Desjardins

Administrative Assistant

• Support the management team in managing and tracking their schedules
• Perform various secretarial tasks, including drafting, formatting, updating, producing, and proofreading documents
• Carry out various administrative tasks related to internal management
• Ensure document management and file updates
• Prepare for and attend various meetings
• Participate in organizing the logistics of different events
• Provide support to team members regarding information searches and operational processes
• Collaborate with administrative assistants within the Vice-Presidency

Internship – Administrative Assistant

Financial Planning and Analysis

• 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.

Personal Finance Advisor – Assigned Clientele

Support Engineer

• Provide user support and assistance for IT applications
• Perform MIC platform administration activities
• Perform basic network activities
• Manage computer equipment, technological systems and equipment
• Produce and transmit reports concerning problems encountered
• Compile various statistics and other data on the observance of service standards
• Inform the Help Desk Services team of changes to be made to computer equipment
• Carry out activities related to systems and technological equipment
• Analyze equipment needs, propose solutions and acquisition and disposal procedures
• Act as IT and technology expert for users
• Develop and propose simple training activities for users of computer equipment
• Participate in planning and implementing activities required in deploying and upgrading desktop systems
• Ensure the application of standards, procedures, advice and recommendations regarding computer security
• Oversee all activities related to the flow of technical information necessary for the platform's smooth operation
• Manage and update various Web and platform applications, profiles, standardized groups and user IDs
• Manage licences for the various applications as well as the ensuing costs

Technical Support Agent – Wealth Management

Analyst

• Analyze and identify user needs, work on mandates to collect, process and analyze data
• Build and develop complex reports using database management systems and make recommendations to support decision-making
• Identify opportunities to improve work methods and processes, and recommend improvements to data management tools
• Help clients define their needs, make recommendations and provide advice for selecting, implementing and using data management tools
• Do research and perform descriptive and diagnostic analyses to ensure optimal data use and make recommendations in line with business issues and needs

Data Valuation Analyst

• 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
• Consolidate and coordinate deliverables for decision-making bodies containing confidential, strategic information
• Plan and attend management committee and other meetings
• Draft reports and minutes and follow up as needed
• Help organize event logistics (meetings, travel, public relations activities, etc.)

Project Manager

• Support the project sponsor and oversee a work team involved in cross-sector projects and initiatives to ensure objectives are met
• Participate in all the different project phases, from design to rollout
• Organize, manage and control the human, material, financial and IT resources needed to deliver very large-scale, innovative projects involving multiple sectors
• Manage, monitor and communicate the roadmap and budget, and define and promote governance
• Identify and handle project issues and risks
• Prepare reports and status updates for the project sponsor and other decision-making bodies, and help manage internal and external suppliers

Project Leader, Project Management

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Welcome members and clients in a courteous and dynamic manner, quickly determine their needs and direct them to the appropriate people or channels.
• Provide general information about Desjardins products and services.
• Work together with personal finance advisors to improve the service quality available to members.

Financial Services Agent

• Provide user support and assistance for IT applications
• Perform MIC platform administration activities (e.g. server shutdown and start-up, verifying automatic system operations)
• Perform basic network activities (e.g. reactivating passwords, configuring new users)
• Manage computer equipment and technological systems
• Produce and transmit reports concerning problems encountered
• Analyze equipment needs and propose solutions
• Support users in optimizing their use of systems and equipment
• Develop and propose simple training activities for users
• Ensure the application of standards regarding computer security
• Manage and update various Web and platform applications

Wealth Management Technical Support Agent

Account Manager

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them
• Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Watch for business opportunities that would add a competitive edge to existing products and services
• Take an active role in public relations activities and maintain a presence in the business community.

Account Manager, Business

• Develop and maintain lasting and trusting business relationships with members and clients
• 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
• Participate in outreach activities and represent the caisse in the community

Account Executive

• Initier, développer et maintenir des relations d'affaires personnalisées avec les clients actuels et potentiels
• Agir en tant que gestionnaire de compte en servant d'intermédiaire clé entre le centre d'affaires et les membres et les clients
• Analyser les sources d'insatisfaction et recommander des solutions potentielles
• Identifier et analyser les besoins des membres et des clients

Directeur de comptes – Marché commercial

Risk

• Assist with risk management and supervision analysis, research and development.
• Analyze and help diagnose issues.
• Provide opinions in accordance with your discipline’s rules.
• Help develop recommendations and implementation plans.
• Develop tools, methods and processes.
• Identify, input, analyze and interpret data to support management decision-making and risk management and supervision control processes.
• Make recommendations Analyze risks and write reports.
• Prepare recommendations and provide advice on how to implement them.
• Help prepare and propose action plans to address issues in accordance with rules and parameters.
• Develop and write methods and processes.

Analyst, Risk Management

• Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
• Act as an account manager by serving as a key intermediary between the business centre and members and clients.
• Ensure proper usage and updating of, as well as satisfaction with the products and services offered.
• Analyze sources of dissatisfaction and recommend potential solutions.
• Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering.
• Negotiate applicable conditions with members and clients.
• Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
• Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
• Execute various promotional activities as part of the centre's business operations.
• Participate in targeted public relations activities and participate actively in the business community.
• Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
• Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services.
• Provide sound and prudent risk management for all portfolios under their responsibility.

Account Manager, Agricultural Market

Manager

• Support your immediate supervisor by helping to develop business strategies in line with Desjardins’s strategic priorities 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 target results.
• Put in place management and communication practices that promote talent acquisition and management, team synergy and change management.
• Lead, coach and motivate the team to develop skills, boost engagement and empower employees.
• Implement and develop a competitive, profitable service offer that incorporates partnerships 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.

Assistant Manager, Market Development

• 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
• Draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality
• 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 and current strategies and practices
• Tailor your 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

Internship – Administrative Assistant

Personal Finance Advisor – Assigned Clientele

Technical Support Agent – Wealth Management

Data Valuation Analyst

Administrative Assistant

Project Leader, Project Management

Financial Services Agent

Wealth Management Technical Support Agent

Account Manager, Business

Personal Finance Advisor – Assigned Clientele

Directeur de comptes – Marché commercial

Analyst, Risk Management

Account Manager, Agricultural Market

Assistant Manager, Market Development

Client Financial Services Agent