Desjardins

Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Recommend investments, loans and insurance products
• Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and 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
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer investment, financing, and insurance products
• 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

Investment and Financing Advisor

Insurance

• Assist with analysis, research and development to recommend risk management and supervision strategies and priorities
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Help develop and recommend strategic directions and business positions
• Plan and execute operationally and conceptually complex projects and initiatives
• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs
• Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
• Represent the 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
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, Risk Management

• Assist with analysis, research and development to recommend risk management and supervision strategies and priorities
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Help develop and recommend strategic directions and business positions
• Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives
• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs
• Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
• Represent the 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
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Advisor

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Develop strategies and recommend investments, loans, and insurance products
• Balance member/client satisfaction, business objectives, profitability, and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and 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 in the community

Wealth Management Advisor

Risk

• Analyze and assess data-related risks using established practices, frameworks and taxonomies
• Help business sectors identify and implement appropriate risk mitigation measures
• Help advance data risk management practices, especially in terms of data quality, availability, governance and the responsible use of data and AI
• Advise teams on enhancing and applying data management processes and controls
• Enhance standards, processes, tools and best practices related to the foundations of data governance and risk assessment
• Work with the second line of defence to apply risk assessment best practices
• Coordinate, monitor and measure the performance of standards and practices implemented in response to risk assessments, and communicate the results
• Serve as a data governance advisor and subject matter expert for stakeholders and a key resource for decision-making bodies
• Provide strategic guidance on complex issues during risk assessment workshops
• Make recommendations on data use and compliance with applicable data governance frameworks

Senior Advisor, Data Risk Governance and Analysis

Account Manager

• Serve, prospect for, solicit, develop and maintain business relationships with members and clients
• Sell business products and services through multiple distribution channels based on member and client needs
• Ensure businesses, associations and groups get the most out of their products and services and remain satisfied
• Help the unit meet sales and business development objectives
• Advise and assist 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
• Solicit, develop and maintain personalized business relationships to promote products and services
• Identify and analyze member and client needs and refer them to the appropriate channel
• Monitor the industry to identify business development opportunities
• Participate actively in public relations activities

Business Account Manager Intern

Administrative Assistant

• Carry out secretarial activities, including writing, layout, updating, production and linguistic revision of information documents
• Carry out administrative tasks related to internal management, including sales follow-up, dashboards, expense accounts, inventory and material management, and performance evaluations
• Support the manager with the management and follow-up of their agenda, calls, emails and mail
• Prepare and attend meetings, including management committee meetings
• Write meeting minutes and ensure follow-up
• Participate in the logistical organization of team meetings, committees, assemblies, travel and public relations activities
• Collaborate in preparing the annual budget and monitoring the budget during the year, including analysis and justification of variances
• Provide administrative and secretarial support to a director or manager reporting to a vice-president
• Coordinate, plan and prioritize unit management activities
• Interact with stakeholders and independently carry out tasks according to administrative needs

Operations

• Ensure the completion of the unit's administrative business processes
• Perform analysis
• Produce or revise reports and statistics
• Carry out various administrative, operational and quality controls
• Take corrective measures and carry out the required follow-ups
• Provide support to users in the efficient use of tools and systems
• Perform administrative tasks related to data entry, extraction, processing, compilation and coding
• Provide information related to policies, programs and processes in the field
• Prepare or revise presentations and related documents
• Help process and analyze information, solve problems and prepare recommendations
• Help users operate tools and systems effectively

Office Agent, Operations

Security Engineer

• Develop and optimize security measures aligned with corporate objectives
• Plan, implement and oversee best practices to strengthen Desjardins's security posture
• Help develop the Desjardins Group Security Office's priorities and governance
• Lead practitioners on development projects and innovative, complex, cross-sector strategic initiatives related to security
• Develop and recommend strategic directions and business positions
• Lead large-scale development projects, initiatives and activities in the area of expertise
• Identify, develop and recommend security strategic directions balancing business needs, requirements and best practices
• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Identify, analyze, report and diagnose major issues and recommend solutions to decision-making bodies
• Develop and update policies, standards, models and programs
• Offer security programs to internal employees to promote the organization's culture of ethics and compliance
• Represent the 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
• Serve as an expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Security Advisor

Agent

• Advise members and clients on their banking transactions
• Promote Desjardins products and services
• Help members use technological tools securely
• Support members and clients by explaining technological tools and applications for independent transactions and operations
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities
• Refer fraud or irregularity cases to appropriate partners

Advisory Agent, Member and Client Experience

Analyst

• Prepare and maintain financial models analyzing property or project cash flows and capital stacks to assess financial risks associated with property or project financing
• Monitor assigned loan portfolios, including annual reviews, property inspections/site visits, monthly progress draws for construction loans, and compliance with loan conditions
• Handle minor post-funding amendments or changes initiated by borrowers or required by lenders, as directed by the Portfolio Manager and in consultation with the origination team
• Assist the origination team in preparing term sheets and discussion papers for clients and prospects
• Assist with due diligence and review of property/project documents and loan documentation
• Carry out tasks supporting promotional campaigns for the unit's activities
• Participate in public relations activities and business circles
• Perform other activities delegated by the Portfolio Manager or national team leader

Analyst, Real Estate Financing

• 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 the unit’s strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Advise senior management and decision-making bodies as an expert advisor, subject matter expert, resource person and coach

Senior Advisor, Business Strategies

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, operational solutions, systems, tools, methods and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Advise and assist clients and partners
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of the line of business
• Coordinate and interact frequently with stakeholders working in other fields

Advisor, Operational Efficiency

Team Leader

• Support team management
• Coordinate the unit’s activities, action plans and initiatives
• Coach and guide a team composed primarily of highly experienced professionals
• Assign tasks and activities and regularly monitor progress
• Support talent development and employee engagement by creating a positive, motivating work environment
• Make recommendations on complex operational and conceptual projects and initiatives
• Interact with stakeholders across a wide range of fields
• Develop business positions and lead and influence senior management and decision-making bodies
• Identify, develop and recommend strategic directions and business positions
• Help determine the unit’s service offer and ensure projects and activities are planned and executed
• Meet targets on time and on budget and manage results, performance, quality and client/partner satisfaction
• Develop training and skills development strategies and action plans
• Help resolve complaints and problems in accordance with organizational practices
• Play a non-decision-making role in hiring, performance management, discipline, and skills development
• Manage the budget

Personal Finance Advisor

Investment and Financing Advisor

Senior Advisor, Risk Management

Senior Advisor, Risk Management

Wealth Management Advisor

Senior Advisor, Data Risk Governance and Analysis

Business Account Manager Intern

Administrative Assistant

Office Agent, Operations

Senior Security Advisor

Advisory Agent, Member and Client Experience

Analyst, Real Estate Financing

Senior Advisor, Business Strategies

Advisor, Operational Efficiency

Team Leader, Management Support