Desjardins

Advisor

• 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

Insurance

• 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

Senior Advisor, Organizational Development

• Recruit, hire, coach and lead your own professional team
• Shape your business with your own unique style and approach
• Sell auto insurance, property insurance, life insurance and financial services
• Enjoy the flexibility you need to balance work and life

Insurance Agent

Software Engineer

• Contribute to IT efficiency and quality by analyzing, designing, configuring, developing, maintaining, and improving software products
• Help develop execution strategies
• Analyze and develop software products (design, coding, and test automation)
• Document technical solutions and ensure the long-term sustainability of products
• Provide technical support for IT operations
• Analyze, diagnose, track, and resolve critical and complex system issues

Programmer Analyst – Systems and Infrastructure Operations, Maintenance, Development

• Prepare the necessary documentation for member and client meetings.
• Manage the advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed by the advisor(s).
• Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
• Take part in producing reports and statistics and preparing related documents.

Advisor, Securities

General Counsel

• 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.

Advisor, Legal and Regulatory Compliance

Client Services Representative

• Work closely with advisors to provide personalized support to members and clients
• Support advisors in delivering services and maintaining client relationships
• Handle client inquiries and recommend appropriate solutions
• Assist colleagues with managing their schedules and emails
• Help members and clients select tools and channels based on their preferences
• Identify business opportunities and contribute to sales development initiatives

Client Financial Services Agent

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

Attorney

• Design, institute and coordinate the compliance framework and enforce related rules
• Analyze issues related to the legal and regulatory compliance
• Support more experienced professionals in preparing opinions and implementation plans
• Conduct research and preliminary analysis
• Identify, input, analyze and interpret data to inform management decision-making
• Monitor the application of management policies and practices
• Analyze risks and help implement compliance recommendations
• Help develop and optimize procedures and implement tools

Analyst, Legal and Regulatory Compliance

Financial Planning and Analysis

• Supervise and coordinate a group of financing analysts
• Assist in managing workflows
• Perform follow-ups and controls
• Prepare recommendations and communicate results to account managers
• Ensure operational continuity

Financing Analyst

Project Officer

• Monitor project scopes, budgets and timelines in order to produce reports
• Anticipate, identify and analyze trends and discrepancies and suggest solutions to help the team meet their performance indicators
• Assist the team with risk, issue and document management
• Ensure project management best practices are followed
• Help the team update the timeline by keeping track of milestones and key dates for squads and contributors
• Monitor and analyze the plan, make resource capacity recommendations and update the project plan.

Project Control Officer

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and offer appropriate advice
• Manage business relationships, assess member/client satisfaction and service quality
• Stay up-to-date on the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

Actuary

• Conduct analyses to assess insurance contract liabilities for all products and provinces and ensure the integrity of the data produced.
• Participate in the development and maintenance of valuation models and assumptions for insurance contract liabilities.
• Develop and maintain various models, analyze their results and produce reports required by the organization or the various regulators.
• Contribute to continuous improvement activities in your team.