Top Tech Jobs & Startup Jobs

Lead a team selling financial products for a specific business line, develop and monitor business plans, manage member/client relationships, ensure performance and prudent risk management, coach and develop staff, implement service offers and process improvements, and promote Desjardins’ values and brand.

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

Lead and implement program-wide testing strategy, governance and traceability. Build and mentor testing teams, plan and coordinate UAT, assess risks, estimate effort and resources, integrate testing tools and automation, produce testing deliverables, validate milestone outputs, and recommend quality improvements across large-scale business solutions.

Advise on and design improved business processes, systems, tools, and action plans to boost operational efficiency. Diagnose issues, analyze data, conduct studies, and prepare recommendations and reports. Coordinate with stakeholders to implement solutions and optimize standards, policies, and programs.

Lead a new Financial Strategy and Optimization team supporting Insurance and Wealth Management. Build the team and service offering, develop and execute the business plan, optimize capital and performance levers, oversee acquisition and valuation analyses, support financial planning and decision-making, strengthen governance and reporting, and influence senior management while developing talent and demonstrating measurable value.

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

Build and maintain client relationships, provide financial advice, prospect and grow a book of business, sell products per needs-based strategies, ensure risk-aware profitable solutions, and develop advisory skills with onsite mentorship in a structured financial institution.

Administer and support a data de-identification application platform: configure components, install and maintain services, monitor and resolve incidents, participate in releases, update documentation, automate recurring tasks (including PKI), produce operational reports, and assist developers with production issues.

Serve and develop client relationships; prospect and sell securities products (discretionary management, mutual funds, ETFs, structured products); analyze client needs and portfolios; prepare reports and recommendations; negotiate product terms within policy; monitor industry trends and improve service quality to meet sales objectives and risk controls.

Develop and maintain relationships with high-net-worth members to grow savings and investments. Prospect, solicit, and onboard clients, provide tailored financial and debt-management advice, collaborate with internal partners, ensure regulatory compliance, and manage portfolio risk while promoting Desjardins wealth services.