Desjardins

System Administrator

• Design, configure, administer, maintain and upgrade computer networks, management systems and database servers
• Plan, design, modify, implement, update and develop data structures for important projects and initiatives in medium- to large-scale database environments
• Install, configure and support database management systems
• Ensure databases are secure, accurate, consistent, maintained and used optimally
• Plan and prioritize work to meet objectives
• Help create and maintain small- to mid-size data environments
• Help analyze data structures to operationalize environments
• Install, configure and support data structures for target environments and applications, ensuring their security and integrity
• Help practitioners manage, use and access databases
• Develop and update system and database documentation
• Advise and support the IT development team with new database development and change work
• Automate data structure activities
• Serve as a resource person to the IT development team for database modifications and new development
• Coordinate frequently with stakeholders in other fields
• Help solve complex problems using analytical skills and extensive knowledge of the line of business

Database Administrator, System and Infrastructure Operations

Manager

• Support the immediate supervisor with work organization, operational planning, and special initiatives
• Develop, implement, and track the unit’s action plan
• Align the unit’s action plan with organizational strategic orientations and other administrative units
• Establish management and communication practices supporting change management, talent attraction and retention, skills development, employee engagement, and diversity
• Define and implement activities related to the unit’s services
• Ensure entrusted projects are carried through to maximize targeted business results and member/client satisfaction
• Manage individual and team performance
• Continuously improve management processes under responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence

Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Recommend investments, loans and insurance products
• Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and 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

Personal Finance Advisor

Administration

• Identify, input, analyze and interpret data required to support testing phases, implementation strategies and decision-making for IT solutions
• Automate appropriate tasks or infrastructure components
• Identify situations affecting the quality and stability of environments and advise on recommendations based on impacts, risks and opportunities
• Respond quickly to urgent incidents affecting environment stability
• Develop and automate tasks and infrastructure components
• Implement and update policies, practices and standards
• Administer and maintain the CyberArk platform to secure privileged access rights
• Configure and manage safes, restricted accounts and security policies
• Monitor and analyze privileged account activity to detect and respond to security incidents
• Collaborate with security and infrastructure teams to integrate CyberArk into access management processes
• Implement and continually improve best practices for managing access rights

Privileged Access Management, Platform Administrator

Sales

• Proactively sell and support Desjardins Investments products and services to the investment advisor community in the assigned territory
• Generate new sales while maintaining assets under management
• Develop and maintain relationships with independent financial advisors
• Partner with the Regional Sales Consultant to design and implement the territory's executive plan
• Conduct proactive one-on-one sales meetings using a consultative sales approach
• Implement a territorial business plan focused on deepening existing client relationships and prospecting
• Meet and exceed activity and sales targets
• Manage and prioritize prospects and territory coverage
• Maintain knowledge of Desjardins investment solutions, competition and financial markets
• Use sales tools and technology, including CRM, Excel, hypothetical illustration tools, financial calculators and WebEx
• Conduct business development activities, including branch presentations, advisor and investor seminars, and dealer conferences
• Represent Desjardins Investments at industry events
• Collaborate with the Regional Sales Advisor

Regional Sales Director, Wholesaler

Data Scientist

• Design models and strategies to quickly detect transactional anomalies
• Explore, analyze and synthesize information to understand the characteristics of active fraud schemes
• Develop strategies for detecting transactional fraud
• Test the theoretical performance of fraud mitigation models, rules and tools
• Deploy fraud mitigation models, rules and tools into production
• Continuously monitor fraud patterns and model and strategy performance
• Research and develop predictive variables to improve fraud detection
• Develop, update and produce dashboards, data visualizations and reports
• Optimize and automate key fraud detection analytics processes
• Provide ad hoc advice on projects to improve fraud risk management tools
• Advise risk management teams and business sectors in the field
• Monitor industry trends to develop and update organizational best practices

Data Scientist, Fraud Detection

Advisor

• Advise clients on the best solutions and strategies and determine target outcomes
• Develop detailed action plans with project stakeholders and monitor progress
• Support project teams and coordinate follow-up for all activities
• Work with clients to obtain plan details and clarify requirements
• Identify and resolve issues as they arise
• Recommend technology solutions and provide clients with administrative support
• Assess whether project objectives have been achieved
• Participate in the bidding process and meetings with finalists
• Lead or support operational efficiency and continuous improvement initiatives

Senior Implementation Advisor

• Advise clients on the best solutions and strategies and determine target outcomes
• Develop a detailed action plan with project stakeholders and monitor its progress
• Support project teams and coordinate follow-up for all activities
• Work with clients to obtain plan details and clarify requirements
• Identify and resolve issues as they arise
• Recommend technology solutions and provide clients with administrative support
• Assess whether project objectives have been achieved
• Participate in the bidding process and meetings with finalists
• Lead or support operational efficiency and continuous improvement initiatives

• Support the immediate supervisor by helping with work organization and operational planning for the unit
• 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 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
• Promote Desjardins Group’s cooperative values
• Continuously improve the management of processes under your responsibility

