Desjardins

Financial Planning and Analysis

• 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

Data Scientist

• Ensure that modelling processes make appropriate use of available data based on characterization, quality and processing as part of strategic initiatives
• Ensure that predictive modelling is carried out according to the required standards and that Desjardins Group’s quality criteria are met through the validation process
• Analyze the business needs behind the model and confirm the model’s suitability through validation
• Ensure that the programming required to prepare and mine data, and to develop, evaluate, support, roll out and manage highly conceptually complex and innovative models meets the required standards
• Use advanced and innovative statistical, machine learning and artificial intelligence methods to test the methodologies proposed by the first line of defence
• Help draft guidelines and methods and shape methodological and technological choices
• Advise and train teams on quantitative model validation methods and update them to improve delivery speed
• Identify opportunities to optimize rules and systems, anticipate underlying impacts of changes and help develop data management and modelling support tools
• Represent teams with various internal interested parties
• Monitor the industry to understand and anticipate trends in your field of expertise in model validation, with a view to developing and updating practices that are contextually appropriate for the organization
• Ensure alignment with relevant regulatory expectations for property and casualty (P&C) insurance

Data Scientist, Model Validation

Operations

• Ensure the completion of the unit's administrative business processes.
• Perform analysis.
• Produce or revise reports and statistics.
• Carry out various administrative, operational and quality controls.
• Take corrective measures and carry out the required follow-ups.
• Provide support to users in the efficient use of tools and systems.
• Perform various administrative tasks related to data entry, extraction, processing, compilation and coding.
• Provide various information related to policies, programs and processes in your field.
• Prepare or revise presentations and other related documents.

Office Operations Agent

Product Manager

• Design, implement and manage a line of high-performing products
• Develop, price, improve, implement and promote products based on needs
• Lead and influence specialists and stakeholders on development projects
• Make recommendations on strategic initiatives
• Monitor competition and market developments, establish strategies
• Provide leadership in defining product's directions and optimize offers
• Ensure product line compliance with laws and regulations

Product Leader

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide service tailored to client needs in accordance with current strategies and practices
• Lead and influence clients and practitioners on sales and service development projects
• Boost the organization’s development and profitability while retaining clients and stakeholders
• Analyze extremely complex problems and develop and implement personalized solutions

Senior Advisor, Financial Planning

• The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities.
• Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan).
• Direct and assist members and clients in using the above.
• Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
• As needed, contact members and clients to confirm planned transactions.
• Make courtesy calls upon request by the account managers.
• Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
• Contribute to business development by participating in a variety of solicitation activities.
• Use contacts with members and clients to build strong business relationships.
• Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
• Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
• Respect all policies, practices and standards in effect for conducting transactions and operations securely.

Client Financial Services Agent

Account Manager

• Be attentive to the needs of medium-sized organizations operating in the real estate or commercial sectors
• Build solid relationships of trust with organizations by offering them simple, innovative solutions
• Engage in business development and maintain a strong network of contacts
• Stay abreast of new trends in financing
• Work on major projects with co-workers in the commercial sector

• Advise members and clients on optimal financial strategies and work with them to define expected outcomes.
• 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.

Director

• Support the vice-president by helping define strategic priorities
• Develop and deliver the administrative department’s business plan
• Apply management and communication practices encouraging change management
• Define and ensure the implementation of activities related to the unit’s services
• Support the administrative unit’s business plan by successfully managing individual and team performance
• Continuously improve the management of processes under your responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence

Directeur principal, Partenariat, liaison et renseignement

Analyst

• Validate document and contract consistency and compliance as well as compliance with conditions and guarantees.
• Prepare activity plans for BBO SSC to handle contract and guarantee preparation up until the time that guarantees are published and the loan is disbursed.
• Complete the disbursement roadmap.
• Finalize files by, for example, archiving and following up on missing files.

Post Grant Analyst, Business

• Help set sales objectives and develop action plans based on the business plan
• Create the right conditions to meet targets
• Solicit and develop and maintain personal business relationships with clients to promote your line of products and services
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Monitor the industry to identify business development opportunities
• Take an active role in public relations activities and maintain a presence in the business community.

Account Manager – Business

• Identify, analyze and document users' data needs and help operationalize solutions
• Use database management systems to generate and update reports that give users a streamlined picture of results
• Identify opportunities to improve work methods and develop data management tools
• Provide advice for selecting, implementing and using data management tools
• Identify, prepare, describe, interpret and validate data needed for analyses, and make suitable recommendations to support decision-making

Data Valorization Analyst

• 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
• 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

Sales

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products and services.
• Review requests, research solutions and make recommendations
• Identify trends, weaknesses and opportunities. Make recommendations
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in your field.

Personal Finance Advisor

Data Scientist, Model Validation

Office Operations Agent

Product Leader

Senior Advisor, Financial Planning

Client Financial Services Agent

Account Manager

Personal Finance Advisor

Personal Finance Advisor

Directeur principal, Partenariat, liaison et renseignement

Post Grant Analyst, Business

Account Manager – Business

Data Valorization Analyst

Personal Finance Advisor

Advisor, Member/Client Sales and Service