Desjardins

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

• Provide personalized member/client service and experience to clients with complex needs
• Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations
• Seize business opportunities and provide personalized advice for optimal business development
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests
• Ensure the execution of all member and client banking account operations
• Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method
• Help manage the advisor's agenda and emails
• Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers

Financial Services Agent – Clientele Service

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

Risk

• Assist with risk management and supervision analysis, research and development
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of your line of business
• Frequent interaction with stakeholders working in other fields

Advisor, Risk Management

Procurement

• Help purchase or rent goods and services for the organization
• Responsible for sourcing and procurement of goods and services, asset management, and contract management
• Research and analyze processes, information management and data processing
• Submit solutions and action plans and take corrective action as needed
• Follow up and verify as needed to meet quality standards and follow purchasing and procurement processes
• Prepare documents and validate information for day-to-day purchasing and procurement management

Procurement and Purchasing Technician

Project Manager

• Coordinate and track capital projects, renovations, and building initiatives in the Aurora office and assist at other locations
• Assist in coordinating with both internal teams and external vendors including engineers, architects, HVAC specialists, and building system consultants
• Assist in the preparation and issuance of RFPs (Requests for Proposals)
• Provide coordination support for tenant improvements and base building renovations
• Assist with scheduling, site coordination, and issue tracking during project execution
• Assist in coordinating energy efficiency and building decarbonization initiatives
• Provide coordination support during building incidents and emergency situations
• Assist in maintaining and updating emergency preparedness plans and documentation
• Maintain organized project records, including contracts, drawings, permits, and reports
• Assist in tracking permits, inspections, and regulatory requirements

Project Coordinator

• Develop and maintain business relationships with members and clients
• Advise members and clients on optimal financial strategies
• Manage business relationships and assess client satisfaction
• Stay up to date on the financial services industry and market trends
• Participate in outreach activities and represent the Caisse Desjardins in the community

• Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
• 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

Sales

• Proactively hold one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to promote the right investment solution.
• Carry out a business plan for the area that focuses on deepening existing client relationships and engage in prospecting activities to expand the scope of Desjardins’s investment solutions.
• Consistently achieve and exceed minimum activity and sales objectives.
• Continually demonstrate efficient management and prioritization of prospects and area coverage.
• Maintain a solid understanding of Desjardins’s investment solutions, competitors and financial markets.
• Effectively use the sales tools provided (CRM, Excel to perform, monitor and analyze the effectiveness/impact of targeted sales campaigns, hypothetical illustration tools, financial calculators and Webex presentations).
• Carry out business development activities such as giving presentations at branch meetings, leading seminars for advisors and investors and attending dealer conferences.
• Represent Desjardins at industry-related events.
• Work with the regional sales advisor through effective, ongoing communication and area planning

Regional Sales Director, Wholesaler

Actuary

• 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, diagnose and address major issues and make recommendations to decision-making bodies
• Represent your unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations.

Senior Advisor, Actuarial Analysis and Statistics

Legal Assistant

• Assist counsel with managing litigation files throughout the entire legal process
• Draft and edit pleadings, correspondence, and other legal documents
• Manage calendars and perform general administrative tasks
• Handle incoming client calls, including screening and directing inquiries
• Prepare court briefs and documentation for trials and arbitration hearings
• Perform electronic filing and document processing
• Provide confidential administrative support to legal counsel
• Ensure a high standard of client service and contribute to the delivery of superior legal support

• Initiate, develop and maintain personalized business relationships with current and prospective clients to promote and sell Desjardins’ products and services.
• Serve as an account manager and act as the primary liaison between the business centre and members and clients.
• Ensure correct use, timely updating and overall satisfaction with the products and services offered.
• Analyze sources of dissatisfaction and recommend appropriate solutions.
• Identify and analyze member and client needs, develop tailored solutions and prepare an integrated service offering.
• Negotiate applicable terms and conditions with members and clients.
• Recommend strategies and solutions to help the business centre achieve objectives such as increased business volume, sound risk management, portfolio profitability and stronger client relationships.
• Use market intelligence to identify business development opportunities that enhance the competitiveness of the products and services offered.
• Carry out various promotional activities as part of the centre’s business operations.
• Take part in targeted public relations activities and actively participate in the business community.
• Listen to client and member needs to ensure full satisfaction, capture business opportunities and, when appropriate, refer them to the right specialist to meet their needs.
• Comply with all policies, procedures and standards in effect, as well as applicable laws governing the distribution of financial products and services.
• Provide prudent risk management for all portfolios under your responsibility.

Account Manager – Real Estate Market

• Advise members and clients on the most effective strategies and collaborate with them to define expected outcomes
• 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 Caisse Desjardins in the community

• Maintain outstanding relationships between GRS and the client and advisors/consultants with the CRM.
• Attend client meetings as required with the CRM, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
• Provide support to the CRM on identified requests/projects for strategic clients which will require collaborating with internal partners.
• Understand and review industry trends and stay current on new or modified products and services to help support the CRM.
• Identify possible best practices for our clients.
• Take ownership for submitting identified requests, such as marketing or education, to support client initiatives which will include peer reviews.
• Participate and contribute to internal projects with the objective of bringing the client perspective to the conversation.
• Support the resolution of issues with the help of internal teams, inform them of potential problems and make recommendations to improve client satisfaction.

Account Manager, Group Retirement Savings

Administration

• Assist with highly complex strategic initiatives and serve as subject matter leader
• Liaise with stakeholders to understand their needs and challenges
• Represent specialty on initiatives requiring high-level expertise in a complex field
• Complete strategic assessments, develop scenarios and solve unique and complex problems
• Develop and implement business practices that meet clients’ complex business needs
• Design solutions that meet highly complex needs, recommend implementation strategies and priorities
• Develop implementation oversight mechanisms for innovative solutions

Personal Finance Advisor

Financial Services Agent – Clientele Service

Account Manager – Business

Advisor, Risk Management

Procurement and Purchasing Technician

Project Coordinator

Personal Finance Advisor

Personal Finance Advisor

Regional Sales Director, Wholesaler

Senior Advisor, Actuarial Analysis and Statistics

Legal Assistant

Account Manager – Real Estate Market

Personal Finance Advisor

Account Manager, Group Retirement Savings

Expert Advisor, Administration