Teams at Desjardins

Develop and maintain trusted relationships with individual and business clients. Assess financial needs, provide tailored advice, and recommend investment, loan, and insurance solutions. Manage satisfaction and service quality, monitor market trends, collaborate with internal experts on integrated strategies, and participate in community outreach activities.

Develops and implements product and service marketing strategies aligned with member and client needs. Leads marketing projects, analyzes market data, conducts studies, identifies challenges, and prepares recommendations, solutions, summaries, and action plans. Advises clients, partners, and cross-functional stakeholders while supporting business development and optimizing programs, policies, and standards.

Develop and maintain relationships with affluent individuals and business owners by assessing financial needs, recommending investments, loans, insurance, and savings strategies, and supporting long-term financial goals. Manage client satisfaction, identify service improvements, monitor financial industry trends, collaborate with internal experts, and represent the organization in community outreach. The role balances client needs, profitability, business objectives, and prudent risk management.