Teams at Desjardins

Temporary five-month role advising individual members and young clients on investments, loans, and insurance. Build and maintain trusting relationships, assess client needs, recommend financial solutions, collaborate with partners to design strategies, monitor satisfaction, and represent the caisse in outreach activities. Balance client service with business objectives, profitability, and prudent risk management.

Advise individual and business clients on investments, loans and insurance; build and maintain client relationships; assess satisfaction and recommend integrated financial strategies; represent the institution in community outreach and stay current on market trends.

Analyze complex non-retail financing files, assess risk, recommend financing conditions and guarantees, perform credit controls, conduct periodic reviews, and ensure compliance with policies, standards, and financial services laws. Collaborate with colleagues and financing partners while serving as a resource for complex files.