Desjardins

Financial Planning and Analysis

• 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

Actuary

• Diagnose actuarial analysis issues, challenges and needs to determine target outcomes
• Develop statistical models using a variety of techniques and tools tailored to your business needs
• Develop and help implement objectives, solutions and action plans
• Analyse data, conduct studies, make recommendations and write reports

Advisor, Actuarial Analysis, Statistics

Security Engineer

• Help develop and optimize security measures to align with corporate objectives
• Develop the Desjardins Group Security Office's priorities and governance
• Lead large-scale development projects, initiatives and activities in your specialty area
• Design, update, implement and monitor complex action plans and programs
• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects
• Identify, analyze, report and diagnose major issues and recommend solutions
• Develop and update policies, standards, models and programs

Senior Security Advisor

Manager

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• Develop, implement and track the unit’s action plan, ensuring alignment with the organization’s strategic orientations and other administrative units, in a performance management context
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with Desjardins values
• Define and ensure the implementation of activities related to the unit’s services and ensure entrusted projects are carried through so as to maximize targeted business results and ensure member and client satisfaction
• Support the administrative unit’s action 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

Counselor

• Conseiller et accompagner les équipes terrain et partenaires dans le développement et le déploiement de produits, services et mécanismes financiers innovants
• Concevoir et diriger la structuration de solutions financières adaptées
• Élaborer des stratégies, des méthodologies et des plans d’action visant l’intégration de services financiers dans les projets
• Réaliser des analyses, diagnostics et études d’impact, et formuler des recommandations stratégiques
• Conseiller les institutions financières, les autorités publiques et autres parties prenantes
• Contribuer au renforcement des capacités et à l’accompagnement des partenaires
• Assurer le suivi des résultats et l’évaluation des initiatives mises en œuvre

Conseiller, Conseillère Services Financiers Innovants

• 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

Financial Services Agent

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

• 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

• 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

• 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

Personal Financial Advisor

Advisor, Actuarial Analysis, Statistics

Senior Security Advisor

Manager

Conseiller, Conseillère Services Financiers Innovants

Financial Services Agent

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