Top Tech Jobs & Startup Jobs in Montreal

As a Personal Financial Advisor, you will support members with financing, savings, and insurance needs, build relationships, advise on financial strategies, and stay informed on market trends.

The Wealth Management Advisor will assist members with financing, investment needs, estate planning, and develop personalized wealth strategies while providing exceptional service and managing business relationships.

Manage an administrative or operations unit: develop and implement business and action plans, oversee projects and team performance, drive talent development and change management, improve processes, produce reports, and ensure member/client satisfaction aligned with organizational strategy and cooperative values.

Manage high-complexity property claims and medium-complexity accident benefit and bodily injury claims. Investigate, inspect, estimate damages, analyze documentation, determine benefit eligibility, negotiate settlements, and approve claims while maintaining client relationships and meeting organizational standards and deadlines.

Provide administrative and operational support to advisors for securities account management: track transactions, prepare meeting documentation, manage calendars/voicemail, complete account openings and securities transactions, handle client queries with research and tailored solutions, and produce reports while ensuring compliance and client satisfaction.

As an advisor in investment and financing, you will address member needs, develop investment strategies, manage relationships, and stay informed on industry trends.

The role involves developing business relationships, prospecting clients, promoting financial offers, and maintaining community presence in the mortgage sales sector.

Lead workplace relations strategy, advise stakeholders on collective bargaining and complex initiatives, develop policies and programs, analyze issues and recommend solutions, represent the organization in negotiations and decision-making bodies, and coach leaders on employee relations matters.

Lead and execute a large, Desjardins-wide program under a matrix structure: define scope, roadmap and KPIs; align stakeholders; manage team performance, finances, risks and change; report to decision bodies; ensure delivery of benefits and member/client value.

As a personal finance advisor, you'll build lasting relationships with clients, advising on financial strategies, managing satisfaction, and staying updated on industry trends.