Desjardins

Financial Planning and Analysis

• Support members and clients by informing them about existing applications and digital tools that can help them perform transactions and operations independently
• Greet members and customers warmly and courteously; quickly identify their needs in order to direct them to the appropriate person who can assist them or to alternative distribution channels
• Collaborate with personal financial advisors to improve the service offered to members.

Financial Services Agent

Insurance

• Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Develop business partnerships to generate referrals

P&C Insurance Agent

Actuary

• Diagnose actuarial analysis issues, challenges and needs to determine target outcomes
• Develop statistical models using a variety of techniques and tools tailored to your business needs
• Develop and help implement objectives, solutions and action plans
• Analyse data, conduct studies, make recommendations and write reports

Actuarial Analyst, Statistics

Attorney

• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Interpret laws and regulations, issue legal opinions, and prepare and validate rules, standards, policies, procedures, forms and agreements affecting the organization
• Represent the organization in court
• Develop strategy, draft pleadings, prepare witnesses, deliver oral arguments and negotiate the best possible terms on complex matters
• Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Represent your unit before decision-making bodies

Senior Advisor, Legal Affairs

• Help design, institute and coordinate the compliance framework and enforce related rules.
• Ensure compliance measures and actions comply with standards.
• Advise and assist clients and partners in development initiatives.
• Develop tools, methods, and processes.
• Propose recommendations and action plans based on objectives.

Legal and Regulatory Compliance Advisor

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports

Advisor, Accounting Standards and Financial Governance

• Advise clients and partners on strategic projects and initiatives
• Develop and update policies, standards, models, and programs
• Identify, analyze and diagnose major issues and provide recommendations
• Represent the unit before senior management committees
• Negotiate agreements with external partners

Senior Advisor, Accounting Standards, Financial Governance

• Serve members and clients, assess their needs, analyze risks, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Analyze special underwriting files and make recommendations to practitioners
• Respond to information requests, amend and renew contracts, and follow up as needed
• Develop business partnerships to generate referrals

ServiceNow

• Help plan deliverables for the application and technology component of project-specific plans.
• Coordinate cost estimates by taking into account issues, complexity, practitioners and tie-ins with other projects.
• Coordinate contributors involved in application and tech delivery.
• Ensure team performance and quality control and identify project-specific standards, methods and procedures.
• Coordinate all deliverables for the application and technology component to ensure that business objectives and priorities are met and that agreements, budgets and timelines are respected.
• Help analyze risks and impacts for projects and develop strategies to address them to manage application and technological risk levels.

Application Delivery Manager, ServiceNow Rapid Development

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports.

Financial Performance and Budget Advisor

Security Engineer

• Assist with fire prevention and building safety and management
• Help create plans, assist with build-outs and lease management, and help develop building safety and fire prevention policies
• Lead development projects and strategic initiatives that are complex and innovative
• Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives that require comprehensive analysis and understanding of the organization and line of business
• Frequently interact with stakeholders working in many other fields
• Serve as specialist advisor and subject matter expert, as well as resource person and coach for decision-making bodies

Senior Advisor, Buildings, Development and Security

Operations

• Provide technical support for projects and complex operational issues
• Carry out specialized technical studies, research and analysis
• Serve as resource person for the submission of solutions and action plans
• Roll out and maintain software and manual and automated processes
• Train users
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Help practitioners follow your unit’s standards and processes and use its business solutions, tools and systems
• Support your unit’s continuous improvement

Technician, Office Work and Operations

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer investment, financing, and insurance products
• Manage business relationships and assess member/client satisfaction
• Stay up-to-date on financial services and market trends

Advisor, Investment and Financing

• Advise members and clients on the best strategies and work with them to identify expected results
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
• Stay up-to-date on the financial services industry, market trends and best practices in your field
• Participate in outreach activities and represent the credit union in the community

Personal Finance Advisor

Administrative Assistant

• Carry out secretarial tasks (draft, revise, update and format documents for various departments, etc.)
• Carry out internal administrative tasks (sales tracking, dashboards, expense reports, inventory management, performance reviews, etc.)
• Help your superior manage their agenda, mail, emails and phone calls
• Coordinate the preparation of deliverables for decision-making bodies
• Plan and attend management committee and other department meetings. Draft reports and minutes and follow up as needed
• Handle the unit's budget process. Carry out budget preparation activities and identify and explain variances
• Coordinate and troubleshoot IT requests from various users