Financial advice jobs

Desjardins - Saint-Georges, QC (7 months ago)

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Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Support and financial advisory jobs in caisses - Régions Beauce-Appalaches -Etchemins
We don’t offer you a job. We offer you job satisfaction. #Difference
Do you have exceptional customer service skills?
Do your talents for sales and negotiating set you apart from the crowd?
Are you proactive, curious and resourceful?

YOUR ROLE

The Desjardins caisse network is only looking for “numbers people”? Yes, obviously! But also so much more!

You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.

Key positions and brief descriptions of opportunities within the caisse network.

Teller and Member Services Agent: Greet, direct and serve clients in a courteous manner and carry out various financial transactions.

Financial Services Agent : Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).

Relationship Manager: As a Relationship Manager in a 360d location, help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.

Personal Financial Advisor : Attend to members’ investment and financing needs while ensuring quality service

  • Interactive reception approach : Greet and provide prompt, proactive service to clients who come to the caisse, while being careful to follow Desjardins service standards to ensure a distinctive experience.
Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing and insurance products.

PROFILE SOUGHT

Our recruiters will contact you to find the job best suited to your career goals.

Desjardins Group’s corporate university—the Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education. Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.

See what Desjardins has to offer

Competitive salary and a performance incentive plan
Multiple opportunities for advancement within Desjardins
Customized career development path with guiding support from your manager
Comprehensive training, paid by Desjardins
Work environment focused on new technology and innovation
Up to $400 reimbursed annually for your physical activities
Exclusive premium discount on home and auto insurance
Defined benefit pension plan
Annual fee discount on Desjardins credit cards
And many discounts from a number of merchants in your region!

Work schedules

Full-time, 35 hours/week. Part-time: number of hours to be determined as required.
Schedule based on caisse needs. Occasional evenings and weekends

Proud to be a Desjardins employee means

Having a clear objective: to be everyone’s #1 choice!
Being part of a company that puts sustainable development at the heart of its concerns
Being part of a financial institution with the strongest presence in Quebec
Being part of one of Canada’s Top 100 employers
Being part of a positive work environment and engaging teams

Discover what sets Desjardins apart from other employers. Understand why our growth strategy puts people first and how helping our employees to shine, in every area of life, is the key to our success.