Desjardins

Financial Planning and Analysis

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing and insurance products.
• 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

Investment and Financing Advisor

Manager

• Lead an effective team that uses data science to support actuarial rate-making
• Create, maintain and develop automated pipelines in Microsoft Azure used for analyzing the segmentation of home and auto products in individual insurance
• Design and steer the data architecture that supports rate-making and product goals
• Serve as product owner for the Agile Business Intelligence 1.0 squad
• Serve as an advisor and subject matter expert in statistical modelling and data infrastructure for business units
• Lead training and implementation initiatives to encourage the adoption of new modelling techniques and technologies
• Connect R&D with the business sectors: Identify value-creation opportunities and apply research results in production workflows
• Support the actuarial rate-making function in preparing the appendixes required for filings in regulated markets

Manager, Modelling and Best Practices – Ontario, Atlantic and Western Regions

Security Engineer

• Investigate security events
• Apply mitigation measures in response to security events
• Document investigations in an operational security ticketing system
• Help resolve security issues
• Participate in incident response
• Help improve and optimize security operations and make them more efficient

Cybersecurity Advisor

Administration

• Manage and maintain Desjardins Group’s data backup systems while ensuring data integrity and a sound infrastructure.
• Help optimize processes as well as Desjardins’s data life cycle.
• Work on large-scale technology projects.
• Ensure scalable and effective backups through proactive capacity planning, performance controls and configuration settings.
• Define, implement and maintain backup policies in the cloud computing platform.
• Automate recurring operations (rollout, configuration, monitoring, remediation) using tools such as Terraform, PowerShell, Python or equivalent.
• Implement security policies and procedures for data backup.
• Install, maintain and update data backup hardware and software.
• Troubleshoot errors and backup issues, and analyze the root causes.

Data Backup Administrator

• Analyze and process financial and accounting data and transactions requiring technical or business knowledge
• Identify, input, analyze and interpret data to inform management decision-making and monitor the application of management policies and practices.
• Make recommendations
• Analyze risks, write reports, prepare recommendations and provide advice on how to implement them
• Help prepare and propose action plans to address issues in accordance with rules and parameters
• Support practitioners by providing accounting and financial information
• Contribute to projects and initiatives in your specialty area.
• Test systems
• Identify opportunities for improvement and help develop, implement and update methods, procedures and tools in your specialty area.
• Produce related information and distribute it to practitioners
• Develop and write methods and processes.

General Finance and Accounting Analyst

Counselor

• Help promote the organization's projects, policies, and programs by designing and developing communications materials
• Establish and promote the organization's online brand image by creating, managing, and updating social and digital media content
• Advise clients and partners on small- to medium-scale print media initiatives
• Develop tools, methodologies, and processes
• Share ideas and help solve problems using analytical skills and business insight
• Interact with stakeholders across other fields

Advisor, Instrumentation

Analyst

• Validate document and contract consistency and compliance as well as compliance with conditions and guarantees.
• Prepare activity plans for BBO SSC to handle contract and guarantee preparation up until the time that guarantees are published and the loan is disbursed.
• Complete the disbursement roadmap.
• Finalize files by, for example, archiving and following up on missing files.

Post Grant Analyst

• Help develop and implement strategies to manage, monitor and resolve distressed loans and bad debt
• Analyze and help diagnose issues, provide opinions in accordance with your discipline’s rules
• Make recommendations and write reports
• Prepare recommendations and provide advice on how to implement them
• Develop and write methods and processes

Analyst, Turnaround and Recovery

Underwriter

• Participate in the development and launch of new insurance products for businesses, working in collaboration with various internal stakeholders.
• Design, develop, and maintain underwriting rules.
• Contribute to the ongoing evolution of products by integrating feedback from users and partners.
• Draft and update insurance wordings, including coverages and endorsements.
• Collaborate on strategic corporate initiatives related to profitable growth, portfolio management, and underwriting process improvement.
• Support the coherent and optimal implementation of products, rules, tools, and underwriting solutions across teams and platforms.

Corporate Underwriting Advisor, Commercial Lines Insurance

• Provide personalized member/client service and experience to clients with complex needs
• Be attentive to the needs of members and clients and propose personalized and effective solutions
• Seize business opportunities and provide personalized advice for optimal business development
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on member and client requests
• Ensure the execution of all member and client banking account operations
• Proactively inform members and clients about our digital solutions

Financial Services Agent

Client Services Representative

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell securities products and services through various distribution channels
• Provide administrative, customer service and business development support to investment advisors and the team
• Respond to information requests from clients regarding their accounts and the firm’s products and services
• Conduct research and follow up as needed to deliver quality service

Member Services Agent, Securities

• Help manage financial accounts in accordance with the organization’s objectives by producing reports
• Performing audits, inspections and financial simulations
• Analyzing risks, profits and losses
• Ensure financial performance, plan and review budget processes
• Manage and control the organization’s accounting systems by gathering, processing and recording financial data
• Assist with product and service pricing, financial engineering, financial market transactions, and tax law analysis
• Advise and assist clients and partners, recommending solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge

Finance and Accounting Advisor

• 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

Operations

• Provide administrative and operational support to the organization
• Ensure the completion of the unit's administrative business processes
• Perform analysis
• Produce or revise reports and statistics
• Carry out various administrative, operational and quality controls
• Take corrective measures and carry out the required follow-ups
• Provide support to users in the efficient use of tools and systems
• Perform various administrative tasks related to data entry, extraction, processing, compilation and coding
• Provide various information related to policies, programs and processes in your field
• Prepare or revise presentations and other related documents

Investment and Financing Advisor

Manager, Modelling and Best Practices – Ontario, Atlantic and Western Regions

Cybersecurity Advisor

Data Backup Administrator

General Finance and Accounting Analyst

Advisor, Instrumentation

Post Grant Analyst

Analyst, Turnaround and Recovery

Corporate Underwriting Advisor, Commercial Lines Insurance

Financial Services Agent

Member Services Agent, Securities

Corporate Underwriting Advisor, Commercial Lines Insurance

Finance and Accounting Advisor

Personal Finance Advisor

Agent, Office Work and Operations