Top Tech Jobs & Startup Jobs in Montreal

Provide personalized financial advice and solutions to individual and business members, manage and grow client relationships, recommend investments, loans and insurance, ensure compliance and prudent risk management, collaborate with internal partners, and represent the caisse at community outreach activities.

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 affluent individuals and business owners on investments, loans and insurance; build and maintain client relationships; design integrated financial strategies; monitor satisfaction, compliance, and market trends; represent the organization in outreach activities.

As an advisor in investment and financing, you will assist clients with financial health, develop strategies for investment and financing, manage business relationships, and stay updated on the industry.