Desjardins

Business Analyst

• Help extract data and produce reports and indicators for the organization
• Analyze and adapt management systems based on the organization’s changing needs
• Analyze and help diagnose issues
• Provide opinions in accordance with the rules for your discipline
• Help develop recommendations and implementation plans
• Develop tools, methods and processes
• Identify, input, analyze and interpret data to inform management decision-making
• Make recommendations
• Produce reports, prepare recommendations and provide advice on how to implement recommendations
• Help develop and implement methods and processes for your unit’s systems
• Respond to common user questions about management information tools

Analyst, Management Information

Financial Planning and Analysis

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

Personal Finance Advisor

• 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, Clientele

Risk

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Carry out projects and initiatives related to your line of work
• Advise and assist practitioners and the organization’s units regarding your line of work

Risk Management Advisor

Business Development Rep

• Establish a consulting relationship by identifying current or potential client needs and promoting customer retention
• Advise partners, stakeholders, members, and customers on the products, services, or solutions offered, ensuring their satisfaction
• Analyze and respond to customer requests, process inquiries, and carry out required follow-ups
• Collect, consolidate, and analyze information; prepare reports and recommendations
• Stay up to date on developments related to standards, products, or services in your area of expertise

Business Development and Sales Support Advisor

Insurance

• Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Develop business partnerships to generate referrals.

Property and Casualty Insurance Advisor

• Maintain business relationships with members and clients
• Support sales of products and services through multiple distribution channels based on member and client needs
• Drive results by responding to information requests and promoting products and services
• Ensure member and client satisfaction and service quality in accordance with the organization’s standards

Advisor, Business Development and Sales Support

• Help members and clients set goals and advise them on the best strategies
• 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 be present in the community

Personal Finance Advisor, Assigned Clientele

Advisor

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
• Work closely with a client base consisting of individual members and business owners
• Drive results by developing strategies and recommending investments, loans and insurance products
• Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

• Assist in serving, prospecting for, soliciting, developing, and maintaining business relationships with members and clients
• Promote and sell securities products and services through various distribution channels
• Build and maintain strong business relationships with members and clients
• Respond to and manage special information requests from clients
• Promote and sell specialized products and services in accordance with the unit’s business objectives and strategies
• Ensure member and client satisfaction and high-quality service
• Analyze member and client needs, develop and implement tailored solutions, and propose integrated service offerings
• Support current and prospective members and clients, represent the organization, and assist in negotiating client agreements
• Provide administrative support for compliance and budget monitoring
• Serve as a resource for employees on policies and operational matters

Financial Services Assistant

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 simple, innovative solutions
• Understand the value of a strong network of contacts
• Stay abreast of new trends in financing
• Synthesize and explain concepts in simple terms
• Collaborate with co-workers in major projects in the commercial sector

Technician

• Assist with needs analysis as well as training logistics and delivery
• Help with quality assurance by sharing your expertise throughout the product/service delivery process
• Serve as technical expert and provide discipline-specific support for your unit’s activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Solve technically complex problems and recommend ways to change or adjust methods and procedures to make them more effective and efficient
• Serve as resource person and provide technical support for complex operational issues
• Help evaluate training needs and identify and validate training approaches, tools and content
• Carry out specialized technical studies, research and analysis
• Submit solutions and action plans
• Roll out and maintain software and manual and automated processes
• Train users
• Prepare technical notes to enhance the skills and knowledge of team members

Technician, Skills Training and Competency 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, Business Strategies

Agent

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

Advisory Agent, Member and Client Experience

• Support members and clients by informing them about technological tools and applications that enable them to perform transactions and operations independently.
• Contribute to business development and maintain business relationships through service delivery and outreach activities.
• Assist members and clients who have experienced fraud or irregularities, ensuring they are referred to the appropriate partners.
• Keep up to date with the latest standards, products, and services in your field.
• Adhere to compliance, security, and risk management policies and procedures.