Desjardins

General

• Advise 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
• Monitor the industry to understand and anticipate trends in your field and make recommendations to develop best practices for the organization
• 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, Operational Efficiency

Actuary

• Contribute to the production of rate indications for both auto and property & liability products nationally
• Review the current process for rate indications, identify areas of improvements and find innovative solutions to make it more sophisticated and efficient
• Develop and recommend rate adjustment strategies
• Work closely with external and internal stakeholders to socialize profitability outlook and rate-level proposals
• Support project planning, development, execution and coordination

Senior Actuarial Advisor – Rate Level, Commercial Lines National Ratemaking

• Advise members and clients on the most suitable strategies and work with them to identify 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.

Wealth Management Advisor

• Support members and clients by advising on banking transactions
• Promote Desjardins products and services
• Assist members encountering fraud or irregularities
• Contribute to business development and maintain client relationships

Advisory Agent – Member and Client Experience

Director

• Support the vice-president by helping define strategic priorities
• Develop and deliver the administrative department’s business plan based on strategic issues and targeted results
• Ensure that action plans for reporting administrative units are carried out in a performance management context
• Apply management and communication practices encouraging change management, talent attraction and retention
• Define and ensure the implementation of activities related to the unit’s services
• Ensure entrusted projects are carried through to maximize targeted business results
• Support the administrative unit’s business 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

• 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

• Support the general manager and caisse managers in managing and monitoring their schedules, phone calls, emails and mail.
• Coordinate the delivery of various files to the Management Committee, Board of Directors, Board of Supervision, Board of Ethics and other committees.
• Prepare for and attend various meetings, including those of the Management Committee and the Board of Directors.
• Take minutes and follow up with any business that arises.
• Participate in organizing logistics for various events (e.g. team meetings, committees, general meetings, training courses, telephone conferences, travel, public relations activities).
• Provide support in coordinating internal caisse communications (e.g. employee meetings, annual general meetings, special meetings).
• Perform various internal management administrative tasks (e.g. tracking sales, maintaining the scorecard, monitoring expense accounts, managing inventory and equipment, conducting performance evaluations).
• Manage documents and update records related to various sectors (e.g. filing, purging and storage) in accordance with current practices and regulations.
• Perform various secretarial duties including drafting, formatting, updating, creating and revising the language of information documents generated by various sectors.
• Support the general manager and managers in retrieving information, carrying out business processes and using information systems.

General Management Assistant

Business Analyst

• Analyze financing files and formulate recommendations describing the financing and follow-up conditions and the guarantees required.
• Perform variable credit control as needed.
• Conduct periodic reviews of financing files.
• Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial products and services.

Financing Analyst – Business

• Oversee the production of rate indications for both auto and property & liability products nationally
• Review the current process for rate indications, identify areas of improvements and find innovative solutions to make it more sophisticated and efficient
• Develop and recommend rate adjustment strategies
• Work closely with external and internal stakeholders to socialize profitability outlook and rate-level proposals
• Coach team members and participate in their career development discussions
• Contribute and assist in team planning as well as strategic planning on team’s short-term and long-term vision

Actuarial Team Lead

Procurement

• Help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services
• Advise and assist clients and partners on important development projects and initiatives
• Propose solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Solve complex problems requiring comprehensive analysis and knowledge of your line of business
• Frequently interact with stakeholders working in other fields
• Liaise with external partners and providers and help establish business relationships and partnerships
• Analyze and identify client needs
• Diagnose issues and challenges to determine target outcomes
• Perform specialized analysis, conduct studies, write reports and make recommendations
• Carry out operational follow-up and monitoring, including monitoring of external provider performance
• Help develop, enforce, update and improve the policies, processes, standards and models that support your unit’s projects and initiatives
• Evaluate results, benefits and service quality
• Issue and implement cost-cutting and performance improvement recommendations
• Represent your unit before committees

Advisor, Procurement and Purchasing

Analyst

• Identify, input, analyze and interpret data to inform management decision-making
• Make recommendations and analyze risks and write reports
• Prepare recommendations and provide advice on how to implement them
• Help prepare and propose action plans to address issues
• Develop and write methods and processes

Litigation Analyst

• Help review claims and establish guidelines for the claims settlement process
• Provide technical support for contract enforcement
• Help claims advisors develop their technical skills
• Analyze and approve claims settlements
• Conduct research and serve as resource person, proposing solutions to conflicts and situations outside the claims advisor’s scope of authority
• Revise independent adjuster claims

Claims Technician

Client Services Representative

• 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.

Client Financial Services Agent

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of the immediate needs of members and clients by offering simple and rapid solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Provide substantial business development support
• Prepare proposals for routine transactions
• Assist in selling products and services based on members’ and clients’ needs
• Tailor your approach to each member’s and client’s needs

• 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.