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

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 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, Security

• 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
• Staying up-to-date on the financial services industry, market trends and best practices
• Participating in outreach activities and representing the caisse in the community

Personal Finance Advisor

Database Administrator

• Deploy, configure and support Oracle database services for the environments and applications concerned, ensuring their integrity, security and performance
• Conceptualize, implement and update database structures
• Advise parties involved on database management, use and access
• Help develop automation solutions for the ongoing configuration, installation, maintenance, delivery and rollout of Oracle services
• Draft, maintain and update system and database technical documentation

Oracle Database Administrator, DBA

Business Analyst

• Analyze costs, benefits, risks, constraints, business opportunities and stakeholder needs in terms of project scope, and identify, formalize and communicate needs and requirements
• Work with users to develop solutions that are aligned with the business objectives, analyze impacts on the various stakeholders, identify prerequisites and internal dependencies, ensure a cross-sector vision of the solution and perform end-to-end requirements traceability
• Help develop testing strategies and acceptance testing plans, and support the business sector during solution rollout
• Help develop change management strategies and carry out related activities

Administration

• Administer, configure and maintain IT platforms (on-premises and in the cloud)
• Ensure the availability, performance and reliability of IT environments
• Manage access, permissions and security configurations
• Monitor performance and resolve incidents
• Develop and maintain automation solutions to streamline operations and reduce manual tasks
• Document procedures and contribute to continuous improvement
• Collaborate with IT teams, users and suppliers

IT Platform Administrator

Underwriter

• Join a relationship management team responsible for managing/developing a portfolio of existing clients as well as prospecting new clients within a defined geographical market
• Participate in the structuring of financing proposals, underwriting and completing loan applications, conducting due diligence, completing loan documentation and all other matters required to successfully close and fund a new financing
• Mentor/coach analysts in the portfolio management team
• Ensure client satisfaction and act to resolve client dissatisfaction with services provided by or conflict with any Desjardins component
• Recommend strategies and solutions for achieving objectives of the unit such as increased business volume, sound risk management, portfolio profitability and stronger business relationships
• Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered
• Execute various promotional activities as part of the unit’s business operations.
• Participate in targeted public relations activities and participate actively in the business community

Associate Director, Underwriting, Real Estate Financing Group

• 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, Business

Compliance

• Contribute to compliance risk analyses for projects, initiatives and business files
• Help develop recommendations to ensure compliance with regulatory requirements and applicable standards
• Take part in compliance monitoring activities and help follow up on action plans
• Support impact analysis for changes to the regulatory framework
• Prepare opinions, briefing notes, analysis tools and communications for internal partners
• Work with various stakeholders across Canada

Regulatory Compliance Advisor, Property and Casualty Insurance

• Attend to members’ investment and financing needs
• Optimize financial health
• Provide excellent customer service
• Tailor financial solutions to client needs

Advisor, Investment and Financing

Sales

• Support Desjardins’s strategic priorities by leading your department
• Tap into the full market potential and meet the needs and expectations of members and clients
• Responsible for the strategic and operational management of a team dedicated to selling products and services
• Help build and maintain long-term business relationships with clients and members
• Draw up and monitor a business plan that addresses priorities, challenges, and objectives
• Ensure unit performance and sound and prudent risk management
• Serve as coach for your team members and provide specific recommendations taking the needs of members and clients into account

Member Services and Sales Support Manager

Business Intelligence Analyst

• Advise clients to define their needs to ensure that the initiative or project meets the actual needs of users
• Participate in prioritizing mandates by assessing the impact on members, clients and the organization
• Contribute to complex or transformational projects by defining requirements that promote data valorization
• Build and develop Power BI reports and dashboards using database management systems
• Monitor technology and best practices for dashboard construction while ensuring that your knowledge is shared within the team
• Identify opportunities to improve methods and processes, and recommend improvements to data management tools

Senior Advisor, Business Intelligence and Data Valorization

Actuary

• Contribute to various development activities, studies, analyses, and actuarial calculations related to your unit’s mandates.
• Design or update tools, projection models, databases, systems, and product developments, and ensure their ongoing monitoring.
• Perform analyses.
• Prepare various reports and recommendations.
• Provide advisory support in the implementation of these recommendations.
• Participate in the development and proposal of action plans aimed at addressing identified issues, in accordance with established guidelines and generally accepted standards.
• Develop and document work methods and processes.

Actuarial Analyst, Pricing and Product Development, Individual Insurance

• Carry out various secretarial activities, including writing, layout, updating, production and linguistic revision of information documents from the various sectors
• Carry out various administrative tasks related to internal management (sales follow-up, dashboard, expense account follow-up, inventory and material management, performance evaluations, etc.)
• Support the manager in the management and follow-up of his/her agenda, calls, emails and mail
• Prepare and attend various meetings, including those of the management committee. Write up the minutes and ensure the follow-up of these meetings
• Participate in the logistical organization of various events (team meetings, committees, assemblies, travel, public relations activities, etc.)
• Collaborate in the preparation of the annual budget and budget monitoring during the year (analysis and justification of variances).

Adjointe administrative

• 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
• Drive results by recommending investments, loans and insurance products
• Collaborate with various partners and experts to design integrated strategies