Desjardins

Financial Planning and Analysis

• 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, Financial Performance and Budget

• 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, 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

Attorney

• Advise and assist clients on how to interpret and apply laws, regulations, standards, policies and guidelines
• Support the more experienced professionals in your unit by performing legal research and analysis and preparing reports, opinions and summaries
• Identify, input, analyze and interpret data to inform management decision-making and monitor the application of management policies and practices
• Make recommendations, analyze risks and write reports
• Prepare recommendations and provide advice on how to implement them
• Help develop, update and implement policies, procedures, standards and tools related to your line of work
• Serve as resource person for your unit, clients and partners

Analyst, Legal Affairs

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, Agricultural Market

Administration

• Carry out the unit’s operational and administrative processes
• Analyze, produce and revise reports and statistics
• Carry out administrative, operational and quality control measures, following up as needed
• Carry out administrative tasks, including data entry, extraction, processing, compilation and coding
• Provide information about the policies, programs and processes in your field
• Prepare and revise presentations and related documents

Product Administration Agent

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).

Operations

• Support IT efficiency by designing, configuring, administering, maintaining and upgrading business solutions, computer networks, management systems, programs and database servers
• Analyze and diagnose issues related to large-scale IT rollouts or upgrades
• Respond to large-scale, highly complex development and correction requests
• Develop complex execution strategies, determine their scope and write procedures and guidelines
• Oversee the implementation of action plans to address issues

Analyst, System and Infrastructure Operations – Maintenance and Development

• Meet the savings and credit needs of members, including mortgages.
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
• Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
• Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs.
• Proudly represent our financial institution to our partners and the public by participating in community activities.

Personal Financial Advisor

• Meet the savings and credit needs of members, including mortgages
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
• Advise our members and clients on personalized strategies and set well-defined financial goals
• Stay updated on financial news and market trends to enrich advice
• Represent the financial institution in community activities

Financial Advisor

• Meet the savings and credit needs of members, including mortgages
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
• Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals
• Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs
• Proudly represent our financial institution to our partners and the public by participating in community activities

Actuary

• Diagnose actuarial analysis issues, challenges and needs to determine target outcomes
• Develop statistical models using a variety of techniques and tools tailored to your business needs
• Develop and help implement objectives, solutions and action plans
• Analyse data, conduct studies, make recommendations and write reports

Advisor, Actuarial Analysis, Statistics

Security Engineer

• Help develop and optimize security measures to align with corporate objectives
• Develop the Desjardins Group Security Office's priorities and governance
• Lead large-scale development projects, initiatives and activities in your specialty area
• Design, update, implement and monitor complex action plans and programs
• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects
• Identify, analyze, report and diagnose major issues and recommend solutions
• Develop and update policies, standards, models and programs

Senior Security Advisor

Manager

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• Develop, implement and track the unit’s action plan, ensuring alignment with the organization’s strategic orientations and other administrative units, in a performance management context
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with Desjardins values
• Define and ensure the implementation of activities related to the unit’s services and ensure entrusted projects are carried through so as to maximize targeted business results and ensure member and client satisfaction
• Support the administrative unit’s action 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

Counselor

• Conseiller et accompagner les équipes terrain et partenaires dans le développement et le déploiement de produits, services et mécanismes financiers innovants
• Concevoir et diriger la structuration de solutions financières adaptées
• Élaborer des stratégies, des méthodologies et des plans d’action visant l’intégration de services financiers dans les projets
• Réaliser des analyses, diagnostics et études d’impact, et formuler des recommandations stratégiques
• Conseiller les institutions financières, les autorités publiques et autres parties prenantes
• Contribuer au renforcement des capacités et à l’accompagnement des partenaires
• Assurer le suivi des résultats et l’évaluation des initiatives mises en œuvre

Conseiller, Conseillère Services Financiers Innovants

• 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

Senior Advisor, Financial Performance and Budget

Personal Finance Advisor

Analyst, Legal Affairs

Account Manager, Agricultural Market

Product Administration Agent

Administrative Assistant

Analyst, System and Infrastructure Operations – Maintenance and Development

Personal Financial Advisor

Financial Advisor

Personal Financial Advisor

Advisor, Actuarial Analysis, Statistics

Senior Security Advisor

Manager

Conseiller, Conseillère Services Financiers Innovants

Financial Services Agent