Desjardins

Business Analyst

• Analyze costs, benefits, risks, constraints, business opportunities and stakeholder needs in terms of project scope, and identify, formalize and communicate needs and requirements
• Formalize objectives, help identify value for the organization and model business processes
• Work with users to develop solutions that are aligned with the business objectives, analyze impacts on the various stakeholders, identify prerequisites and internal dependencies, ensure a cross-sector vision of the solution and perform end-to-end requirements traceability
• Help develop testing strategies and acceptance testing plans, and support the business sector during solution rollout
• Help develop change management strategies and carry out related activities

Business Analyst, Business Strategies

Advisor

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
• Recommend strategies and solutions to the senior advisor when developing plans.
• Monitor market movements and trends likely to influence members’ and clients’ investments.
• Take part in a range of promotional activities including speaking events, information sessions and other special events.

Wealth Management Advisor

Account Manager

• Initiate, develop and maintain personalized business relationships with current and potential clients
• 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
• 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
• Provide sound and prudent risk management for all portfolios under their responsibility

Account Manager – Commercial and Industrial

Insurance

• Conduct investigations and inspections to assess damage, estimate costs and market value, and produce and review reports and other documents to determine settlement amounts
• Analyze medical, financial and job information and determine eligibility for benefits based on statutory criteria
• Settle claims in accordance with the organization’s standards, policies and quality commitments as well as the contract terms
• Meet deadlines to ensure client satisfaction and avoid penalties
• Negotiate with all parties involved to ensure smooth claims processing.

Claims Advisor, P&C Insurance

• 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.

• 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

Business Analyst, Business Strategies

Wealth Management Advisor

Account Manager – Commercial and Industrial

Claims Advisor, P&C Insurance

Credit Authorization Advisor – Business

Senior Strategic IT Procurement Advisor

Client Financial Services Agent

IT Business Relationship Advisor

Financial Security Advisor, Life and Health Insurance

Wealth Management Advisor

Senior Implementation Coordinator, Group Business Insurance

Real Estate Advisor

Bodily Injury Claims Advisor

Advisor, Life and Health Insurance

Senior Advisor, Organizational Development