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Member and client services

When you work at a caisse or Desjardins Business centre, you get to help our members and clients with their day-to-day finances and their plans for the future.

Our jobs in high demand

We're always looking for account managers and personal finance advisors. Join our team today!

Personal finance advisor

Help people meet their goals

As a personal finance advisor, you listen to the members and clients, so you can provide personalized savings, financing and insurance advice.

What drives you

  • Sharing your knowledge
  • Working as a team
  • Turning ideas into actions and negotiating
  • Being able to manage your files on your own
  • Building trusting relationships with caisse members

Your top strengths

  • Listening and people skills
  • Effective priority management
  • Ability to learn quickly
  • Negotiation skills
  • Ability to use plain language
Apply for a job in personal finance

Account manager

Help entrepreneurs carry out their vision

As an account manager, you establish and maintain a business relationship with  entrepreneurs and business owners in your community. You're helping this passionate clientele realize its dreams, ambitions and business plans.

I've been very fortunate to be part of Desjardins for 26 years, and this organization will always have a special place in my heart professionally and personally. Every day I am privileged to work with dedicated colleagues. Everything we do is a team effort and every day presents new challenges to overcome.

Robert Cherubino

Account Manager

What drives you

  • Meeting with entrepreneurs and discussing their needs and goals
  • Developing innovative business strategies
  • Working autonomously
  • Following trends in the business world
  • Working in a stimulating and ever-changing environment

Your top strengths

  • A passion for finance and entrepreneurship
  • Listening skills, curiosity and creativity
  • Proactivity
  • Analytical skills
  • Adaptability

Enjoy comprehensive benefits

In addition to career development opportunities and a high level of autonomy, you'll also enjoy these special perks.

  • Possibility of working from home
  • Work-life balance
  • Employer-paid training from day one
  • Defined benefit pension plan
  • Competitive salary

Other fulfilling jobs

Choose from many jobs in the member and client services category. Here are some examples.

Wealth management advisor

Help members and clients build a financial plan, manage their investments, prepare for retirement or settle an estate.

Financial services agent

Support advisors in their daily tasks. Help develop and maintain business relationships with members and clients.

Financial security advisor

Suggest the insurance products and services best suited to the needs of our members and clients.


Help members with their financial transactions. Inform them on our products and services and show them how to use our automated solutions (ATM, AccèsD, etc.).

How we hire

Find out about our hiring process and how to apply.