Desjardins

Financial Planning and Analysis

• Work closely with the investment fund development operations leader.
• Prepare regulatory documents, carry out activities related to the taxation of investment funds and actively help implement and maintain processes.
• Work on fund launch or fund change projects.
• Prepare fund fact sheets and help with prospectus renewals.
• Be responsible for investment fund information on the organization's websites and in external databases.
• Coordinate the production of monthly data sheets and agreements with external data and index providers.
• Assist with tax returns for India and Taiwan and other tax forms, as well as with opening and renewing accounts in varying countries.
• Be responsible for the accuracy of investment fund data in databases of external providers.
• Handle requests on key performance indicators (for example, sales, redemptions).
• Coordinate the preparation of content for annual and interim management reports, the publication of distribution estimates, and the monthly, quarterly and annual distributions.
• Be called on to conduct market intelligence activities based on the sector's needs and priorities.

Operations Analyst, Investment Fund Development

Account Manager

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them
• Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Watch for business opportunities that would add a competitive edge to existing products and services
• Take an active role in public relations activities and maintain a presence in the business community.

• 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 and current strategies and practices
• 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

Financial Services Agent

• 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 (Desjardins branch) in the community

Personal Finance Advisor

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Help sell business products and services through multiple distribution channels based on member/client needs
• Develop and maintain business partnerships with major clients and accounts
• Drive results by actively helping your unit achieve its sales and business development objectives
• Work with clients with complex, diverse needs
• Lead and serve as specialist and resource person for clients and practitioners
• Represent the organization and enter into important agreements with clients

Operations

• Provide administrative and operational support to the organization
• Strive to maximize operational profitability and productivity by adapting procedures and equipment
• 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 skills and knowledge of users and their teams
• Support continuous improvement in the unit

Technician, Office Work – Operations

• Provide administrative and operational support to the organization
• Maximize operational profitability and productivity by adapting procedures and equipment
• Provide discipline-specific technical support to help the unit carry out its activities
• Assist with studies, research, and analysis
• Support deployment and maintenance of software and processes
• Train users and assist in preparing technical documentation

Office Operations Technician

Customer Support

• Process and reconcile various reports and requests for all caisse sectors
• Conduct required follow-up with members and clients
• Enter, validate, and save various data in the system
• Serve as liaison with relevant Desjardins departments
• Process transaction notifications and perform subsequent actions and follow-up
• Perform search requests; compile and produce requested information
• Manage filing and document control activities

Operations Support Agent

• Provide personalized member/client service and experience to clients with complex needs.
• Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations.
• Seize business opportunities and provide personalized advice for optimal business development.
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests.
• Ensure the execution of all member and client banking account operations.
• Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method.
• Help manage the advisor's agenda and emails.
• Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers.

Financial Services Agent, Clientele Service Signature

Administration

• Operate, maintain, secure and develop the Secrets Management Platform for multi‐cluster, multi‐region, on‐premise and Azure environments
• Administer, configure and maintain the HashiCorp Vault Enterprise platform
• Manage authentication methods (LDAP, OIDC, TLS, machine-machine)
• Automate operating tasks (Bash, jq, sed and awk scripting)
• Help teams integrate their applications in Vault
• Help migrate secrets from other platforms

Vault Secrets Management Platform Administrator

Actuary

• Manage activities related to the valuation of insurance contracts liabilities and various initiatives and projects in the property and casualty insurance sector
• Support the department management in organizing work and in planning and carrying out the unit’s operational activities, to ensure efficient performance aligned with priorities stemming from the organization’s strategic orientations
• Manage and develop the team by overseeing individual and collective performance, providing support and skills development, fostering engagement and supporting talent retention, while promoting Desjardins’ cooperative values
• Be a leader who can actively participate and guide the organization and industry on various issues
• Continuously optimize the team’s processes, models and analyses to make them simpler and more efficient, while maintaining proper rigor and ensuring appropriate documentation and governance controls that comply with internal best practices as well as regulatory and legal requirements
• Evaluate insurance contracts liabilities, notably in relation to remaining coverage, in a changing environment on several fronts: regulatory, legislative, economic and meteorological
• Ensure clear, accurate communication of analytical results that create value for the organization and support effective decision-making
• Work closely with the other teams in the Property and Casualty Insurance Finance and Corporate Actuarial Services Division as well as the Property and Casualty Insurance Executive Division on a variety of mandates, including pricing, financial planning, performance monitoring and new product development
• Make sure that ICPEI activities are efficiently integrated into DGIG’s processes

Section Manager, Corporate Actuarial Services – Reserving, Property and Casualty 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

• Provide personalized member/client service and experience to clients with complex needs
• Be attentive to the needs of members and clients and propose personalized and effective solutions that meets their needs and expectations
• Seize business opportunities and provide personalized advice for optimal business development
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests
• Ensure the execution of all member and client banking account operations
• Proactively inform members and clients about our digital solutions and equip them to interact with Desjardins using their preferred method
• Help manage the advisor's agenda and emails
• Acquire and cultivate a good knowledge and understanding of Desjardins products and services and competitors' offers

Financial Services Agent – Clientele Service

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them
• Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Watch for business opportunities that would add a competitive edge to existing products and services
• Take an active role in public relations activities and maintain a presence in the business community

Account Manager – Business

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