Desjardins

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 – Commercial Market

Operations

• Provide administrative and operational support to the organization
• Ensure completion of the unit's administrative processes
• Conduct analyses
• Prepare and revise reports and statistics
• Perform administrative, operational, and quality control checks
• Implement corrective actions and perform required follow-ups
• Support users in the effective use of tools and systems
• Perform administrative tasks related to data entry, extraction, processing, compilation, and coding
• Provide information regarding policies, programs, and processes within your area
• Prepare and update presentations and other related documents

Office Operations Agent

Account Executive

• Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).
• Enhance and cultivate new sales while focused on retaining AUM.
• Design and implement territory business plans to reach and surpass sales and activity targets.
• Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities.
• Position the right investment solution and deliver strong telephone sales presentations.
• Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expand the reach of Desjardins Investments.
• Meet minimum telephone contact standards and booked meeting standards.
• Demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work.
• Support featured sales campaigns by incorporating them into business plans and modifying activities as needed.
• Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns).

Regional Sales Consultant, Inside Sales

Security Engineer

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow-up and make improvements as needed.
• Establish and maintain good relationships with referral sources.
• Help target and analyze potential member/client files.
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
• Monitor the industry to identify business development opportunities and stay on top of new products and trends.

Financial Security Advisor, Life and Health Insurance

Customer Support

• Process and reconcile various reports and requests for all caisse sectors
• Perform required follow-up activities with members and customers
• Input, validate, and save various data in the system
• Carry out liaison activities with relevant Desjardins components
• Process transaction notices and carry out ensuing activities and follow-up
• Perform search requests; organize and produce requested information
• Carry out filing and document management activities
• Take transactional, convenience and informational calls
• Propose customized and sustainable solutions and ensure the satisfaction of members and customers
• Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards
• Maintain the security of transactions and operations in accordance with current policies, practices and standards.

Operations Support Agent

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

Actuary

• Lead the development and governance of pricing strategies and underwriting frameworks to ensure competitiveness and long-term profitability
• Strengthen the value proposition by maintaining a relevant, competitive, and market-aligned product offering
• Support business development, distribution, and marketing efforts by providing expert insights, contributing to client discussions, identifying growth opportunities, and ensuring effective commercialization of products
• Monitor and manage portfolio performance and key metrics (loss ratio, retention, closing ratio, average premium), recommending pricing, underwriting, or product adjustments to support sustainable growth
• Ensure underwriting discipline and risk selection standards align with risk appetite, actuarial insights, and reinsurance strategies
• Partner closely with Claims teams to analyze trends, identify loss drivers, and incorporate insights into pricing, coverage, and underwriting practices
• Leverage actuarial expertise and advanced analytics to inform strategic decisions related to growth opportunities, target segments, and overall risk management
• Collaborate with internal partners to ensure alignment with corporate actuarial functions, modeling, governance frameworks, and enterprise strategy.

Director, Actuarial Services, Corporate Underwriting

Human Resources

• 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, Human Resources

• 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

Project Manager

• Monitor project scopes, budgets and timelines in order to produce reports
• Anticipate, identify and analyze trends and discrepancies and suggest solutions to help the team meet their performance indicators
• Assist the team with risk, issue and document management
• Ensure project management best practices are followed
• Help the team update the timeline by keeping track of milestones and key dates for squads and contributors
• Monitor and analyze the plan, make resource capacity recommendations and update the project plan
• Monitor the timing of milestones and key dates for squads and contributors

Project Control Officer, Project Management

Manager

• Oversee internal relationships (partners)
• Manage the portfolio, which means keeping the portfolio up to date in terms of annual financial reviews
• Identify and analyze member/client needs, develop personalized solutions, and prepare integrated service offers that balance member/client satisfaction, profitability and risk
• Analyze requests, and model and analyze financial results and projections to make recommendations to Desjardins decision-making levels (credit)
• Support account managers and analysts
• Train analysts
• Monitor the industry

Manager, Institutional Client Portfolio Management

Data Scientist

• Help draft and update methodological documentation for derivatives and market risk models
• Help update and document quantification methodologies for risk metrics (VaR, stress tests) and regulatory frameworks (FRTB, SIMM, ICAAP), according to the established standards
• Help review model inputs and components, in collaboration with stakeholders
• Help implement new products in risk systems (Murex, MSCI RiskMetrics, FIS Adaptiv)
• Participate in workshops to formalize model needs and support their implementation
• Contribute to the development of risk modelling practices through analysis, proposals and exploratory work

Account Manager – Commercial Market

Office Operations Agent

Regional Sales Consultant, Inside Sales

Financial Security Advisor, Life and Health Insurance

Operations Support Agent

Personal Finance Advisor

Personal Finance Advisor

Director, Actuarial Services, Corporate Underwriting

Senior Advisor, Human Resources

Analyst, System and Infrastructure Operations

Project Control Officer, Project Management

Manager, Institutional Client Portfolio Management

Data Scientist, Market Risk Model Design