Desjardins

Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.

Company Jobs

Personal Finance Advisor - Rimouski (Hybrid)

Advise Desjardins members and clients in Rimouski on investments, loans, insurance, and broader financial strategies. Build trusted relationships while representing the caisse in the community.

6 days ago

Canada Hybrid Full-time Junior English Required French Required Financial Planning and Analysis

Description

Build and sustain trusted, long-term relationships with members and clients
Understand individual needs and provide advice aligned with each financial situation
Guide members and clients toward solutions that support their financial goals
Develop financial strategies and explain their anticipated outcomes
Manage client relationships while evaluating satisfaction and service quality
Follow up with clients and identify opportunities to improve service
Keep current with financial-services developments, market trends, and industry best practices
Take part in outreach initiatives and represent the caisse within the community
Recommend suitable investment, lending, and insurance products
Balance client satisfaction, business priorities, profitability, and prudent risk management
Collaborate with internal partners and specialists to create integrated strategies

Requirements

Bachelor’s degree in a related discipline
At least one year of relevant professional experience
Equivalent combinations of relevant qualifications and experience may be accepted
Mutual fund representative certificate issued by the Autorité des marchés financiers
French proficiency is required
Ability to advise clients on investments, loans, and insurance products
Familiarity with financial-services practices, market trends, and industry standards
Action-oriented approach
Strong customer focus
Ability to work effectively with differences
Results-driven mindset
Strong interpersonal judgment
Adaptability and willingness to learn

Benefits

Competitive compensation with an annual bonus opportunity
Four weeks of flexible vacation from the first year
Defined benefit pension plan offering predictable retirement income
Group insurance plan with telemedicine access
Reimbursement for eligible health, wellness, and telework-equipment expenses
Accommodations available throughout the recruitment process

Related Jobs

1,001 – 5,000 Employees

H1B Visa Sponsor Consulting Healthcare Marketing

$115,000 – $160,000 / year

Remote Full-time Middle Senior English Required Customer Success Customer Success Manager

Lead the Microsoft Dynamics 365 CRM vision, roadmap, and optimization at Toppan Merrill. Improve technology supporting regulatory disclosures and communications across financial, legal, healthcare, and capital markets.

Open

51 – 200 Employees

Consulting Insurance Legal

United States

New York

$200,000 – $230,000 / year

Hybrid Full-time Lead English Required Customer Success Customer Success Manager

Lead post-sale support and onboarding for Wealth.com’s AI-powered estate and tax-planning platform. Build the team, systems, and customer lifecycle operations as the business grows.

Open

201 – 500 Employees

B2B HR Tech SaaS

France

€50,000 – €55,000 / year

Hybrid Full-time Senior French Required Customer Success Customer Success Manager

Lead five Customer Success Managers at Silae, a French HR and payroll software provider. Drive product adoption, partner retention, and team performance.

Open

1,001 – 5,000 Employees

B2B Healthcare SaaS

United States Remote Full-time Lead English Required Customer Success Customer Success Manager

Lead client success at Ventra Health, a healthcare revenue cycle management provider. Oversee client performance, revenue cycle issues, implementations, compliance, and the Client Success team.

Open

201 – 500 Employees

H1B Visa Sponsor Advertising Analytics Marketing

$189,156 – $222,694 / year

Remote Full-time Lead English Required Customer Success Customer Success Manager

Lead post-sale client success across Activation, Measurement, and Audiences for InMarket’s consumer intelligence and real-time marketing platform. Own retention, expansion, service operations, and team growth.

Open

5,001 – 10,000 Employees

Food & Beverage Healthcare Manufacturing

Tennessee Remote Full-time Middle Senior English Required Customer Success Customer Success Manager

Tableau

Guide healthcare customers after implementation of ICU Medical infusion technologies. Analyze infusion data, improve medication safety, and share recommendations with clinical and executive leaders.

Open

1,001 – 5,000 Employees

Consulting Healthcare Logistics

United Kingdom Hybrid Full-time Middle Senior English Required Customer Success Customer Success Manager

Manage Pearson VUE’s professional assessment client relationships and testing programmes. Coordinate complex delivery cycles and support senior stakeholders across UK and global programmes.

Open

1 – 10 Employees

Fintech iGaming Recruitment

Brazil Remote Contract Lead English Required Customer Success Customer Success Manager

Lead CRM, loyalty, and reactivation for Brazil’s B2C iGaming market. Grow player lifetime value, engagement, and sustainable revenue.

Open

201 – 500 Employees

H1B Visa Sponsor Consulting Food & Beverage Marketing

United Kingdom Hybrid Full-time Middle Senior English Required Customer Success Customer Success Manager

Tableau

Help enterprise customers get more from BrightEdge’s SEO analytics platform, turning digital marketing data into practical recommendations and business outcomes. The role spans customer training, adoption, and strategic partnership across large organizations.

Open