Desjardins

Human Resources

• Advise managers and management committees to help them implement HR management strategies
• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Identify and anticipate opportunities and recommend the best course of action
• Analyze data, conduct studies, make recommendations and write reports

Human Resources Advisor

Attorney

• Independently carry a case load of litigation files, from start to finish, involving the defence of auto claims, accident benefits, bodily injury, commercial lines, property, subrogation, and coverage work
• Provide assessments to our claims partners on liability and quantum of damages
• Draft opinions, pleadings, and motions
• Conduct Examinations for Discovery
• Attend case-conferences, Licence Appeal Tribunal (LAT) hearings/arbitrations as well as Court for motions, pre-trials and trials
• Share and contribute to the growth of legal knowledge with colleagues
• Focus on and deliver exceptional client experience and superior legal services

Senior Advisor, Legal Affairs

Project Manager

• Support the project sponsor and oversee a work team involved in cross-sector projects and initiatives
• Participate in all the different project phases, from design to rollout
• Identify goals, strategies and approaches, and coordinate efforts for large-scale, innovative projects
• Manage, monitor and communicate the roadmap and budget
• Identify and handle project issues and risks
• Prepare reports and status updates for the project sponsor and other decision-making bodies

Security Engineer

• Overseeing information security for a specific IT sector
• Collaborating with the chief security officer’s representative
• Serving as a sectoral expert for cross-sector files
• Influencing critical suppliers with their information security service delivery
• Acting as a sectoral expert for large-scale projects
• Proactively influencing IT teams

IT Security Officer

Account Manager

• 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 – Commercial Market

• Design, update, implement and monitor legal and regulatory compliance action plans, programs, solutions and tools to balance business needs, requirements and best practices
• Diagnose issues, challenges and needs to determine target outcomes
• Analyze information, carry out studies, and develop and propose recommendations to develop best practices for the organization
• Help train internal practitioners, raise awareness and communicate information about our culture of ethics and compliance
• Oversee business line activities
• Help represent internal and external partners and practitioners
• Represent your unit before committees, practitioners and organizational units.

Legal and Regulatory Compliance Advisor

Analyst

• Contribuer aux activités subséquentes à l’autorisation de financement et de disbursement
• Assurer la validité et la conformité des demandes de financement et leurs conditions
• Analyser et autoriser les disbursements
• Réaliser des plans d’activités pour gérer la préparation des contrats et garanties jusqu’à la publication des garanties et au disbursement des prêts
• Finaliser les fichiers en archivant et en suivant les fichiers manquants

Post Grant Analyst, Business

Business Development Rep

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction
• Analyze and meet technically complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Stay on top of the latest standards, products and services in your field.

Advisor, Business Development and Sales Support

Administration

• Provide administrative support to Desjardins components and help administer specialized products and member/client accounts
• Serve as technical collaborator and provide discipline-specific support for your unit’s activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Draw on decision-making skills to solve technical problems
• Develop and improve methods and procedures
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Design, produce and analyze reports on your sector’s activities

Product Administration Technician

Administrative Assistant

• Help managers plan and coordinate management activities and manage their agendas, calls, emails and mail.
• 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.).
• Produce documents (reports, minutes, statistics, balance sheets, etc.).

• Help institute the compliance framework and enforce related rules
• Research and analyze processes, information management and data processing
• Draw on sound decision-making skills to solve technical problems
• Produce management reports to update recommendations
• Help clients and practitioners follow unit’s standards and processes

Legal and Regulatory Compliance Technician

Financial Planning and Analysis

• Handle client requests
• Perform tasks and 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 choose and maximize their tools and channels according to their desired level of independence and automation
• Identify business opportunities and participate in sales development initiatives

Financial Services Agent

• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Produce complex tax documents that require extensive knowledge of your specialty area
• Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Identify, analyze and diagnose complex issues and make recommendations to decision-making bodies
• Monitor the industry to understand and anticipate trends in your specialty area and make recommendations to develop best practices for the organization
• Represent your unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations.

Senior Advisor, Taxation

• 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

Customer Support

• Process and reconcile various reports and requests for all caisse sectors
• Perform required follow-up activities with members and customers
• Input, validate, and save various data in the system
• Carry out liaison activities with relevant Desjardins components
• Process transaction notices and carry out ensuing activities and follow-up with members and customers
• Perform search requests; organize and produce requested information
• Carry out filing and document management activities
• Take transactional, convenience and informational calls from the AccèsD Contact Centre
• Propose customized and sustainable solutions and ensure the satisfaction of members and customers
• Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards
• Maintain the security of transactions and operations