As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
Compensation
Competitive salary and annual bonus
Responsibilities
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
As practice leader, you support your unit’s manager by providing subject matter expertise to practitioners. You coordinate and mentor a group of highly experienced professionals and assist with management activities.
Compensation
Competitive salary and annual bonus
Responsibilities
Develop your practice area and serve as its leading expert
Produce and organize complex strategic work and deliverables
Provide expert support and mentoring with respect to analysis, strategy development, personalized approaches and case management
Help professionals in your unit develop their skills
Help plan and manage your unit’s priorities and assign employees to projects and initiatives
As a project delivery manager, you help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget.
Compensation
Competitive salary and annual bonus
Responsibilities
Plan project activities and estimate infrastructure costs
Ensure the performance of the infrastructure platform and alignment with priorities
Supervise and coordinate internal contributors and external providers involved in delivering the infrastructure component
Ensure team performance and quality control and identify project-specific standards, methods and procedures
Lead project initiatives related to infrastructure platforms and the operation of certification and production environments
Senior wealth management advisor who develops and maintains business relationships with mass‑affluent Signature Service members and clients, providing personalized investment and financial planning advice.
Compensation
Competitive salary and annual bonus
Responsibilities
Maintain high‑quality personalized business relationships to maximize the potential of existing members and clients
Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies
Recommend strategies and solutions to the senior advisor when developing plans
Monitor market movements and trends likely to influence members’ and clients’ investments
Take part in a range of promotional activities including speaking events, information sessions and other special events
As a systems and infrastructure development, operations and maintenance programmer analyst you participate in IT efficiency and quality by analyzing, designing, configuring, developing, maintaining and upgrading software in accordance with the organization’s requirements.
Compensation
Competitive salary and annual bonus
Responsibilities
Collaborate in the development of execution strategies, analyze and develop software products (design, code, automate and run tests), while applying development, data and security best practices.
Document technical solutions as well as practices to ensure product sustainability.
Help develop documentation that is prepared and delivered for training purposes to peers and users.
Provide technical support for IT operations. Analyze, diagnose, follow up on and resolve medium- to high-severity issues.
Cocreate with business partners and architects to get a complete understanding of business intentions and objectives to standardize solutions accordingly.
Requirements
Bachelor's degree in a related field
Benefits
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Provide personal financial advice to members and clients, recommending investments, loans and insurance products while maintaining business relationships and ensuring satisfaction.
Compensation
Competitive salary and annual bonus
Responsibilities
Advise members and clients on best strategies
Manage business relationships and assess satisfaction
Stay up-to-date on industry trends
Participate in outreach activities
Requirements
Bachelor's degree in a related field
Benefits
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Personal finance advisor responsible for developing and maintaining lasting and trusting business relationships with members and clients, offering tailored financial advice and recommending investments, loans and insurance products.
Compensation
Competitive salary and annual bonus
Responsibilities
Advise members and clients on the best strategies and work with them to identify expected results
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay up-to-date on the financial services industry, market trends and best practices in your field
Participate in outreach activities and represent the caisse in the community
Requirements
Bachelor's degree in a related field
Benefits
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Lead and manage a team dedicated to member services and sales support, driving business strategy, performance, and client relationships within Desjardins’s cooperative framework.
Compensation
Competitive salary and annual bonus
Responsibilities
Support immediate supervisor in developing business strategies aligned with Desjardins’s priorities
Ensure quality of services and manage member/client experience
Implement and monitor action plans to achieve target results
Promote talent acquisition and management practices
Develop competitive service offerings and partnerships