Jobs at Desjardins

Advise individual and business members on investments, loans and insurance; build and maintain client relationships; assess satisfaction and service quality; design integrated financial strategies with partners; represent the institution in community outreach and stay current on market trends and industry best practices.

As a Personal Finance Advisor, you'll develop business relationships, advise clients on financial strategies, manage satisfaction, and stay updated on market trends.

Provide administrative and secretarial support to the general manager and managers: schedule and follow up on communications, produce documents and reports, organize event logistics, manage records and filing, track administrative metrics and expenses, and assist with information systems and internal processes.

As an investment and financing advisor, you will assist clients with investment needs, develop strategies, manage business relationships, and stay updated on industry trends.

Advise affluent individuals and businesses on financing, loans and insurance; build and maintain client relationships; authorize credit within rules; design integrated financial strategies with partners; ensure compliance and risk management; participate in outreach and represent the caisse.

As a Personal Finance Advisor, you develop relationships with clients to provide tailored financial advice, manage satisfaction, and promote suitable financial products while staying updated on industry trends.

Advise and build trusting relationships with individual and business members, recommend investments, loans and insurance, design integrated financial strategies, monitor satisfaction and service quality, collaborate with partners, participate in outreach, and stay current on industry trends to balance client needs with business objectives and prudent risk management.

Build and maintain client relationships; prospect, solicit, and advise members and clients; analyze needs and propose personalized financial solutions; sell specialized products and services; manage portfolios, prepare reports, follow up on complex requests, and monitor industry trends to improve service quality.

Develop and manage relationships with mass-affluent clients, provide personalized 360° wealth management strategies, prospect for new clients, meet sales objectives, monitor market trends, coordinate with specialists, ensure compliance, and mentor team members.

As a Personal Financial Advisor, you will support clients with financing, savings, and insurance needs, providing tailored advice and managing client relationships.

As a Personal Financial Advisor, you will support members with financing, savings, and insurance needs, build relationships, advise on financial strategies, and stay informed on market trends.

As a Senior Project Management Advisor, you execute cross-sector projects, ensuring best practices, coaching teams, and influencing strategic initiatives while interacting with stakeholders.

Provide risk management analysis, research and recommendations; develop and implement solutions and action plans; analyze data and write reports; advise practitioners and stakeholders; lead projects to improve standards, policies and programs.

Advise members and clients on investments, loans and insurance; build and maintain trusting relationships; assess satisfaction and service quality; design integrated financial strategies; represent the caisse in outreach and stay current on market trends and best practices.

Plan, monitor and report on project scopes, budgets and timelines. Support project/agile leaders with risk, issue and document management, resource capacity recommendations, milestone tracking, and PMO process implementation to ensure projects meet objectives.

Conduct business needs analysis, define objectives and value, model processes, and recommend end-to-end solutions. Work with stakeholders to scope requirements, assess impacts, support testing and rollout, and lead change management activities to ensure solutions integrate with organizational strategy.

As a Wealth Management Advisor, you will assist clients with their financing and investment needs, develop personalized wealth strategies, and manage business relationships.

As a Wealth Management Advisor, you'll develop and maintain relationships with clients, provide financial advice, and recommend investments and insurance products, ensuring client satisfaction and business objectives are met.

As a Personal Finance Advisor, you develop relationships with clients, assess their financial needs, and provide tailored advice on investments and loans. You ensure member satisfaction and collaborate with various partners to design effective financial strategies.

The Wealth Management Advisor will assist members with financing, investment needs, estate planning, and develop personalized wealth strategies while providing exceptional service and managing business relationships.