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

• Developing and maintaining lasting and trusting business relationships with members and clients
• Advising members and clients on the best strategies and working with them to identify expected results
• Managing business relationships, assessing member/client satisfaction and service quality, following up and identifying areas for improvement
• Staying up-to-date on the financial services industry, market trends and best practices in your field
• Participating in outreach activities and representing the caisse in the community

Security Engineer

• Provide clients with property management support and advice
• Analyze and diagnose impacts on client activities and operations
• Recommend solutions in accordance with standards and policies
• Negotiate, prepare and draft complex, moderate-value leases while minimizing transaction costs
• Help develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Analyze data, conduct studies, make recommendations and write reports
• Help develop budgets and schedules for medium-scale projects and monitor them closely

Advisor, Buildings, Development and Security

Administrative Assistant

• Support the general manager and/or managers in planning and coordinating management activities, and record and track scheduling information.
• Follow up on phone calls, emails, and mail on behalf of managers.
• Produce various documents (e.g., records, minutes, reports, statistics, and balance sheets).
• Participate in organizing logistics for a variety of events (e.g., team meetings, committees, general meetings, training sessions, conference calls, travel, and public relations activities).
• Perform various internal administrative management tasks (e.g., tracking sales, maintaining scorecards, monitoring expense accounts, managing inventory and equipment, and conducting performance evaluations).
• Manage documents and update records for multiple areas (e.g., filing, purging, and storage) in accordance with current practices and regulations.
• Perform secretarial duties including drafting, formatting, updating, creating, and revising the wording of informational documents produced by various departments.
• Support the general manager and/or managers in retrieving information, executing business processes, and using information systems.

Cloud Engineer

• Responsible for operations in Collabria’s cloud environment
• Using Microsoft Azure services, Microsoft Entra ID, cloud security controls and Terraform implementations
• Design and operate secure cloud services, automate infrastructure, support regulated platform operations, and resolve complex issues related to cloud computing, identities, networks and security
• Oversee the implementation of technological directions
• Responsible for platform operation, performance and stability
• Design, configure, administer and maintain Azure subscriptions, platform services, networks, private connections, Azure Firewall, Web Application Firewall (WAF), Key Vault, monitoring capabilities and recovery mechanisms
• Implement approved cloud models and maintain resilient, scalable and cost-effective environments using APIs, web applications (eApplications), portal services, Azure Virtual Desktop (AVD) and integration workloads
• Design, administer and maintain Microsoft Entra ID, Conditional Access, Privileged Identity Management (PIM), multi-factor authentication (MFA), single sign-on (SSO), identity governance, role-based access control (RBAC), guest identities, service principals and privileged access mechanisms
• Implement and maintain secure baseline configurations, platform hardening, key and secret controls, network protections, identity-centric Zero Trust measures, and security capabilities using Microsoft Defender for Cloud, Microsoft Sentinel and Azure Monitor
• Review the results of vulnerability analyses and security assessments, coordinate remediation plans, validate corrective measures, communicate residual risks and support penetration tests, audits and security validations
• Develop and maintain reusable Terraform modules, deployment configurations, and secure Terraform State management
• Implement naming and tagging standards, policies and modules, use PowerShell, Bicep and other automation tools, and maintain Terraform as the reference standard for reproducible infrastructure deployment
• Diagnose and resolve complex production incidents, participate in service restoration, root cause analysis, platform health reviews and capacity planning, and recommend improvements
• Implement and maintain alerts, dashboards, logging mechanisms, backups and disaster recovery activities, produce reports on Azure usage, security, availability and costs, and provide the technical evidence required for audits, access reviews, privileged access reports and regulatory requests

Azure Platform Administrator – Identity and Security

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
• Work in collaboration with personal finance advisors and improve the service offered to members.

Financial Services Agent

Administration

• Provide administrative support to Desjardins components and help administer specialized products and member/client accounts
• Serve as technical collaborator and provide discipline-specific support for your unit’s activities, initiatives and processes
• Conduct technical studies, research and analysis
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Help practitioners follow your unit’s processes and use its business solutions, tools and systems
• Review information requests and conduct research to respond in accordance with standards and policies
• Design, produce and analyze reports on your sector’s activities

Technician, Product Administration

Recruitment

• Contribute to the full recruitment cycle, including proactive candidate sourcing, screening, scheduling group interviews, coordinating background checks and presenting offers to selected candidates.
• Manage candidate pools and participate in prospecting and visibility activities with targeted organizations.
• Solicit and attract passive candidates to fill current positions.
• Promote careers within the Group and support employee development by providing information, advice and feedback as part of the staffing process.
• Participate in various development projects related to the evolution of talent acquisition practices.
• Ensure compliance with privacy and information security policies and guidelines.

Talent Acquisition Intern

Advisor

• 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
• Lead clients and practitioners on sales and service development projects, initiatives and activities
• Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends in your specialty area and make recommendations

Senior Advisor, Personal

Communications

• Lead the development and delivery of strategic marketing communication plans
• Make recommendations on the planning and execution of complex marketing communications projects
• Regularly review and assess marketing performance
• Build close working relationships with Account Managers
• Guide Marketing partners in their marketing communications deliverables
• Collaborate, influence, and build trust with diverse stakeholders

Communications Strategist

Solutions Engineer

• Manage security mechanisms
• Oversee compliance solutions

Delivery Manager, Solutions, Compliance, Security Mechanisms

Learning and Development

• Deliver engaging and interactive training sessions virtually
• Adapt to meet the diverse learning styles and needs of participants
• Facilitate discussions, activities, and exercises to enhance learning and retention
• Contribute to simplifying and improving the M/C experience during interactions
• Stay connected to operations and master systems and business expertise
• Understand the pedagogical intentions and learning objectives to ensure the transfer is adapted to the learner
• Engage diverse audiences
• Manage multiple training activities simultaneously

Training Facilitator, Competency Development

• 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
• Help clients choose appropriate solutions to meet their financial goals
• Manage business relationships, assess member/client satisfaction and service quality
• Stay up-to-date on the financial services industry, market trends and best practices

Wealth Management 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.

Human Resources

• 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.

Personal Finance Advisor

Personal Finance Advisor

Advisor, Buildings, Development and Security

Administrative Assistant

Azure Platform Administrator – Identity and Security

Financial Services Agent

Technician, Product Administration

Talent Acquisition Intern

Senior Advisor, Personal

Communications Strategist

Delivery Manager, Solutions, Compliance, Security Mechanisms

Training Facilitator, Competency Development

Wealth Management Advisor

Wealth Management Advisor

Senior Advisor, Workplace Relations