Desjardins

Advisor

• Analyze and authorize exceptions and verifications of financing applications
• Communicate any changes to financing standards and practices
• Participate in the integration of risk management deliverables
• Collaborate in risk quality performance management
• Propose improvements for risk management

Credit Authorization Advisor – Business

Procurement

• Contribute to contractual agreements with partners for goods and services acquisition or leasing
• Procure products required for operations by planning and coordinating with suppliers
• May be responsible for sub-specialties, such as strategic procurement, asset management, etc.
• Lead development projects and complex strategic initiatives
• Analyze needs and develop strategies/action plans
• Represent Desjardins before decision-making bodies regarding major agreements with suppliers

Senior Strategic IT Procurement Advisor

Client Services Representative

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Provide significant business development support
• Assist members and clients, providing excellent customer service
• Create offers for routine transactions, and help sell products and services based on the needs of members and clients
• Tailor approach based on members’ and clients’ needs
• Handle client requests
• Perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• Diagnose development teams' issues, challenges and needs on medium- to high-complexity correction requests, IT services and the rollout and post-rollout phases to determine target outcomes.
• Develop and implement objectives, processes, methods, development tools, solutions and action plans.
• Coordinate the delivery of IT solutions.
• Analyze data.
• Conduct studies.
• Make recommendations.
• Write reports.
• Serve as an IT resource person for the business sectors we serve.
• Handle major incidents when required, determine business impacts and coordinate activities with business representatives.
• Document all IT services and applications.
• Provide support to the business sector on strategic, operational and project initiatives.
• Help report and monitor the sector's performance and stability indicators.
• Represent the business sector on projects, initiatives and IT calls.
• Help management define a culture of stability and promote it to IT officers and business sectors.

IT Business Relationship Advisor

Security Engineer

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Establish and maintain good relationships with referral sources
• Help target and analyze potential member/client files
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals
• Monitor the industry to identify business development opportunities and stay on top of new products and trends

Financial Security Advisor, Life and Health Insurance

• 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 caisse in the community.

Wealth Management Advisor

Insurance

• Lead the onboarding of major and complex Group Business Insurance clients for Desjardins.
• Manage high-value, large market cases that require advanced coordination, precision, and collaboration across multiple teams.
• Work closely with Account Executives and attend strategic meetings with the Regional Vice President (RVP) to align implementation plans with business goals.
• Navigate complex requirements, customize solutions, and ensure all aspects of the onboarding process are executed flawlessly.
• Serve as the lead point of contact for clients during the onboarding of large and complex group business insurance plans for Desjardins.
• Manage end-to-end implementation for high-value clients, ensuring strategic alignment and operational excellence.
• Collaborate with Account Executives, internal departments, and senior leadership, including the RVP, to support business development and client retention.
• Attend strategic meetings to represent implementation interests and contribute to planning and decision-making.
• Analyze complex client requirements and develop tailored solutions that meet both client needs and Desjardins standards.
• Coordinate cross-functional teams and ensure timely execution of all implementation steps.
• Travel across Canada on short notice to support client onboarding, relationship-building, and strategic initiatives.

Senior Implementation Coordinator, Group Business Insurance

• Help prospect for, solicit and build lasting business relationships with members and clients
• Sell products and services and provide services that meet clients’ needs
• Provide support for new DuProprio enrollment requests
• Drive results by reviewing requests for information on specialized products and services
• Promote and sell specialized products and services to meet clients’ needs
• Ensure member/client satisfaction and service quality

Real Estate Advisor

• Help serve and maintain business relationships with members and clients for all claims
• Handle low-complexity auto insurance bodily injury claims
• Investigate claims in accordance with the organization’s standards and policies
• Complete and preserve investigation materials to assess damage exposures in automobile related bodily injury claims
• Review reports and other documents and determine appropriate course of action in accordance with the organization’s standards, policies and quality commitments to ensure client satisfaction
• Work with any and all necessary parties involved in claims

Bodily Injury Claims Advisor

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell life and health insurance products and services through multiple distribution channels
• Develop and implement personalized solutions based on member/client needs
• Monitor the industry trends and best practices

Advisor, Life and Health Insurance

Learning and Development

• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent your unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations

Senior Advisor, Organizational Development

• Recruit, hire, coach and lead your own professional team
• Shape your business with your own unique style and approach
• Sell auto insurance, property insurance, life insurance and financial services
• Enjoy the flexibility you need to balance work and life

Insurance Agent

Software Engineer

• Contribute to IT efficiency and quality by analyzing, designing, configuring, developing, maintaining, and improving software products
• Help develop execution strategies
• Analyze and develop software products (design, coding, and test automation)
• Document technical solutions and ensure the long-term sustainability of products
• Provide technical support for IT operations
• Analyze, diagnose, track, and resolve critical and complex system issues

Programmer Analyst – Systems and Infrastructure Operations, Maintenance, Development

• Prepare the necessary documentation for member and client meetings.
• Manage the advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed by the advisor(s).
• Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
• Take part in producing reports and statistics and preparing related documents.

Advisor, Securities

General Counsel

• Design, update, implement and monitor legal and regulatory compliance action plans, programs, solutions and tools to balance business needs, requirements and best practices
• Diagnose issues, challenges and needs to determine target outcomes
• Analyze information, carry out studies, and develop and propose recommendations to develop best practices for the organization
• Help train internal practitioners, raise awareness and communicate information about our culture of ethics and compliance
• Oversee business line activities
• Help represent internal and external partners and practitioners
• Represent your unit before committees, practitioners and organizational units.