Desjardins

Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• 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, Assigned Clientele

Team Leader

• Support team management and coordinate unit’s activities
• Coach and guide a team of experienced professionals
• Monitor progress and manage individual performance
• Make recommendations on operationally and conceptually complex projects
• Help determine service offer and ensure projects are planned and executed
• Meet targets on time and on budget
• Develop training and skills development strategies for team members
• Help resolve complaints and problems in accordance with the organization’s practices
• Manage the budget

Team Leader, Management Support and Expertise Support

Advisor

• As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
• Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies.
• Work with clients who have development potential for your sector.
• Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers.
• Advise and assist current and potential members and clients.
• Represent Desjardins and enter the organization into agreements with clients.
• Establish and negotiate product and service terms in accordance with standards and procedures.

Securities Advisor

• Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
• Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
• Work closely with a team of professionals and specialized partners from various fields
• Actively contribute to meeting sales objectives by developing action plans based on the business plan
• Stay up-to-date on market trends and best practices in your field

Wealth Management Advisor

• Advise members and clients on optimal strategies and collaborate with them to define expected outcomes.
• Manage business relationships, evaluate member/client satisfaction and service quality, follow up, and identify areas for improvement.
• Stay current with the financial services industry, market trends, and best practices in the field.
• Participate in outreach activities and represent the caisse in the community.

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
• Recommend strategies and solutions to the senior advisor when developing plans.
• Monitor market movements and trends likely to influence members’ and clients’ investments.
• Take part in a range of promotional activities including speaking events, information sessions and other special events.

Senior Wealth Management Advisor

Compliance

• Monitor the internal control system
• Ensure that supervisory controls are completed, and be responsible for execution quality
• Complete certain supervisory controls and reporting
• Liaise with relevant Desjardins components
• Support the senior compliance officer in monitoring activities for the distribution of investment products and reporting, if applicable
• Manage activities related to operational risk, including risk and control self-assessment
• Help managers identify and implement corrective measures
• Ensure that activities related to money laundering and terrorist financing legislation (PCMLTFA) are carried out

Control, Risk and Compliance Analyst

• Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
• Manage business relationships; assess member/client satisfaction and service quality; follow up and identify areas for improvement
• Stay current on the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the caisse (credit union) in the community

Personal Finance Advisor

Business Development Rep

• Establish a consulting relationship by identifying current or potential needs and promoting customer retention.
• Advise various partners, stakeholders or members and customers regarding the products, services or solutions offered and ensure their satisfaction
• Analyze and respond to customer needs, process requests and ensure the required follow-ups
• Collect, gather and analyze information, write reports and recommendations
• Keep abreast of new developments related to standards, products or services in your field of activity.

Business Development Advisor, Sales Support

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
• Actively help develop and maintain business relationships with clients
• Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies
• Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers

• Support team management and coordinate activities, action plans and initiatives
• Coach and guide a team of highly experienced professionals
• Develop training and skills development strategies and action plans for team members
• Manage performance, results, quality, and client/partner satisfaction
• Make recommendations on planning and execution of projects

Team Leader, Management Support

Claims Specialist

• Coach internal advisors to develop their technical skills
• Provide contract enforcement advice, verify settlement costs and ensure compliance with claims policies
• Revise independent adjuster claims
• Review claims and help advisors and practitioners settle them
• Conduct research and serve as resource person, proposing solutions to conflicts and situations outside the expert’s scope of authority
• Help prepare action plans based on claims reviews
• Verify and approve claims settlements

Claims Analyst

• Provide management support for the team
• Coordinate your unit’s technical activities, action plans and initiatives
• Coach and guide a team composed primarily of technical and support employees, assign tasks and activities, and regularly monitor progress
• Support employee engagement by creating a positive, motivating work environment where everyone’s contribution is valued
• Solve technical problems and help develop and improve technical methods and procedures
• Serve as technical collaborator for your unit and practitioners
• Help determine your unit’s service offer and ensure your projects and activities are planned and executed
• Meet targets on time and on budget and manage results, performance, quality and client/partner satisfaction
• Help 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

Underwriter

• Own the development, execution and maintenance of personal lines insurance products
• Develop new coverages, new business rules, and leverage the use of applications to meet emerging member/client needs while supporting profitability
• Creation and maintenance of the pre-configured recommended insurance package offers
• Identify and establish insurance risks and intentions on a portfolio basis, and promote their understanding, interpretation and application by the operational sectors
• Maintain, update, and develop insurance wordings, documents and validation of legal insurance documents
• Oversee the realization of recommendations by adequately leveraging underwriting expertise and seeking support from our partners within the organization for the development of solutions in their area of expertise
• Continually monitor the existing book of business and market trends to ensure that our coverages and products continue to evolve to meet the current and emerging needs of our members and clients, while maintaining adequate controls
• Maintain an expert role in insurance within the organization by advising leadership, partners, and facilitating the transfer of knowledge to other departments of the organization when underwriting expertise is required
• Ensure that underwriting guidelines and products meet regulatory and compliance requirements and be responsible for all the provincial filing
• Liaise with decision-making and regulatory bodies that set industry rules and influence stakeholders with respect to insurance products and practices

Corporate Underwriting Advisor

Data Scientist

• Design, use and develop mathematical models for risk management and diligently prepare associated documentation
• Balance business needs, risk management, requirements and best practices
• Lead or contribute to projects, mandates or activities in your field of expertise
• Serve as a subject-matter expert to support various units and stakeholders across the organization
• Explain information in plain language and based on the target audience in order to facilitate comprehension and, if applicable, decision making
• Monitor the industry to understand and anticipate trends in your field of expertise to develop and update relevant best practices for the organization.

Personal Finance Advisor, Assigned Clientele

Team Leader, Management Support and Expertise Support

Securities Advisor

Wealth Management Advisor

Wealth Management Advisor

Senior Wealth Management Advisor

Control, Risk and Compliance Analyst

Personal Finance Advisor

Business Development Advisor, Sales Support

Securities Advisor

Team Leader, Management Support

Claims Analyst

Team Leader, Management Support

Corporate Underwriting Advisor

Data Scientist, Credit Risk Quantification