Desjardins

Advisor

• 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 in the specialty area and make recommendations
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Design and improve business processes and operations based on business models and organizational structures to boost operational efficiency
• Lead complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Advisor, Operational Efficiency

Insurance

• 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, 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
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, Risk Management

Account Manager

• 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
• Execute or help carry out special initiatives
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Coordinate with stakeholders working in other fields
• Help solve complex problems using analytical skills and extensive knowledge of the line of business

Client Relationship Manager

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
• Serve as a resource person for financing files
• Work closely with colleagues and partners involved in financing files

Financing Analyst – Business

Data Scientist

• Mine, evaluate, feature engineer, inspect and adjust available data, and select predictors for optimal use in predictive modeling
• Analyze client and partner needs, anticipate the potential impacts of built models and their operationalization, and help roll the models out
• Use statistical, machine learning and artificial intelligence methods to use data, and develop and maintain models and segmentations that meet business needs
• Create the programming needed to prepare and mine data, and develop, evaluate, support, roll out and manage complex models
• Prepare easy-to-understand presentations and data visualizations supporting business decisions and present to committees
• Specify the needs and constraints for ensuring built model performance and keep documentation on data and calculation rules up to date
• Identify opportunities to improve rules and systems, and recommend enhancements for data management tools
• Provide data and guidance for business decisions, advanced analytics and artificial intelligence mandates
• Serve as a data use resource person for stakeholders and present analysis results

Data Scientist, Data Valorization

Administration

• Respond to client requests for information about specialized products by reviewing requests, researching solutions and making recommendations
• Provide information about policies, programs and processes in the field
• Identify and analyze client complaints, recommend solutions and follow up as needed
• Analyze, produce and revise reports and statistics
• Carry out administrative, operational and quality control measures, following up as needed
• Help develop and implement work processes and methods for the unit
• Provide administrative support to Desjardins components and help administer specialized products and member/client accounts
• Process and analyze information, solve problems, and help develop and improve work methods and procedures

Product Administration Agent

Data Analyst

• Extract, describe, analyze and interpret data needed to make informed business decisions
• Assist Marketing and Market Development partners with analytics development initiatives
• Identify and analyze partner needs
• Work on data valorization initiatives, including development of indicators and dashboards
• Ensure operationalization through required cross-sector coordination
• Build and develop self-service reports using database management systems
• Make recommendations to support business decision-making
• Help marketing partners define needs and advise on selecting, implementing and using data management tools
• Conduct descriptive and diagnostic analysis to ensure optimal data use
• Identify opportunities to improve methods and processes and recommend improvements to data management tools
• Present and explain analysis results to stakeholders
• Prepare recommendations, solutions and action plans aligned with organizational objectives and priorities

Marketing Data Analysis Advisor

Security Engineer

• Identify, analyze, eradicate and mitigate threats to Desjardins's systems, networks and applications
• Simulate threats based on the continuous evolution of offensive techniques and threat actors
• Design, develop and implement offensive methodologies and tools while mitigating associated risks
• Follow rigorous processes and develop new ones to prepare the organization to face cyberattacks
• Lead practitioners on development projects and complex, strategic initiatives
• Clarify risks using simple language and involve stakeholders to strengthen Desjardins's security posture
• Lead large-scale development projects, initiatives and activities with organization-wide impact
• Advise clients and partners on positioning, planning, development, solution selection, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, methodologies, tools and programs
• Conduct strategic monitoring to identify emerging security issues
• Identify and analyze major issues, diagnose them and make recommendations to decision-making bodies
• Analyze, map and explain threats to guide test activities
• Represent the unit before decision-making bodies
• Represent Desjardins in agreements with external partners and organizations
• Serve as a specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Offensive and Defensive Security Advisor

Agent

• Support members and clients with technological tools and applications for self-service transactions
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients affected by fraud or irregularities and refer them to appropriate partners
• Stay current on standards, products and services
• Adhere to compliance, security and risk management rules
• Support and advise members and clients on banking transactions
• Promote Desjardins products, services and distribution channels
• Offer personalized solutions and identify business opportunities
• Refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, prevention and safety

Advisory Agent, Member and Client Experience

• 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, diagnose and address 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 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
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

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 situation
• 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 for members and clients
• Advise members and clients on strategies and identify expected results
• Manage business relationships and assess 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

Technician

• Develop skills training and competency development initiatives
• Perform duties related to human resources and competency development
• Interact with French- and English-speaking partners, members, and/or clients
• Apply decision quality, differences, and situational adaptability in the role

Technician, Skills Training and Competency Development

• Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Develop business partnerships to generate referrals
• Prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell general insurance products and services through multiple distribution channels
• Promote and sell property and casualty coverage to individual clients
• Analyze member/client needs and develop custom solutions
• Assist current and potential members and clients
• Represent the organization and help negotiate agreements with clients

P&C Insurance Agent

Risk

• Define and implement data management processes for optimal and secure use of data
• Help teams recognize and manage data as a strategic asset
• Lead stakeholders in developing practices adapted to diverse business needs and complex data governance initiatives
• Make recommendations about data use and compliance with governance documents
• Serve as a specialist advisor and subject matter expert on data governance
• Coach decision-making bodies and influence stakeholder decision making
• Help data producers and users valorize data in keeping with sound data governance
• Advise teams on developing and applying data management processes and controls
• Develop, operationalize and improve data governance standards, processes, tools and best practices
• Coordinate identification of sector data governance needs and opportunities
• Analyze risks and gaps between governance documents and operational practices
• Oversee development and implementation of compliance practices and mechanisms
• Coordinate, monitor, measure and communicate standards and practice performance, including data governance maturity changes
• Lead projects related to data governance development

Senior Advisor, Data Governance

• 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 situation
• 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 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