Desjardins

IT Support

• Provide user support and assistance for IT applications, including installation, configuration, best practices, issue resolution, service request management, and IT and technical incident management
• Help keep IT equipment up and running, particularly through server administration
• Serve as technical collaborator and provide discipline-specific support for the unit’s activities, initiatives, and processes
• Research and analyze processes, information management, and data processing
• Provide technical support for projects and operational issues and incidents
• Conduct technical research and analysis and serve as a resource person for the submission of solutions
• Roll out and maintain software and manual and automated processes
• Train users
• Manage inventory
• Prepare technical notes to enhance users’ and their teams’ skills and knowledge
• Help practitioners follow the unit’s processes and use its tools and systems

IT Technician, Assistance

Representative

• Build, serve and maintain business relationships with members and clients
• Drive results by reviewing special requests and promoting and selling products and services based on client needs and business objectives
• Analyze member/client needs and develop and implement personalized solutions
• Ensure member/client satisfaction and service quality according to organizational standards and procedures
• Manage a dedicated territory and related objectives
• Handle groups greater than 50 employees
• Support assigned clients by managing and administering group insurance plans
• Establish and maintain client relationships by identifying current or potential needs and promoting client retention
• Advise partners, stakeholders and clients about offered products, services and solutions and ensure their satisfaction
• Analyze and respond to client needs, process requests and complete required follow-ups
• Collect, organize and analyze information when adding or modifying plans
• Present to clients and attend client meetings

Group Service Representative

Financial Planning and Analysis

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Address the immediate needs of members and clients by offering simple and rapid investment, financing and protection solutions aligned with the action plan
• Ensure member/client satisfaction and service quality according to organizational standards and procedures
• Provide business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on member and client needs and current strategies and practices
• Tailor the approach to members’ and clients’ needs
• Handle client requests
• Perform required tasks and research and recommend appropriate solutions
• Help colleagues manage their agendas and emails
• Recommend solutions that meet members’ and clients’ needs and expectations
• Help members and clients choose and use tools and channels suited to their desired level of independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

Advisor

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products and services and ensure member/client satisfaction
• Review client needs and compile and analyze data
• Handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify the unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in the field
• Solicit, develop, and maintain business relationships with members and clients
• Provide customer service and sell specialized products and services through multiple distribution channels
• Promote and sell products and services based on client needs and business objectives
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

• Develop and maintain a long-term, trust-based business relationship with members and clients
• Ensure member and client satisfaction
• Listen to members’ and clients’ needs and provide advice tailored to their financial situation
• Support members and clients in choosing solutions that help them achieve their financial goals
• Manage a client portfolio composed of youth clients and individual members
• Propose offers related to investments, financing and protection (insurance)
• Act as the financing expert and resource person for the credit union
• Ensure alignment between member and client satisfaction, business objectives, risk management and profitability
• Collaborate with various partners and specialists to propose integrated strategies
• Advise members and clients on the best strategies and determine target outcomes with them
• Evaluate member and client satisfaction and service quality, perform follow-ups and recommend required improvements
• Stay up to date on financial news, market trends and best practices
• Carry out representation activities and contribute to the credit union’s presence in the community

Personal Finance Advisor

Analyst

• Perform quality assurance analysis within the Information Technology job family
• Contribute to Desjardins Group's technology-related activities in a hybrid work arrangement

Analyste en assurance qualité

• Diagnose issues, challenges and needs to determine target outcomes
• Help develop and implement objectives, operational solutions, systems, tools, methods and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Advise and assist clients and partners
• Design and improve business processes and operations to boost operational efficiency
• Propose recommendations, solutions and action plans based on the organization’s objectives and priorities
• Share ideas and help solve problems using analytical skills and extensive knowledge of the line of business
• Interact with stakeholders working in other fields

Operational Efficiency Advisor

Risk

• Prevent, analyze and develop guidelines for suspicious and fraudulent transactions
• Assist with compliance, internal controls, crisis management, and the security of personal information and property
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies, and programs
• Prepare recommendations, solutions, and action plans based on organizational objectives and priorities
• 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
• Carry out projects and initiatives related to operational risk
• Advise and assist practitioners and organizational units regarding operational risk
• Coordinate frequently with stakeholders working in other fields

