Jobs at Desjardins

Provide senior operational risk advisory: prevent and analyze fraud, develop policies and controls, advise on compliance, crisis management and data/property security, lead cross-functional strategic initiatives, represent unit to senior management and external partners.

Lead and coach a team of financing analysts performing risk analysis and reviews of moderately to highly complex non-retail financing files. Manage workflows, prepare financing recommendations and packages, coordinate with account managers and partners, perform periodic file reviews, and ensure compliance with policies and legislation.

Advise affluent individuals and business owners on investments, loans and insurance; build and maintain client relationships; design integrated financial strategies; monitor satisfaction and compliance; stay current on market and regulatory developments; represent the institution in outreach and community activities.

Manage and grow relationships with major commercial clients by identifying needs, proposing tailored financial solutions, negotiating terms, managing credit risk, and promoting products and services. Drive business development, ensure portfolio profitability and compliance with policies, participate in promotional and community activities, and provide leadership and expertise within the centre.

Advise individual and business members on investments, loans and insurance; build and maintain client relationships; assess needs, recommend solutions, ensure satisfaction, and coordinate with partners to implement financial strategies. Represent the caisse in community outreach and stay current on industry trends and regulations.

Advise and build lasting relationships with affluent individuals and businesses, recommend loans and insurance, authorize credit within policy, design integrated financing strategies, ensure compliance, monitor client satisfaction, and represent the caisse in community outreach.

Lead and advise on process and organizational design to improve operational efficiency. Develop policies, standards and programs, diagnose issues, recommend solutions, and represent the unit with stakeholders and external partners while leading complex strategic initiatives.

Advise and build trusting relationships with members and clients to identify financial needs and recommend financing, loans, and insurance solutions. Authorize credit per rules, collaborate with partners to design integrated strategies, monitor client satisfaction, and represent the caisse in community outreach while staying current on market trends and best practices.

Lead and coordinate legal and regulatory compliance frameworks, design and implement policies, advise stakeholders on complex strategic initiatives, develop training and monitoring programs, represent the unit in decision-making and external agreements, and drive organizational compliance across business lines.

Produce national rate indications for commercial auto and property & liability; review and improve rate-indication processes; develop and recommend rate-adjustment strategies; socialize profitability outlooks with stakeholders; and support project planning, development, execution, and coordination.

As a Senior Advisor, you develop and maintain business relationships, advise clients, and lead strategic initiatives to boost organizational development and satisfaction.

Lead and execute a large, Desjardins-wide program under a matrix structure: define scope, roadmap and KPIs; align stakeholders; manage team performance, finances, risks and change; report to decision bodies; ensure delivery of benefits and member/client value.

The Advisor collaborates with various business units to develop actuarial solutions, analyze data, and support project coordination and implementation.

The Advisor will attend to investment and financing needs of members, provide personalized financial solutions, and manage client relationships while staying updated on industry trends.

Provide quality service to members by helping them with financial solutions and using technology for transactions. Support personal finance and wealth management advisors.

As an advisor, you will address members' financial needs, develop investment strategies, and ensure high customer satisfaction in financial services.

As an advisor in investment and financing, you will provide tailored financial solutions, manage client relationships, and develop strategies for investment and insurance products while ensuring customer satisfaction.

As a financial services professional, support members with transactions, enhance business relationships, assist with fraud issues, and collaborate with finance advisors.

As an investment and financing advisor, you will address client needs, develop strategies for financial solutions, and manage relationships to enhance satisfaction.

Provide financial advice to clients, manage business relationships, and help clients achieve their financial goals. Stay updated on market trends and improve service quality.