Personal Finance Advisor at Desjardins Group, developing and maintaining client relationships for financial services. Advising on investments, loans, and services tailored to clients' financial goals.
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.
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814 jobs found
Personal Finance Advisor at Caisse Desjardins Ontario advising clients on financial strategies and solutions. Engaging with community outreach and maintaining business relationships.
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Investment Assistant developing and maintaining business relationships with members and clients. Focused on securities products and service quality while achieving organizational objectives.
Advertising Production Coordinator at Desjardins Group overseeing the coordination of creative projects and campaigns. Collaborating with multidisciplinary teams to ensure deadlines and requirements are met.
Senior Actuarial Advisor developing and pricing insurance products at Desjardins. Collaborating with stakeholders to analyze data and implement solutions based on organizational objectives.
Team leader managing unit activities and coaching highly experienced professionals in a cooperative financial group. Promoting talent development and leading strategic initiatives in the organization.
Client Advisor managing relationships and developing clients at Desjardins. Driving results through tailored services and advising on financial products and solutions in a hybrid setting.
Technician involved in product development and pricing at Desjardins. Focuses on technical support and collaboration for insurance services and pricing validation.
Underwriter providing technical support for property and casualty insurance projects and operational issues. Assisting team members in developing underwriting solutions and adhering to standards and processes.
Real Estate & Facilities Coordinator managing capital projects, operational initiatives, and real estate improvements at Desjardins. Supporting various initiatives primarily in the Aurora office with collaboration across locations.
Technician supporting product development and pricing for insurance services. Involved in technical support and pricing activities to drive profitable growth.
Senior Wealth Management Advisor maintaining client relationships and advising on strategies in Canada. Collaborating with teams to drive financial and personal goals for clients.
Senior Wealth Management Advisor developing and managing client relationships while providing tailored financial advice and support. Collaborating with teams to implement comprehensive wealth management solutions.
Specialized Financing and Banking Solutions Advisor helping high - net - worth clients with financial services and advice. Collaborating closely with wealth managers and providing personalized business relationships.
Wealth Management Advisor developing and maintaining trusted business relationships with clients. Advising on financial strategies and solutions to meet their specific financial goals.
Robotic Process Automation Advisor assisting in the analysis and improvement of business processes at Desjardins. Collaborating to implement robotic process automation solutions for various segments.
Operational efficiency advisor designing and improving business processes for organizational effectiveness at Desjardins, North America's largest cooperative financial group.
Business advisor developing and maintaining client relationships at Desjardins. Providing customer service and selling specialized products to meet client needs.
Securities Advisor focused on developing business relationships and advising clients on financial solutions. Collaborating on product offerings and ensuring member/client satisfaction while managing complex needs.