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

Advisor

• Assist with needs analysis as well as training development, logistics and delivery
• Coach and mentor employees
• Lead development projects and strategic initiatives
• Make recommendations on the planning and execution of operationally and conceptually complex projects
• Coordinate and interact with stakeholders in many other fields
• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects
• Develop and update policies, standards, models and programs
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent unit before decision-making bodies
• Identify and implement strategies linked to the development or launching of new tools
• Review regulatory compliance in the application of credits

Senior Advisor

Attorney

• Identify, enter, analyze, and interpret data to inform management decision-making.
• Monitor the application of management policies and practices.
• Analyze risks, prepare reports, and assist in implementing compliance, anti-money laundering (AML), and counter-terrorist financing (CTF) recommendations.
• Assist in preparing and proposing action plans to address issues in accordance with applicable rules and parameters.
• Support the development and optimization of procedures and the implementation of tools.

Analyst, Legal and Regulatory Compliance

• 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
• Drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs
• Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
• Advise and assist current and potential members and clients
• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Collect, compile and analyze data. Prepare reports and recommendations
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Personal Advisor

• 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, Assigned Clientele

Team Leader

• Support team management and coordinate unit’s activities
• Coach and guide a team of experienced professionals
• Monitor progress and manage individual performance
• Make recommendations on operationally and conceptually complex projects
• Help determine service offer and ensure projects are planned and executed
• Meet targets on time and on budget
• Develop training and skills development strategies for team members
• Help resolve complaints and problems in accordance with the organization’s practices
• Manage the budget

Team Leader, Management Support and Expertise Support

• As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
• Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies.
• Work with clients who have development potential for your sector.
• Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers.
• Advise and assist current and potential members and clients.
• Represent Desjardins and enter the organization into agreements with clients.
• Establish and negotiate product and service terms in accordance with standards and procedures.

Securities Advisor

• Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
• Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
• Work closely with a team of professionals and specialized partners from various fields
• Actively contribute to meeting sales objectives by developing action plans based on the business plan
• Stay up-to-date on market trends and best practices in your field

Wealth Management Advisor

• Advise members and clients on optimal strategies and collaborate with them to define expected outcomes.
• Manage business relationships, evaluate member/client satisfaction and service quality, follow up, and identify areas for improvement.
• Stay current with the financial services industry, market trends, and best practices in the field.
• Participate in outreach activities and represent the caisse in the community.

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
• Recommend strategies and solutions to the senior advisor when developing plans.
• Monitor market movements and trends likely to influence members’ and clients’ investments.
• Take part in a range of promotional activities including speaking events, information sessions and other special events.

Senior Wealth Management Advisor

Compliance

• Monitor the internal control system
• Ensure that supervisory controls are completed, and be responsible for execution quality
• Complete certain supervisory controls and reporting
• Liaise with relevant Desjardins components
• Support the senior compliance officer in monitoring activities for the distribution of investment products and reporting, if applicable
• Manage activities related to operational risk, including risk and control self-assessment
• Help managers identify and implement corrective measures
• Ensure that activities related to money laundering and terrorist financing legislation (PCMLTFA) are carried out

Control, Risk and Compliance Analyst

• 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 current on the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the caisse (credit union) in the community

Business Development Rep

• Establish a consulting relationship by identifying current or potential needs and promoting customer retention.
• Advise various partners, stakeholders or members and customers regarding the products, services or solutions offered and ensure their satisfaction
• Analyze and respond to customer needs, process requests and ensure the required follow-ups
• Collect, gather and analyze information, write reports and recommendations
• Keep abreast of new developments related to standards, products or services in your field of activity.

Business Development Advisor, Sales Support

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
• Actively help develop and maintain business relationships with clients
• Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies
• Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers

• Support team management and coordinate activities, action plans and initiatives
• Coach and guide a team of highly experienced professionals
• Develop training and skills development strategies and action plans for team members
• Manage performance, results, quality, and client/partner satisfaction
• Make recommendations on planning and execution of projects