Section Manager

• Work in close collaboration with account managers to maintain business relationships with members and clients through sales support activities
• Complete documentation following appointments with members and clients
• Meet with members and clients to obtain signatures and answer questions related to operations
• Open accounts and present and close sales of products and services, including the Business Freedom Solutions plan
• Direct and assist members and clients in using products and services
• Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities
• Contact members and clients to confirm planned transactions
• Make courtesy calls upon request by account managers
• Help prepare and deliver presentations targeted at members and clients and follow up as needed
• Contribute to business development through solicitation activities
• Build strong business relationships with members and clients
• Identify client needs, ensure satisfaction, and maximize sales opportunities
• Keep files up to date and ensure they are complete and compliant with deadlines and quality standards
• Respect policies, practices, and standards for secure transactions and operations

Client Financial Services Agent

Artificial Intelligence

• Help business sectors analyze and organize their AI needs to steer initiatives toward the most appropriate solutions
• Contribute expertise in value creation, adoption and productivity AI capabilities during workshops exploring and refining use cases
• Help business partners assess expected value, identify benefits and define success metrics
• Help business sectors navigate governance and risk management processes and obtain required approvals
• Recommend solutions tailored to business needs based on capabilities, constraints, risks and desired outcomes
• Define, document and continuously improve methods, guides, templates and best practices for responsible AI adoption
• Serve as liaison between business sectors, technology teams, data teams and governance partners
• Monitor developments in AI technology and business applications

Senior Analyst, AI Solutions

• Assist with needs analysis, training development, logistics and delivery
• Coach and mentor employees
• Advise and assist clients and partners
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• Share ideas and help solve problems using analytical skills and line-of-business knowledge
• Interact with stakeholders working in other fields
• Diagnose issues, challenges and needs to determine target outcomes
• Plan, coordinate and deliver employee training
• Carry out post-training activities and recommend corrective measures
• Help develop, produce, deliver and promote new training programs, solutions and content
• Suggest delivery methods
• Help develop and implement objectives, solutions, policies, programs and action plans
• Analyze data, conduct studies, make recommendations and write reports

Skills Training and Competency Development Advisor

• Advise clients and partners on positioning, planning, developing, executing, and monitoring strategic projects and initiatives
• Develop and update policies, standards, models, and programs supporting strategic projects and initiatives
• Identify, analyze, and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Develop business plans and business intelligence
• Monitor business plans and performance
• Set targets and identify opportunities to improve service delivery
• Design and deliver business strategies and solutions aligned with business architecture
• Lead and influence development projects and complex strategic initiatives
• Develop and recommend strategic directions and business positions
• Advise on planning and execution of operationally and conceptually complex projects and initiatives
• Serve as expert advisor, subject matter expert, resource person, and coach for senior management and decision-making bodies
• Coordinate with stakeholders across a wide range of fields

Senior Advisor, Business Strategies

• Serve, solicit, develop and maintain business relationships with mass-affluent Signature Service members and clients
• Advise and assist members and clients in executing savings, investment and other 360° strategies
• Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships
• Offer premium support to members and clients
• Carry out and follow up on strategies
• Make recommendations to ensure member and client satisfaction and support business growth
• Manage risk and compliance with practices and policies
• Drum up new business and develop the full potential of existing members and clients
• Set goals and advise members and clients on the best strategies
• Develop comprehensive 360° offerings based on member and client needs
• Contribute to sales objectives through action plans based on the business plan
• Stay up-to-date on market trends and best practices
• Participate in promotional and public relations activities and maintain a presence in the business community

Senior Wealth Management Advisor

Account Manager

• Prospect, solicit, develop and maintain business relationships with a clientele composed primarily of medium organizations operating in the real estate sector
• Promote and sell Desjardins products and services to grow the centre’s business
• Represent, negotiate and engage companies as part of agreements with significant impact on the business centre
• Balance sales objectives, prudent risk management, portfolio profitability, and member, client and partner satisfaction
• Initiate, develop and maintain personalized relationships with current and potential clients
• Serve as a key intermediary between the business centre and members and clients
• Ensure proper usage, updating, and satisfaction with products and services
• Analyze dissatisfaction sources and recommend solutions
• Identify and analyze needs, develop personalized solutions, and prepare integrated service offerings
• Negotiate applicable conditions with members and clients
• Recommend strategies for increased business volume, sound risk management, portfolio profitability, and stronger relationships
• Identify business development opportunities and execute promotional activities
• Participate in targeted public relations activities and actively in the business community
• Address client and member needs, seize opportunities, and refer them appropriately
• Adhere to policies, practices, standards, and laws governing financial product and service distribution
• Provide sound and prudent risk management for assigned portfolios

Database Administrator, System and Infrastructure Operations

Manager

Personal Finance Advisor

Privileged Access Management, Platform Administrator

Regional Sales Director, Wholesaler

Data Scientist, Fraud Detection

Senior Implementation Advisor

Senior Implementation Advisor

Section Manager

Client Financial Services Agent

Senior Analyst, AI Solutions

Skills Training and Competency Development Advisor

Senior Advisor, Business Strategies

Senior Wealth Management Advisor

Account Manager, Real Estate Market