Desjardins

Financial Planning and Analysis

• Help manage financial accounts in accordance with the organization’s objectives by producing reports; performing audits, inspections and financial simulations; analyzing risks, profits and losses
• Help plan and review budget processes
• Manage and control the organization’s accounting systems by gathering, processing and recording financial data
• Assist with product and service pricing and financial engineering, financial market transactions, and tax law analysis (including payroll)
• Lead development projects and strategic initiatives that are complex and innovative
• Serve as subject matter specialist for practitioners and decision-making bodies
• 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
• Monitor the industry to understand and anticipate trends and make recommendations to develop best practices for the organization
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations.

Senior Advisor, General Finance and Accounting

Actuary

• Develop, adjust, and maintain pricing assumptions used to set premiums for group insurance
• Analyze portfolio profitability and the risk-return balance
• Develop and enhancing actuarial models and analytical tools
• Identify issues, business opportunities, and optimization levers
• Support strategic decision-making through rigorous, action-oriented analysis
• Act as a technical expert and strategic partner to multiple stakeholders
• Serve as an advisor to internal teams and decision-makers
• Influence strategic directions through analysis and market knowledge
• Contribute to the development of best practices and knowledge sharing within the team
• Work on strategic initiatives requiring a strong understanding of business and the Canadian market

Senior Advisor – Actuarial

Security Engineer

• Help develop and optimize security measures to align with corporate objectives
• Plan, implement and oversee best practices to strengthen security posture
• Identify and assess risks in the field
• Serve as integrator for projects, processes and initiatives
• Prepare recommendations, solutions and action plans based on the organization's objectives
• Help solve complex problems using analytical skills

Security Advisor

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering 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 in your field

Investment and Financing Advisor

• Advise clients to help them develop, implement and monitor initiatives
• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Help develop policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Monitor the industry to understand and anticipate trends in your field and make recommendations to develop best practices for the organization
• Serve as resource person to help internal and external clients solve complex problems.

Advisor, Investment Product Taxation

Attorney

• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Design, update, implement and monitor complex action plans, programs, solutions and tools requiring comprehensive knowledge of legal and regulatory compliance to balance business needs, requirements and best practices
• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Offer legal and regulatory compliance programs to internal employees to promote our culture of ethics and compliance
• Represent your unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations.

Senior Advisor, Legal and Regulatory Compliance

• 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

• 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