Advisor, Operational Risks

• 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
• Serve as a financing expert advisor and resource person for the caisse
• 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, 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

Data Scientist

• Identify and qualify, with stakeholders, high-potential use cases for AI, advanced analytics, and automation within Finance
• Assess technical feasibility, business value, and adoption potential to prioritize initiatives
• Design and develop proofs of concept, pilots, and MVPs within a few weeks to validate or reject hypotheses
• Develop models, algorithms, and AI agents for Finance teams
• Explore, test, and compare new AI technologies to inform technology choices
• Analyze financial and operational data to identify trends, risks, and optimization opportunities
• Support Finance teams in experimenting with and adopting solutions and act as an AI resource
• Ensure responsible, secure, and compliant use of data and AI solutions
• Prepare validated solutions for production with relevant technology teams

Senior Data Scientist, Finance

Full-stack Engineer

• Develop complex execution strategies, analyze, design and document business products and solutions
• Analyze and develop software products, including design, coding, automation and testing
• Apply development, data and security best practices
• Write procedures, guidelines and development methods
• Help develop documentation for training peers and users
• Cocreate with business partners and architects to standardize solutions
• Identify system optimization opportunities while considering potential impacts
• Analyze, diagnose, follow up on and resolve highly complex operational and conceptual problems during major incidents
• Lead software package installations and testing
• Lead inhouse application deployment
• Analyze client and partner requirements and recommend appropriate IT solutions
• Plan, prioritize and coordinate work to meet schedules and objectives
• Lead and serve as a systems specialist for the team, clients and stakeholders
• Interact frequently with stakeholders across different fields

Tech Lead – Guidewire

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose solutions to meet financial goals
• Serve a client base consisting mainly of individual members and businesses
• 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 meeting members’ and clients’ needs
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
• 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

• Participate in climate change-related projects and initiatives, including developing roadmaps and recommendations based on organizational priorities and objectives
• Monitor and update climate targets and commitments
• Conduct climate risk analyses
• Conduct research and preliminary analysis
• Develop initial outlines of tools and work processes requiring detailed understanding of business lines and the organization
• Contribute to climate change-related reporting
• Support more experienced professionals in the unit
• Monitor new trends in climate change and biodiversity

Climate Change Advisor

Team Leader

• Support team management
• Coordinate the unit’s activities, action plans and initiatives
• Coach and guide a team composed primarily of highly experienced professionals
• Assign tasks and activities and regularly monitor progress
• Support talent development and employee engagement
• Identify, develop and recommend strategic directions and business positions
• Help determine the unit’s service offer and ensure projects and activities are planned and executed
• Meet targets on time and on budget
• Manage results, performance, quality and client/partner satisfaction
• Develop training and skills development strategies and action plans for team members
• Help resolve complaints and problems in accordance with the organization’s practices
• Play a non-decision-making role in hiring, performance management, discipline and skills development
• Manage the budget
• Lead and influence senior management and decision-making bodies
• Interact with stakeholders working in a wide range of other fields

Team Leader, Management Support and Expertise

Director

• Help the Director define strategic directions
• Manage implementation ensuring alignment with wealth management business priorities
• Develop and carry out the administrative department’s business plan
• Design, structure, and roll out an integrated offer of content and tools
• Optimize business practices to improve productivity and advisory quality
• Implement skills development and structured training strategies
• Launch marketing strategies and business initiatives
• Ensure oversight of regulatory frameworks and practice standards
• Mobilize teams to foster performance and talent development

IT Technician, Assistance

Group Service Representative

Client Financial Services Agent

Advisor

Personal Finance Advisor

Analyste en assurance qualité

Operational Efficiency Advisor

Advisor, Operational Risks

Personal Finance Advisor

Senior Data Scientist, Finance

Tech Lead – Guidewire

Personal Finance Advisor

Climate Change Advisor

Team Leader, Management Support and Expertise

Senior Director, Wealth Management Expertise