Financial education advisor
Montréal, QC, CA
4d ago
source : JobsMedia

Work place : Montréal)

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.


As a financial education advisor, you will help identify opportunities for enhancing service delivery and assist in the design and delivery of strategies and educational solutions aligned with the business architecture of various initiatives, including the organizational transformation and shift.

You advise and assist clients and partners and develop tools, methods and processes. Your projects and initiatives require extensive knowledge of your line of work.

You propose recommendations, solutions and action plans based on the organization’s objectives and priorities. You share ideas and help solve problems using your analytical skills and extensive knowledge of the line of business.

You interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.

Additional responsibilities

  • Plan a program rollout strategy for the caisses
  • Hold information meetings with clients
  • Set up and implement educational programs
  • Establish clear procedures for the caisse rollout process
  • Develop innovative solutions for the rollout of educational programs.
  • Other working condition

  • Must have a valid driver’s license and access to a vehicle
  • Temporary work : scheduled to end on : March 31, 2021
  • Travel : 75 % of the Time
  • Number of job available : 1
  • Qualifications

  • Bachelor's degree in a related field
  • A minimum of two year of a 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
  • Specific knowledge

    Proficient speaker, advanced knowledge of English

    Desjardins Cross-sector skills

    Action oriented, Collaborates, Customer Focus, Innovation

    Key competencies for the job

    Business insight, Interpersonal Savvy

    Work Location

    Complexe Desjardins Montréal

    Administration (FG)

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