Financial Services Specialist

6 days ago


SaintHyacinthe, Quebec, Canada Desjardins Full time
The Role:

As a Personal Finance Advisor at Desjardins, you will be responsible for developing and maintaining lasting and trustworthy business relationships with members and clients. Your key responsibility is to listen to their needs and provide tailored advice to help them achieve their financial goals.

Key Responsibilities:
  • Advise members and clients on investment strategies, loans, and insurance products
  • Manage business relationships, assess member/client satisfaction, and identify areas for improvement
  • Stay up-to-date on industry trends and best practices
  • Participate in outreach activities and represent the caisse in the community

Your Qualifications:

We are looking for someone with a Bachelor's degree in a related field and a minimum of one year of relevant experience. A Mutual fund representative certificate from Autorité des marchés financiers is also required. Knowledge of current financial, economic, political, and legislative events is essential. You should have a good understanding of the philosophy and fundamentals of financial services cooperatives and be familiar with policies, legislation, and standards related to products and services offered by the caisse.

What We Offer:
  • Competitive salary and annual bonus
  • Four weeks of flexible vacation starting in the first year
  • Defined benefit pension plan
  • Group insurance, including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    As a Financial Services Specialist at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice on financial products and services that meet their goals. You will work closely with a diverse client base,...


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    As a Financial Services Specialist at Desjardins, you will be responsible for developing and maintaining lasting relationships with members and clients. Your role will involve listening to their needs, offering advice tailored to their financial situation, and helping them choose suitable solutions to meet their goals. You will work closely with a diverse...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers and beyond. As a member of our Service Delivery team, you'll play a vital role in ensuring our customers receive exceptional technical support and service.About the RoleWe're seeking a highly skilled and motivated IT Service Delivery Specialist to join our team....


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers and beyond. As a member of our Service Delivery team, you'll play a vital role in ensuring our customers receive exceptional technical support and service.About the RoleWe're seeking a highly skilled and motivated IT Service Delivery Specialist to join our team....


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers and beyond. As a member of our Service Delivery team, you'll play a vital role in ensuring our customers receive exceptional technical support and service.About the RoleWe're seeking a highly skilled and motivated IT Service Delivery Specialist to join our team....


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers and beyond. As a member of our Service Delivery team, you'll play a vital role in ensuring our customers receive exceptional technical support and service.About the RoleWe're seeking a highly skilled and motivated IT Service Delivery Specialist to join our team....

  • Accounting Specialist

    1 month ago


    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleThe Distribution Financial Strategies team at Intact Financial Corporation is seeking a highly skilled Accounting Specialist to join their dynamic team. As an Accounting Specialist, you will play a critical role in managing internal monthly, quarterly, and year-end reporting, working closely with various distribution entities and finance...

  • Accounting Specialist

    1 month ago


    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleThe Distribution Financial Strategies team at Intact Financial Corporation is seeking a highly skilled Accounting Specialist to join their dynamic team. As an Accounting Specialist, you will play a critical role in managing internal monthly, quarterly, and year-end reporting, working closely with various distribution entities and finance...


  • Saint-Hyacinthe, Quebec, Canada Fed Finance Full time

    Financial Operations Specialist Job Summary: At Fed Finance, we are seeking an experienced Financial Operations Specialist to perform comparative analyses, manage budget processes, and ensure fixed asset integrity for our manufacturing company in Saint-Hyacinthe. Key Responsibilities:- Conduct financial analyses of general ledger accounts, identifying trends...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe’re looking for a skilled Accounting Service Representative to join our team.This role involves accurately processing and verifying payments received, reconciling bank deposits and verifying deposit totals.You’ll prepare, compile and dispatch invoices, statements, reports and cheques while recording and posting broker billing statements...


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting and trusting business relationships, ensuring our clients are satisfied with our services.Key Responsibilities:Advise...


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting and trusting business relationships, ensuring our clients are satisfied with our services.Key Responsibilities:Advise...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers. As a member of our Service Delivery team, you'll play a critical role in ensuring our customers receive exceptional technical support.About the RoleAs a Technical Support Expert, you'll be responsible for providing timely and effective technical support to our...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers. As a member of our Service Delivery team, you'll play a critical role in ensuring our customers receive exceptional technical support.About the RoleAs a Technical Support Expert, you'll be responsible for providing timely and effective technical support to our...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers. As a member of our Service Delivery team, you'll play a critical role in ensuring our customers receive exceptional technical support.About the RoleAs a Technical Support Expert, you'll be responsible for providing timely and effective technical support to our...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our employees thrive in their careers. As a member of our Service Delivery team, you'll play a critical role in ensuring our customers receive exceptional technical support.About the RoleAs a Technical Support Expert, you'll be responsible for providing timely and effective technical support to our...

  • Claims Specialist

    3 weeks ago


    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe're seeking a skilled Claims Representative to join our team. As a Claims Representative, you will be responsible for handling claims in a professional and timely manner, ensuring that our customers receive the best possible service.Key ResponsibilitiesListen to customers, clearly explain the claims process, and deliver a simplified service...

  • Claims Specialist

    3 weeks ago


    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe're seeking a skilled Claims Representative to join our team. As a Claims Representative, you will be responsible for handling claims in a professional and timely manner, ensuring that our customers receive the best possible service.Key ResponsibilitiesListen to customers, clearly explain the claims process, and deliver a simplified service...


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    About the RoleAs a Financial Security Specialist at Desjardins, you will play a key role in serving, prospecting for, soliciting, and developing and maintaining business relationships with members and clients. Your primary focus will be on selling life and health insurance products and services through multiple distribution channels based on member/client...


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    About the RoleAs a Financial Security Specialist at Desjardins, you will play a key role in serving, prospecting for, soliciting, and developing and maintaining business relationships with members and clients. Your primary focus will be on selling life and health insurance products and services through multiple distribution channels based on member/client...