Desjardins

Risk

• Assist with risk management and supervision analysis, research and development
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of your line of business
• Frequent interaction with stakeholders working in other fields

Advisor, Risk Management

Procurement

• Help purchase or rent goods and services for the organization
• Responsible for sourcing and procurement of goods and services, asset management, and contract management
• Research and analyze processes, information management and data processing
• Submit solutions and action plans and take corrective action as needed
• Follow up and verify as needed to meet quality standards and follow purchasing and procurement processes
• Prepare documents and validate information for day-to-day purchasing and procurement management

Procurement and Purchasing Technician

Project Manager

• Coordinate and track capital projects, renovations, and building initiatives in the Aurora office and assist at other locations
• Assist in coordinating with both internal teams and external vendors including engineers, architects, HVAC specialists, and building system consultants
• Assist in the preparation and issuance of RFPs (Requests for Proposals)
• Provide coordination support for tenant improvements and base building renovations
• Assist with scheduling, site coordination, and issue tracking during project execution
• Assist in coordinating energy efficiency and building decarbonization initiatives
• Provide coordination support during building incidents and emergency situations
• Assist in maintaining and updating emergency preparedness plans and documentation
• Maintain organized project records, including contracts, drawings, permits, and reports
• Assist in tracking permits, inspections, and regulatory requirements

Project Coordinator

Financial Planning and Analysis

• Develop and maintain business relationships with members and clients
• Advise members and clients on optimal financial strategies
• Manage business relationships and assess client satisfaction
• Stay up to date on the financial services industry and market trends
• Participate in outreach activities and represent the Caisse Desjardins in the community

Personal Finance Advisor

• Advise members and clients on optimal strategies and collaborate 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 Caisse in the community

Sales

• Proactively hold one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to promote the right investment solution.
• Carry out a business plan for the area that focuses on deepening existing client relationships and engage in prospecting activities to expand the scope of Desjardins’s investment solutions.
• Consistently achieve and exceed minimum activity and sales objectives.
• Continually demonstrate efficient management and prioritization of prospects and area coverage.
• Maintain a solid understanding of Desjardins’s investment solutions, competitors and financial markets.
• Effectively use the sales tools provided (CRM, Excel to perform, monitor and analyze the effectiveness/impact of targeted sales campaigns, hypothetical illustration tools, financial calculators and Webex presentations).
• Carry out business development activities such as giving presentations at branch meetings, leading seminars for advisors and investors and attending dealer conferences.
• Represent Desjardins at industry-related events.
• Work with the regional sales advisor through effective, ongoing communication and area planning

Regional Sales Director, Wholesaler

Actuary

• 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, diagnose and address major issues and make recommendations to decision-making bodies
• Represent your unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations.

Senior Advisor, Actuarial Analysis and Statistics

Account Manager

• Initiate, develop and maintain personalized business relationships with current and prospective clients to promote and sell Desjardins’ products and services.
• Serve as an account manager and act as the primary liaison between the business centre and members and clients.
• Ensure correct use, timely updating and overall satisfaction with the products and services offered.
• Analyze sources of dissatisfaction and recommend appropriate solutions.
• Identify and analyze member and client needs, develop tailored solutions and prepare an integrated service offering.
• Negotiate applicable terms and conditions with members and clients.
• Recommend strategies and solutions to help the business centre achieve objectives such as increased business volume, sound risk management, portfolio profitability and stronger client relationships.
• Use market intelligence to identify business development opportunities that enhance the competitiveness of the products and services offered.
• Carry out various promotional activities as part of the centre’s business operations.
• Take part in targeted public relations activities and actively participate in the business community.
• Listen to client and member needs to ensure full satisfaction, capture business opportunities and, when appropriate, refer them to the right specialist to meet their needs.
• Comply with all policies, procedures and standards in effect, as well as applicable laws governing the distribution of financial products and services.
• Provide prudent risk management for all portfolios under your responsibility.

Account Manager – Real Estate Market

• Advise members and clients on the most effective strategies and collaborate 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 Caisse Desjardins in the community

• Maintain outstanding relationships between GRS and the client and advisors/consultants with the CRM.
• Attend client meetings as required with the CRM, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
• Provide support to the CRM on identified requests/projects for strategic clients which will require collaborating with internal partners.
• Understand and review industry trends and stay current on new or modified products and services to help support the CRM.
• Identify possible best practices for our clients.
• Take ownership for submitting identified requests, such as marketing or education, to support client initiatives which will include peer reviews.
• Participate and contribute to internal projects with the objective of bringing the client perspective to the conversation.
• Support the resolution of issues with the help of internal teams, inform them of potential problems and make recommendations to improve client satisfaction.

Account Manager, Group Retirement Savings

Administration

• Assist with highly complex strategic initiatives and serve as subject matter leader
• Liaise with stakeholders to understand their needs and challenges
• Represent specialty on initiatives requiring high-level expertise in a complex field
• Complete strategic assessments, develop scenarios and solve unique and complex problems
• Develop and implement business practices that meet clients’ complex business needs
• Design solutions that meet highly complex needs, recommend implementation strategies and priorities
• Develop implementation oversight mechanisms for innovative solutions

Expert Advisor, Administration

Operations

• Provide administrative and operational support to the organization
• Maximize operational profitability and productivity by adapting procedures and equipment
• Serve as technical expert and provide discipline-specific support for your unit’s activities
• Research and analyze processes, information management and data processing
• Draw on decision-making skills to solve technically complex problems
• Provide technical support for projects and complex operational issues
• Roll out and maintain software and processes
• Train users and prepare technical notes

Office Technician – Operations

Administrative Assistant

• Carry out various secretarial activities, including writing, layout, updating, production and linguistic revision of information documents from the various sectors
• Carry out various administrative tasks related to internal management (sales follow-up, dashboard, expense account follow-up, inventory and material management, performance evaluations, etc.)
• Support the manager in the management and follow-up of his/her agenda, calls, emails and mail
• Prepare and attend various meetings, including those of the management committee. Write up the minutes and ensure the follow-up of these meetings
• Participate in the logistical organization of various events (team meetings, committees, assemblies, travel, public relations activities, etc.)
• Collaborate in the preparation of the annual budget and budget monitoring during the year (analysis and justification of variances).

• Help clients define their needs with a detailed solution design process
• Identify, input, analyze and interpret specific functional requirements and data to inform decision-making on choosing appropriate IT solutions and developing applications
• Develop functional testing strategies
• Analyze risks
• Write moderately to highly complex reports and test cases, propose solutions and make recommendations
• Provide advice on how to implement recommendations
• Prepare and recommend action plans to address issues in accordance with rules and parameters
• Actively help develop, implement and update management policies, practices and standards

Analyst, System and Infrastructure Operations, Maintenance and Development

• 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 innovative solutions
• Business development is a part of your team's daily life
• Stay abreast of new trends in financing
• Work on major projects with co-workers in the commercial sector