Desjardins

Client Services Representative

• Help solicit, develop, and maintain business relationships with members and clients
• Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs
• Drive results by reviewing information requests for specialized products and services and promoting and selling them according to client needs and the unit’s business objectives and strategies
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• 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 their satisfaction
• Review client needs and compile and analyze relevant data
• Assist members and clients by listening to their needs and proposing personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay up to date on the latest standards, products, and services in your field.

Advisor, Member/Client Sales and Service

Account Manager

• Prospect for, solicit, develop and maintain business relationships with medium-sized organizations in the commercial sector
• Initiate, develop and sustain personalized business relationships with clients
• Serve as account manager and primary point of contact between the business centre and clients
• Analyze sources of dissatisfaction and recommend appropriate solutions
• Identify and assess member needs and develop tailored solutions
• Negotiate terms and conditions with members and clients as applicable
• Recommend strategies to achieve business objectives
• Participate in promotional activities and public relations initiatives

Account Manager – Commercial Market

Underwriter

• Analyze medical, personal and financial information to assess the overall risk to the organization in accordance with applicable standards and practices
• In the event of non-standard decisions, negotiate with reinsurers to find solutions to obtain the best possible decision for our members, clients and partners
• Communicate in writing or by phone with stakeholders
• Help develop operational processes and modifications to the sector's computer systems
• Make decisions and be able to justify them to members, clients and partners

Underwriting Technician

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.

Wealth Management Advisor

Procurement

• Help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services
• Advise and assist clients and partners on important development projects and initiatives
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Analyze and identify client needs
• Diagnose issues and challenges to determine target outcomes
• Perform specialized analysis, conduct studies, write reports and make recommendations
• Carry out operational follow-up and monitoring, including monitoring of external provider performance
• Help develop, enforce, update and improve the policies, processes, standards and models that support your unit’s projects and initiatives
• Evaluate results, benefits and service quality
• Issue and implement cost-cutting and performance improvement recommendations
• Represent your unit before committees.

Advisor, Procurement – Purchasing

Business Analyst

• Supervise, coordinate and coach a designated group of financing analysts who analyze and review financing files.
• Help manage workflows and assign resources to the various tasks involved in analyzing financing files.
• Coordinate activities to ensure operation continuity.
• Perform follow-ups and controls as necessary.
• Analyze financing files and prepare recommendations, describing the financing and follow-up conditions and the guarantees required.
• Share analysis results and recommendations with account managers and propose additional solutions as necessary.
• Conduct periodic reviews of complex financing files.
• Comply with policies, practices and standards, as well as legislation governing the distribution of financial products and services.

Financing Analyst – Business

Agent

• Help give members and clients a better experience, and ensure that they are satisfied
• Make sure members and clients feel welcome, listen to and address their needs
• Help members with their financial empowerment
• Promote the organization's cooperative values through the support provided
• Support and advise members and clients on available financial products and services
• Promote the various distribution channels available
• Open accounts for members and help with their financial transactions
• Remain attentive to members' needs to offer personalized solutions
• Identify business opportunities, refer members to colleagues for specialized needs
• Be an ambassador of digital solutions and advise members on their use
• Ensure financial transactions go smoothly, addressing any issues
• Provide information and support on technological tools, sharing advice about prevention and safety
• Stay up to date with standards, products, and services in the field
• Uphold compliance, security, and risk management standards

Advisory Agent, Member and Client Experience

• Help implement the data and analytics service offer within the sectors under the Operations Executive Division.
• Set the roadmap’s priorities by following up and communicating with various contributors (data strategy, innovative projects and regular operations).
• Prepare for the execution of modernization initiatives for business systems.
• Provide clear, transparent updates on the progress of the roadmap’s various deliverables.
• Maintain good relationships with contributors.
• Support data valorization advisors with the various stages they’re responsible for.
• Get feedback from sectors, identify areas for improvement, and update data management tools.

Senior Data Valorization Advisor

General Counsel

• Support commercial underwriting, claims, and other business stakeholders on licensing, best practices, and legal issues.
• Serve as a resource person for your department, clients and partners.
• Review, draft, and maintain commercial insurance and surety programs and policy wording
• Review, draft, and negotiate broker and Managing General Agent contracts and partner agreements
• Maintain legal templates and clause libraries
• Manage and advise on complex commercial and surety claims litigation and coverage matters
• Research and interpret laws, rules, and regulatory frameworks, providing legal opinions and recommendations
• Advise and support business units and decision-making bodies on the handling and execution of strategic projects and initiatives
• Liaise with industry regulators to support business initiatives and licensing matters.
• Monitor the industry to understand and anticipate trends in your line of work and help prepare recommendations to develop best practices for the organization.

Corporate Legal Counsel, Property & Casualty Insurance, Commercial Insurance

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them
• Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Watch for business opportunities that would add a competitive edge to existing products and services
• Take an active role in public relations activities and maintain a presence in the business community.

Account Manager, Securities

Administration

• Provide administrative support to Desjardins components and help administer specialized products and member/client accounts
• 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 the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of your line of business
• Coordinate and interact with stakeholders working in other fields

Product Administration Advisor

Manager

• Provide guidance to the general manager on cross-sector coordination for strategic files
• Actively contribute to the development of the business plan and performance framework
• Ensure rigorous monitoring and make recommendations to the management committee
• Oversee employees' and managers' skills development
• Build high-performance teams and help talent reach its full potential
• Oversee a team mostly made up of HR, communications and associative affairs advisors
• Attend board meetings to represent strategic and financial aspects and lead certain committees
• Manage the annual salary budget and manage skills development activities
• Coordinate communication and representation activities

Support Manager

• Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients.
• Develop personalized strategies and provide tailored advice and solutions.
• Work closely with a team of professionals and specialized partners from various fields.
• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Play an active role in promotional and public relations activities.

Wealth Management Advisor, Service Signature

Financial Planning and Analysis

Personal Finance Advisor, Assigned Clientele

Data Analyst

• Identify, analyze and document users' data needs and help operationalize solutions
• Use database management systems to generate and update reports that give users a streamlined picture of results
• Identify opportunities to improve work methods and develop data management tools
• Provide advice for selecting, implementing and using data management tools
• Identify, prepare, describe, interpret and validate data needed for analyses, and make suitable recommendations to support decision-making.