Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Salary Range:$67 000 - $99 000

City:Montreal or Levis, depending on the applicant selected

Job description:

Reference: R2207580
Duration: Full time
Work Location : Montreal or Levis, depending on the applicant selected
Unposting Date: 2022-04-11

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices.

You develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.

You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business.

You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.


  • Bachelor’s degree in administration, business administration, finance, personal financial planning or financial insurance and intervention, financial services or financial consulting, marketing or philanthropy
  • A minimum of four years of relevant experience
  • Experience in planned giving and philanthropy (an asset)
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Hold the IQPF financial planning designation and/or the mutual fund representative permit (an asset)
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Knowledge of Prodon (an asset)
  • Proficient speaker, advanced knowledge of English

Desjardins Cross-sector skills

  • Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

  • Drive results, Interpersonal Savvy

Other working conditions

  • Have a valid driver’s license and access to a vehicle for travel
  • Work place : Currently regular telework because of the pandemic. Position located in Montreal or Levis, depending on the applicant selected. The work arrangement for the position is full-time telework #LI-Remote or hybrid work #LI-Hybrid
  • Travel : You must be available to travel frequently in Western Quebec and Ontario

Please apply online at: