Desjardins

Operations

• Help clients define their needs with a detailed solution design process.
• Identify, input, analyze and interpret specific functional requirements and data to inform decision-making on choosing appropriate IT solutions and developing applications.
• Develop functional testing strategies.
• Analyze risks.
• Write moderately to highly complex reports and test cases, propose solutions and make recommendations.
• Provide advice on how to implement recommendations.
• Prepare and recommend action plans to address issues in accordance with rules and parameters.
• Actively help develop, implement and update management policies, practices and standards.

Analyst, System and Infrastructure Operations

Project Manager

• Monitor project scopes, budgets and timelines in order to produce reports
• Anticipate, identify and analyze trends and discrepancies and suggest solutions to help the team meet their performance indicators
• Assist the team with risk, issue and document management
• Ensure project management best practices are followed
• Help the team update the timeline by keeping track of milestones and key dates for squads and contributors
• Monitor and analyze the plan, make resource capacity recommendations and update the project plan
• Monitor the timing of milestones and key dates for squads and contributors

Project Control Officer, Project Management

Manager

• Oversee internal relationships (partners)
• Manage the portfolio, which means keeping the portfolio up to date in terms of annual financial reviews
• Identify and analyze member/client needs, develop personalized solutions, and prepare integrated service offers that balance member/client satisfaction, profitability and risk
• Analyze requests, and model and analyze financial results and projections to make recommendations to Desjardins decision-making levels (credit)
• Support account managers and analysts
• Train analysts
• Monitor the industry

Manager, Institutional Client Portfolio Management

Data Scientist

• Help draft and update methodological documentation for derivatives and market risk models
• Help update and document quantification methodologies for risk metrics (VaR, stress tests) and regulatory frameworks (FRTB, SIMM, ICAAP), according to the established standards
• Help review model inputs and components, in collaboration with stakeholders
• Help implement new products in risk systems (Murex, MSCI RiskMetrics, FIS Adaptiv)
• Participate in workshops to formalize model needs and support their implementation
• Contribute to the development of risk modelling practices through analysis, proposals and exploratory work

Data Scientist, Market Risk Model Design

Financial Planning and Analysis

• 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

Communications

• Develop the caisse's annual communication activities plan based on the allocated budget.
• Provide recommendations to managers regarding strategies and communication activities targeting various clienteles, community organizations, officers and employees in order to meet their needs for visibility and raise their appeal.
• Assist managers in carrying out these activities.
• Advise managers in developing, improving and implementing communications solutions, programs and tools.
• Assist in developing, monitoring and implementing the communications action plan (internal and external), in line with Desjardins Group's targeted results and strategic orientations.
• Maintain the caisse's and Desjardins Group's positive image by identifying potential risk and inform the caisse's general management and the various partners involved.
• Monitor activities related to service quality for members and customers (e.g. surveys, processing complaints).
• Receive, assess, and recommend sponsorship requests, donations and subscriptions and perform ensuing follow-up activities regarding the level of funding granted.
• Assist the manager in negotiating sponsorship, donation, and subscription agreements.
• Assist in producing the caisse's social responsibility report.
• Oversee the organization of various caisse events, including logistics and the writing of speeches (e.g. annual general meetings, special meetings) and produce the annual report.
• Analyze, select and ensure the quality of communication vehicles intended for members and customers (e.g. letters, mass mailings).
• Produce and disseminate a variety of information (e.g. intended for local newspapers as well as internal communications).
• Support caisse representatives in maintaining business relationships with various clienteles and community organizations.
• Assist with organizing events for customers and community organizations (e.g. information sessions, conferences, school caisse activities).
• Moderate social media communities: draft informational content for publication (e.g. advertising, video) and ensure the overall relevance and coherence of comments and interactions.
• Identify needs and perform follow-up activities regarding ad placement mandates in collaboration with the various involved partners.
• Follow up on Desjardins Group merchandising proposals (e.g. ordering promotional material for all caisse sites, posters).

Communications Advisor

Security Engineer

• Serve, prospect for, solicit, and develop business relationships with members and clients
• Sell life and health insurance products and services through multiple distribution channels
• Analyze member/client needs and recommend personalized solutions
• Balance sales objectives, risk management, profitability, and member/client satisfaction
• Advise and assist current and potential members and clients

Life and Health Insurance Advisor

Product Manager

• Represent the voice of the client in projects and be responsible for the member/client experience
• Prepare a range of products and services to ensure a positive member/client experience
• Collaborate closely with project developer and business analyst to meet user needs
• Manage relationships with various stakeholders and engage others effectively
• Establish product backlog for projects and mandates
• Advise clients and partners on strategic projects and mandates
• Develop policies and standards to support strategic projects
• Identify major problems and make recommendations to decision-making bodies
• Coach other product owners and represent Desjardins Group's position in negotiations

Product Owner, Product Management

Account Manager

• Solicit and develop and maintain personalized business relationships with existing and potential clients
• Manage accounts, serving as the link between the Desjardins Business centre and members and clients
• Ensure that clients have the products and services they need, are using them correctly, and are satisfied with them
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member/client needs and develop personalized solutions
• Prepare integrated service offers
• Negotiate applicable conditions with members and clients
• Recommend strategies or solutions to reach objectives set by the Desjardins Business centre
• Monitor the industry to identify business development opportunities
• Carry out promotional activities for the Desjardins Business centre
• Maintain a presence in the business community
• Comply with policies, practices and standards
• Provide sound and prudent risk management for all portfolios under your responsibility

Account Manager, Commercial Market

• Help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget
• Analyze project feasibility and opportunities
• Develop action plans, define milestones and coordinate project teams
• Supervise and coordinate contributors involved in delivering the application and technology component of one or more innovative, large-scale projects
• Ensure timelines and budgets are respected
• Ensure availability of the technology platforms needed to deliver projects and operate solutions after delivery
• Plan, prioritize and coordinate work to meet objectives
• Ensure the quality of deliverables and the performance and engagement of contributors

Delivery Coordinator, Project Management

• 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

• Support the immediate supervisor by assisting with work organization, operational planning, and special initiatives
• Develop, implement, and monitor the unit’s action plan, ensuring alignment with the organization’s strategic priorities and other administrative units within a performance management framework
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in accordance with Desjardins’ values
• Define and oversee the delivery of the unit’s services and ensure assigned projects are completed to maximize targeted business results and ensure member and client satisfaction
• Support the administrative unit’s action plan by effectively managing individual and team performance
• Continuously improve the processes for which you are responsible
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence activities

Administration

• Provide technical support for projects and operational issues
• Help prepare technical notes to enhance the skills and knowledge of users and their teams
• Help practitioners follow procedures and use your unit’s tools and systems
• Ensure that control and authorization procedures for products and client accounts are followed so that operations are carried out properly
• Perform event analysis and calculations and make changes to the organization’s computer systems.

Product Administration Technician

• Help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget
• Analyze project feasibility and opportunities, develop action plans, define milestones and coordinate project teams
• Supervise and coordinate contributors involved in the application and technology component of highly innovative, large-scale projects
• Ensure timelines and budgets are respected
• Plan, prioritize and coordinate work to meet objectives
• Ensure the quality of deliverables and the performance and engagement of contributors
• Work with the project leader to manage change requests, solution testing and strategies for the application and technology component

Business Development Rep

• Support business development and sales functions
• Collaborate with cross-functional teams to enhance service delivery
• Engage with clients to understand their needs and provide tailored solutions

Analyst, System and Infrastructure Operations

Project Control Officer, Project Management

Manager, Institutional Client Portfolio Management

Data Scientist, Market Risk Model Design

Financial Services Agent

Communications Advisor

Life and Health Insurance Advisor

Product Owner, Product Management

Account Manager, Commercial Market

Delivery Coordinator, Project Management

Personal Finance Advisor

Manager

Product Administration Technician

Delivery Coordinator, Project Management

Advisor, Business Development and Sales Support