Desjardins Job Application

Desjardins Job Application Process

You can get the chance to work at Desjardins by applying online. Below, you can find the detailed information about the hiring process of Desjardins which offers entry-level and managerial positions.

See what Desjardins has to offer

Competitive salary and benefits

  • Competitive salaries, incentive programs and performance-based compensation.
  • A comprehensive group insurance plan tailored to the needs of employees.
  • An enhanced retirement plan.
  • Flexible work arrangements and teleworking possibilities.
  • A health and wellness promotion program.
  • Exclusive employee advantages: discounts and preferential rates on products and services at Desjardins and our partners.

Concrete measures to develop your skills and knowledge

  • A comprehensive and structured onboarding and training program.
  • Stimulating and interactive training and development activities offered by Desjardins Cooperative Institute (DCI), our corporate university.
  • A discussion forum focused on innovation consisting of thousands of passionate employees.
  • Collaborative tools that encourage knowledge-sharing in real time.
  • Financial support and flexible work arrangements to encourage employees to pursue career-related studies.

A work environment that promotes personal health and well-being

A health and wellness program with concrete initiatives, such as:

  • the reimbursement of physical activity fees
  • annual initiatives that support healthy lifestyle habits
  • flu vaccinations
  • various measures that promote a good personal life-work balance

Concrete initiatives conducive to social responsibility and sustainable development. See how Desjardins makes a difference for the environment.

Desjardins Job Application

Apply Online Desjardins Jobs

You can be a member of Desjardins family by completing the hiring process which is explained below. In order to finish the application process, you can use the link provided below to access to the online application page where you can find out more about the position for which you want to apply.

Personal finance advisor

  • Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
  • Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels. Analyze sources of dissatisfaction and recommend solutions.
  • Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
  • Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability and improved business relations.
  • Identify business development opportunities to maintain the competitiveness of products and services.
  • Carry out various promotional activities related to caisse operations. Take part in public relations activities and maintain a presence in the business community.
  • Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services. Ensure sound and prudent risk management for the portfolio under his/her responsibility.

Qualifications

  • College diploma in a related field
  • Baccalauréat en administration des affaires ou dans une discipline appropriée (un atout)
  • Minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • Mutual fund representative certificate (Autorité des marchés financier)
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Knowledge of current financial, economic, political and legislative events
  • All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
  • Debt management
  • Notions of compliance with legislation respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Policies, legislation and standards related to products and services offered by the caisse
  • Desjardins business processes
  • Service standards
  • Techniques used to assess and monitor individual financing applications
  • Strategy recommendation and analysis applications
  • Desjardins applications
  • Caisse intranet portal
  • Sales and client management reports
  • Insurance products (financing and savings)
  • Savings and investment products
  • Consumer and mortgage financing products
  • Convenience products and services

Advisor

The person in this position is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members with savings of less than 25,000 dollars and without mortgage financing. The incumbent also serves business member clients with savings of 50,000 dollars or less. He or she promotes and sells products and services and stimulates business growth. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have limited impact on the caisse. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Qualifications

  • College diploma in a related field
  • Minimum of one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.

  • For vacant positions available in Quebec, please note that knowledge of French is required.

Wealth Management Advisor

  • Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
  • Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels. Analyze sources of dissatisfaction and recommend solutions.
  • Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
  • Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability and improved business relations.
  • Identify business development opportunities to maintain the competitiveness of products and services.
  • Carry out various promotional activities related to caisse operations. Take part in public relations activities and provide a presence in the business community.
  • Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services. Ensure sound and prudent risk management for the portfolio under his/her responsibility.

Qualifications

  • Bachelor’s degree in a related field
  • A minimum of one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.

  • Hold a mutual fund representative certificate from the Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledges

  • Knowledge of current financial, economic, political and legislative events
  • Specialized knowledge of tax, financial and succession issues for individuals and businesses
  • Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
  • Knowledge of debt management
  • Knowledge of compliance with legislation respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of policies, legislation and standards related to products and services offered by the caisse
  • Knowledge of the Desjardins business processes
  • Knowledge of service standards

Personal Finance Advisor

The person in this position is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses with savings of 25,000 dollars to 50,000 dollars or mortgage financing. He/she promotes and sells products and services and stimulates business growth. As needed, the incumbent is assigned to overseeing financing for individual members served by the caisse or partners. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have moderate impact on the caisse. He/she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Main responsibilities

  • Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
  • Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels. Analyze sources of dissatisfaction and recommend solutions.
  • Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
  • Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability and improved business relations.
  • Identify business development opportunities to maintain the competitiveness of products and services.
  • Carry out various promotional activities related to caisse operations. Take part in public relations activities and maintain a presence in the business community.
  • Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services. Ensure sound and prudent risk management for the portfolio under his/her responsibility.

Qualifications

  • College diploma in a related field
  • A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.

  • Hold a mutual fund representative certificate from the Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledges

  • Knowledge of current financial, economic, political and legislative events
  • All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
  • Debt management
  • Notions of compliance with legislation respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Policies, legislation and standards related to products and services offered by the caisse
  • Desjardins business processes
  • Service standards
  • Techniques used to assess and monitor individual financing applications

Desjardins Application Form/PDF

You can check whether there is printable application form available for Desjardins and you can download it if there is one. You can either submit the application form in person or you can send it via email.

How to Apply for Desjardins Jobs;

https://www.desjardins.com/ca/about-us/careers/index.jsp

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