Client Financial Services Agent managing relations with members and advisors for financial solutions. Ensuring client satisfaction and providing business development support at Desjardins.
DE
Desjardins
Currently Hiring
About the company
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024.
It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp.
To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada.
Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Open jobs
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815 jobs found
Securities advisor developing and maintaining client relationships with members at Desjardins. Selling securities products and analyzing client needs to offer personalized solutions.
Financial Planner developing and maintaining personalized business relationships with clients and members at Desjardins. Assisting clients in achieving financial goals with specialized savings services.
Senior Advisor in IT Architecture collaborating on strategic IT architecture solutions for Desjardins Group. Ensuring alignment with business needs and advising on technology solutions.
Senior Advisor leading business strategy development and implementation for Desjardins Group. Requires expertise in strategic planning, monitoring, and stakeholder interaction for organizational transformation.
Investment assistant supporting advisors with administrative tasks in securities management. Tracking account transactions and ensuring client satisfaction while adhering to compliance standards.
Specialized Financing and Banking Solutions Advisor providing financial services and advice to mass - affluent and high - net - worth clients. Developing banking products and maintaining client relationships in Desjardins.
Team leader coordinating activities and initiatives at Desjardins Group. Coaching experienced professionals and managing budget and performance on complex projects.
Member/client service advisor at Desjardins providing customer service and selling specialized products. Building and maintaining business relationships with clients in a hybrid work environment.
Member/client service advisor investigating fraud cases and advising clients on risk avoidance. Maintaining business relationships and ensuring satisfaction in compliance with standards.
Product Administration Technician providing administrative support and technical assistance for specialized products at Desjardins. Involves working with clients and managing accounts while ensuring compliance with established procedures.
Management information technician helping to extract data and produce reports for Desjardins. Providing technical support and training users while maintaining software and automated processes.
Product Owner managing member/client experience and collaborating with stakeholders for Desjardins Group. Leading projects involving operational and conceptual complexities for strategic business impact.
Project Delivery Manager at Desjardins coordinating large - scale projects in the financial sector. Leading teams and ensuring quality deliverables while managing application and technology components.
Senior workplace relations advisor managing projects and ensuring good working conditions at Desjardins. Advising stakeholders and developing policies in a hybrid work environment.
Wealth Management Advisor managing client relationships and advising on financial strategies for individuals and businesses. Involves outreach and collaboration with various partners in a hybrid work environment.
Training Facilitator delivering training programs for Desjardins' Competency Development Team. Facilitating engaging sessions and assessing training effectiveness.
Senior Advisor managing workplace relations and providing strategic project assistance at Desjardins. Leading development projects while ensuring good working conditions for employees.
Real Estate Advisor at Desjardins helping clients build relationships and navigate property transactions. Responsible for advising on real estate strategies and maintaining client satisfaction.
Personal Finance Advisor developing and maintaining relationships with clients to meet their financial goals. Advising on financial strategies and collaborating with partners for integrated solutions.