Desjardins

Account Manager

• Be attentive to the needs of medium-sized organizations operating in the real estate or commercial sectors
• Build solid relationships of trust with organizations by offering them simple, innovative solutions that are adapted to their needs
• Business development is a part of your team's daily life
• Stay abreast of new trends in financing
• Work on major projects with co-workers in the commercial sector

Administration

• Provide administrative support to Desjardins components
• Assist in administering specialized products and member and client accounts
• Perform administrative and follow-up tasks to support daily operations
• Assist in analyzing and producing reports and statistics
• Carry out administrative tasks, including data collection, entry, modification, compilation, and coding
• Provide information on business processes and procedures
• Conduct research to obtain additional information related to activities

Product Administration Agent

Marketing

• Help develop and update the organization’s products and services to meet member/client needs and support business development
• Analyze market needs and develop and implement product and service marketing strategies
• Lead planning and development projects, feasibility studies, and complex, innovative strategic interventions
• Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives
• Serve as specialist advisor and subject matter expert, as well as resource person and coach for decision-making bodies

Senior Advisor, Marketing

Financial Planning and Analysis

• Advise members and clients on optimal financial 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 on developments in the financial services industry, market trends and best practices in the field
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

Risk

• 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
• Target, 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

Senior Advisor, Risk Management

• Provide administrative support to Desjardins teams
• Assist in administering specialized products and member/client accounts
• Advise and assist clients and internal partners
• Develop tools, methods, and processes
• Propose recommendations, solutions, and action plans
• Analyze data, conduct studies, make recommendations, and prepare reports
• Interpret and enforce unit policies, practices, and processes to ensure regulatory compliance

Product Administrator

• 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

• 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.

• Preparing and coordinating analyses, presentations, and executive summaries for senior management and decision-making bodies;
• Acting as a subject-matter expert and leader within your field of practice by advising and supporting teams in the positioning, planning, execution, and monitoring of strategic mandates;
• Contributing to the development, evolution, and implementation of policies, standards, models, and programs that support strategic projects and mandates;
• Monitoring regulatory developments in Ontario, assessing their impacts, and supporting management in maintaining sustainable relationships with regulatory authorities and ensuring compliance with requirements;
• Working with various FCDQ units to ensure proper consideration of CDO-specific requirements and alignment of interventions;
• Participating in the planning and management of unit priorities, including work organization, resource allocation, coordination of deliverables, and the efficient use of practices and tools, in alignment with Desjardins Group’s cooperative values.

Advisor, Governance and Strategic Directions

• Develop your practice area and serve as its leading expert
• Produce and organize complex strategic work and deliverables
• Provide expert support and mentoring with respect to analysis, strategy development, personalized approaches and case management
• Help professionals in your unit develop their skills
• Help plan and manage your unit’s priorities and assign employees to projects and initiatives
• Assign initiatives and requests and ensure they are completed
• Ensure that practices, processes, methodologies and tools are used properly and efficiently to achieve your unit’s objectives

Practice Leader, Financial Performance and Budget

• Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan).
• Direct and assist members and clients in using the above.
• Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
• As needed, contact members and clients to confirm planned transactions.
• Make courtesy calls upon request by the account managers.
• Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
• Contribute to business development by participating in a variety of solicitation activities.
• Use contacts with members and clients to build strong business relationships.
• Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
• Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
• Respect all policies, practices and standards in effect for conducting transactions and operations securely.

Financial Services Agent – Clientele

• Develop new business with customers composed of individuals and/or business leaders
• Maintain a balance between member and customer satisfaction, profitability and the level of risk involved
• Respond to specialized savings needs and call on the contribution of Desjardins components as needed
• Advise members and customers on the best financial strategies
• Develop and maintain sustainable and customized collaborations with account managers and business partners
• Ensure sound and prudent risk management for the portfolio under responsibility

Financial Planner – Development

• 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

Manager

• Support your immediate supervisor by helping to develop business strategies in line with Desjardins’s strategic priorities and the unit’s challenges.
• Ensure the quality of services and business relationships, and manage the member/client experience.
• Implement and monitor the action plan to achieve target results.
• Put in place management and communication practices that promote talent acquisition and management, team synergy and change management, in keeping with Desjardins’s values.
• Lead, coach and motivate your team to develop skills, boost engagement and empower employees.
• Implement and develop a competitive, profitable service offer for your sector that incorporates partnerships with other components in order to provide an exceptional member/client experience.
• Ensure the efficiency and continuous improvement of processes, and boost profitability.
• Promote the Desjardins brand and strengthen the organization’s roots in the community.
• Uphold Desjardins’s cooperative values.

Market Development Manager

Analyst

• Analyze financing files and formulate recommendations describing the financing and follow-up conditions and the guarantees required.
• Perform variable credit control as needed.
• Conduct periodic reviews of financing files.
• Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial products and services.

Account Manager

Product Administration Agent

Senior Advisor, Marketing

Personal Finance Advisor

Senior Advisor, Risk Management

Product Administrator

Personal Finance Advisor

Personal Finance Advisor

Advisor, Governance and Strategic Directions

Practice Leader, Financial Performance and Budget

Financial Services Agent – Clientele

Financial Planner – Development

Personal Finance Advisor

Market Development Manager

Financing Analyst, Business