Desjardins

Business Development Rep

• Establish a consulting relationship by identifying current or potential client needs and promoting customer retention
• Advise partners, stakeholders, members, and customers on the products, services, or solutions offered, ensuring their satisfaction
• Analyze and respond to customer requests, process inquiries, and carry out required follow-ups
• Collect, consolidate, and analyze information; prepare reports and recommendations
• Stay up to date on developments related to standards, products, or services in your area of expertise

Business Development and Sales Support Advisor

Insurance

• 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.

Property and Casualty Insurance Advisor

• Maintain business relationships with members and clients
• Support sales of products and services through multiple distribution channels based on member and client needs
• Drive results by responding to information requests and promoting products and services
• Ensure member and client satisfaction and service quality in accordance with the organization’s standards

Advisor, Business Development and Sales Support

Financial Planning and Analysis

• Help members and clients set goals and advise them on the best strategies
• 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 be present in the community

Personal Finance Advisor, Assigned Clientele

Advisor

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
• Work closely with a client base consisting of individual members and business owners
• Drive results by developing strategies and recommending investments, loans and insurance products
• Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

• Assist in serving, prospecting for, soliciting, developing, and maintaining business relationships with members and clients
• Promote and sell securities products and services through various distribution channels
• Build and maintain strong business relationships with members and clients
• Respond to and manage special information requests from clients
• Promote and sell specialized products and services in accordance with the unit’s business objectives and strategies
• Ensure member and client satisfaction and high-quality service
• Analyze member and client needs, develop and implement tailored solutions, and propose integrated service offerings
• Support current and prospective members and clients, represent the organization, and assist in negotiating client agreements
• Provide administrative support for compliance and budget monitoring
• Serve as a resource for employees on policies and operational matters

Financial Services Assistant

Account Manager

• Be attentive to the needs of medium-sized organizations operating in the real estate or commercial sectors
• Build solid relationships of trust with organizations by offering simple, innovative solutions
• Understand the value of a strong network of contacts
• Stay abreast of new trends in financing
• Synthesize and explain concepts in simple terms
• Collaborate with co-workers in major projects in the commercial sector

Technician

• Assist with needs analysis as well as training logistics and delivery
• Help with quality assurance by sharing your expertise throughout the product/service delivery process
• Serve as technical expert and provide discipline-specific support for your unit’s activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Solve technically complex problems and recommend ways to change or adjust methods and procedures to make them more effective and efficient
• Serve as resource person and provide technical support for complex operational issues
• Help evaluate training needs and identify and validate training approaches, tools and content
• Carry out specialized technical studies, research and analysis
• Submit solutions and action plans
• Roll out and maintain software and manual and automated processes
• Train users
• Prepare technical notes to enhance the skills and knowledge of team members

Technician, Skills Training and Competency Development

• 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

Agent

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

Advisory Agent, Member and Client Experience

• Support members and clients by informing them about technological tools and applications that enable them to perform transactions and operations independently.
• Contribute to business development and maintain business relationships through service delivery and outreach activities.
• Assist members and clients who have experienced fraud or irregularities, ensuring they are referred to the appropriate partners.
• Keep up to date with the latest standards, products, and services in your field.
• Adhere to compliance, security, and risk management policies and procedures.

Advisory Agent – Member and Client Experience

• 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

• Assist with needs analysis as well as training development, logistics and delivery
• Coach and mentor employees
• Lead development projects and strategic initiatives
• Make recommendations on the planning and execution of operationally and conceptually complex projects
• Coordinate and interact with stakeholders in many other fields
• Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects
• Develop and update policies, standards, models and programs
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent unit before decision-making bodies
• Identify and implement strategies linked to the development or launching of new tools
• Review regulatory compliance in the application of credits

Senior Advisor

Attorney

• Identify, enter, analyze, and interpret data to inform management decision-making.
• Monitor the application of management policies and practices.
• Analyze risks, prepare reports, and assist in implementing compliance, anti-money laundering (AML), and counter-terrorist financing (CTF) recommendations.
• Assist in preparing and proposing action plans to address issues in accordance with applicable rules and parameters.
• Support the development and optimization of procedures and the implementation of tools.

Analyst, Legal and Regulatory Compliance

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide service tailored to client needs in accordance with current strategies and practices
• Drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs
• Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
• Advise and assist current and potential members and clients
• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Collect, compile and analyze data. Prepare reports and recommendations
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field