Desjardins

Content Writer

• Provide technical support to help draft insurance contracts and documents and administer agreements
• Prepare standard group contracts, brochures and amendments
• Draft insurance contracts based on the insurance application
• Keep track of deadlines to meet production deadlines
• Make sure that the documents created meet the client's expectations
• Complete various administrative tasks (prepare PDF texts and post materials on company portals)
• Update and follow up on files

Contract Writing Technician

Financial Planning and Analysis

• Help manage financial accounts in accordance with the organization’s objectives by producing reports
• Perform audits, inspections and financial simulations
• Analyze risks, profits and losses
• Plan and review budget processes
• Manage and control the organization’s accounting systems by gathering, processing and recording financial data
• Assist with product and service pricing and financial engineering
• Provide technical support for projects and operational issues
• Conduct technical studies, research and analysis

General Finance and Accounting Technician

• 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

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, in keeping with Desjardins’s values.
• Lead, coach and motivate your team to develop skills, boost engagement and empower employees.
• Implement and develop a competitive, profitable service offer for your sector that incorporates partnerships with other components in order 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.
• Uphold Desjardins’s cooperative values.

Market Development Manager

Analyst

• Identify, input, analyze and interpret data to inform management decision-making and monitor the application of management policies and practices.
• Make recommendations
• Analyze data, prepare reports, develop and propose solutions and recommendations, and provide advice on how to implement recommendations
• Prepare and propose action plans to address issues in accordance with rules and parameters
• Develop, recommend, implement and update policies, practices and standards
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations.

Analyst, Capital Markets and Treasury

Architect

• Serve as an expert advisor on application solutions and operations architecture
• Advise business partners and stakeholders to help them orient, plan, develop, execute and monitor strategic initiatives
• Organize and manage work to provide guidance on specific technical subjects
• Design IT solutions that meet business needs
• Develop and update policies, standards, architecture targets and supporting foundations
• Identify and analyze potential IT solutions that meet the organization’s needs
• Report major issues
• Establish guidelines and make recommendations to decision-making bodies

Senior IT Architect

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing and insurance products
• 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

Investment and Financing Advisor

Insurance

• Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Develop business partnerships to generate referrals

P&C Insurance Agent

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 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, Organizational Development

Operations

• Provide administrative and operational support to the organization
• Maximize operational profitability and productivity by adapting procedures and equipment
• Provide technical support for projects and operational issues
• Conduct technical studies, research and analysis and serve as resource person for the submission of solutions and action plans
• Roll out and maintain software and manual and automated processes
• Train users
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Support your unit’s continuous improvement

Office Operations Technician

Compliance

• Help managers apply and carry out internal control, risk and compliance activities
• Assist with operational analysis, oversight and prevention
• Analyze issues and situations
• Support the professionals in your unit
• Prepare reports and present them to relevant bodies
• Manage activities related to operational risk
• Monitor the internal control system
• Ensure supervisory controls are completed
• Help managers identify and implement corrective measures
• Ensure compliance with money laundering and terrorist financing legislation

Control, Risk and Compliance Analyst

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

• 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 in your field
• Participate in outreach activities and represent the caisse in the community

• Handle client requests
• Perform tasks and conduct research as needed, and recommend appropriate solutions
• Assist colleagues with managing their schedules and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients select and get the most out of their tools and channels based on their preferred level of autonomy and automation
• Identify business opportunities and participate in sales development initiatives

Financial Services Agent, Clientele

• 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 credit union in the community