Personal Services Manager
La Tuque, QC
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.

Job Level

As Personal Services Manager, you will oversee the strategic and operational activities of a work team dedicated to selling products and services and/or providing comprehensive sales support to the sales teams. Your team will be comprised of 21 employees, including advisors, tellers, financial services agents and one coordinator. You will ensure the satisfaction of members and clients by meeting their needs and expectations and helping to build and maintain long-term business relationships with them in your line of business.

In your role, you will support Desjardins Group’s strategic priorities by leading your department and developing its full market potential. You will develop and follow up on a business plan that addresses priorities, challenges and objectives. You will ensure unit performance, and sound and prudent risk management in accordance with standards, and you will follow up on results. Your ability to make quality decisions and drive results will allow you to effectively manage employees and your department’s performance.

You will manage a team dedicated to members and clients while overseeing employees’ skills development and maintaining high-quality service. Your ability to build effective teams and develop talent will therefore be essential.

You will act as a coach for your team members, providing them with advice and tailored recommendations that respond to the needs of members and clients. The nature of your unit’s activities will require in-depth knowledge of your field as well as an overall and detailed understanding of the organization.
Dedicated to the world of IT, the Caisse Desjardins des Technologies de l’information is a financial services cooperative owned by Desjardins Group, with assets of $170,637,000. Founded and managed by members of the IT community and serving all players in the sector, it is an indispensable financial institution for those helping each day to build the constantly evolving IT industry.

Main responsibilities

Support your superior by assisting in the development of business strategies, in accordance with Desjardins Group’s strategic orientations and the unit’s challenges.
Ensure the quality of services and business relationships, and manage the member/client experience.
Implement and monitor the action plan to achieve targeted results.
Implement management and communication practices to facilitate talent acquisition and management, team synergy, and change management, in keeping with Desjardins Group’s values. Facilitate, coach, and motivate the team in order to develop skills, boost employee engagement, and increase accountability.
Implement and develop a competitive, profitable service offer for your sector that incorporates partnerships with other components in order to provide an exceptional member/client experience.
Ensure the efficiency and continuous improvement of processes, and boost profitability.
Promote the Desjardins brand and strengthen the organization’s roots in the community.
Promote the cooperative values of Desjardins Group.
Other working conditions

Grade: CL-03
Work location: The candidate will have to travel to Shawinigan and, occasionally, to La Tuque. He will be ideally based in Montreal or Shawinigan
Number of job available: 1

Bachelor’s degree in business administration or related field
At least four years of experience in personal financial advisory services, including one year managing or coaching in sales activities involving financial products and services
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
Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Engagement, Innovation
Key competencies for the job

Decision quality, Drive results, Teams, Work processes
Work Location

Caisse des technologies de l’information
Trade Union

Non Syndiqué
Unposting Date

Job Family

Management (FG)