Desjardins

Advisor

• Develop 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
• Lead and influence development projects and complex strategic initiatives
• Serve as expert advisor and subject matter expert for senior management

Senior Advisor, Business Strategies

Actuary

• Diagnose actuarial analysis issues, challenges and needs to determine target outcomes
• Develop statistical models using a variety of techniques and tools tailored to your business needs
• Develop and help implement objectives, solutions and action plans
• Analyse data, conduct studies, make recommendations and write reports.

Advisor, Actuarial Analysis and Statistics

• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, and programs to support strategic projects
• Identify, analyze, diagnose, and resolve major issues and provide recommendations
• Represent the unit to senior management and negotiate agreements with external partners

Senior Advisor, Actuarial Analysis and Statistics

• 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

Wealth Management Advisor

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

• 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.

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 Advisor, Business Strategies

Advisor, Actuarial Analysis and Statistics

Senior Advisor, Actuarial Analysis and Statistics

Wealth Management Advisor

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