Manager

Desjardins; Saint-Jérôme; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

telework equipment

Job summary

Desjardins in Saint-Jérôme is seeking a senior Financial Planner to lead a significant portion of the sales/operations support function. You will shape the service offer, steer the business plan, and drive performance and client satisfaction across the administrative unit.

The role requires a bachelor’s degree, 10+ years of experience including 6 years in management, and eligibility for Financial Planner status with registration.

Qualifications

• Bachelor's degree in a related field required.
• Ten years of relevant experience, including six years in management.
• Eligibility for Financial Planner title and registration as a Supervisor (or willingness to obtain).
• French language knowledge required.

Responsibilities

• Support the immediate supervisor with work organization, planning and initiatives.
• Develop, implement and track the unit’s action plan aligned with strategic orientations.
• Establish management and communication practices to support change, talent development and engagement.
• Define activities related to the unit’s services and ensure projects deliver results and customer satisfaction.
• Manage individual and team performance within the administrative unit.
• Improve processes under your responsibility and perform business intelligence.
• Promote Desjardins Group’s cooperative values.

Skills

Decision quality

Develops talent

Drive results

Communication

Customer focus

Collaboration

Innovation

Interpersonal savvy

Work processes

Education

Bachelor's degree in a related field

Job description

Required

Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized services to the sector. You are responsible for administrating your group’s service offer, developing and implementing its business plan, and overseeing activities supporting the administrative department’s strategic orientations. With an ability to develop talent and drive results, you are able to effectively manage people and performance, produce reports and ensure member/client satisfaction. More specifically, you will be required to:

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• Develop, implement and track the unit’s action plan, ensuring alignment with the organization’s strategic orientations and other administrative units, in a performance management context
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with Desjardins values
• Define and ensure the implementation of activities related to the unit’s services and ensure entrusted projects are carried through so as to maximize targeted business results and ensure member and client satisfaction
• Support the administrative unit’s action plan by successfully managing individual and team performance
• Continuously improve the management of processes under your responsibility
• Represent the organization and conduct business intelligence

Required

Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized services to the sector. You are responsible for administrating your group’s service offer, developing and implementing its business plan, and overseeing activities supporting the administrative department’s strategic orientations. With an ability to develop talent and drive results, you are able to effectively manage people and performance, produce reports and ensure member/client satisfaction. More specifically, you will be required to:

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• Develop, implement and track the unit’s action plan, ensuring alignment with the organization’s strategic orientations and other administrative units, in a performance management context
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with Desjardins values
• Define and ensure the implementation of activities related to the unit’s services and ensure entrusted projects are carried through so as to maximize targeted business results and ensure member and client satisfaction
• Support the administrative unit’s action plan by successfully managing individual and team performance
• Continuously improve the management of processes under your responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

What You Bring To The Table

• Bachelor's degree in a related field
• A minimum of ten years of relevant experience, including six years in a management role
• Please note that other combinations of qualifications and relevant experience may be considered
• To hold the title of Financial Planner
• Be registered, or eligible for registration, as a Registered Representative Supervisor (or commit to obtaining the registration)
• Knowledge of French is required

Action oriented, Collaborates, Communicates effectively, Customer Focus, Decision quality, Develops talent, Drive results, Engagement, Innovation, Interpersonal Savvy, Work processes

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Management (FG)

Unposting Date

2026-10-15