Desjardins

Actuary

• Recommend solutions based on the analyses
• Develop solutions for actuarial and business problems using a variety of tools and techniques including advanced analytics
• Work closely with Commercial Lines business units and underwriting to understand and implement solutions
• Develop policies and guidelines through research and impact analyses
• Support project planning, development, execution and coordination

Advisor, Actuarial Analysis, Statistics

Research Analyst

• Assist in the development of comprehensive company/industry specific financial and operational models
• Maintain and develop sector specific databases
• Compile and evaluate industry information and research
• Assist in generating company and industry research reports and comments
• Provide analytical, quantitative and administrative support to the analyst as required
• Assist with ad-hoc projects, presentations and assignments as needed
• Liaise with sales, trading and other areas of the firm
• Develop and maintain relationships with key personnel from companies under coverage

Equity Research Associate, Diversified Industries

Administrative Assistant

• Carry out secretarial tasks (draft, revise, update and format documents for various departments, etc.)
• Carry out internal administrative tasks (sales tracking, dashboards, expense reports, inventory management, performance reviews, etc.)
• Help your superior manage their agenda, mail, emails and phone calls
• Coordinate the preparation of deliverables for decision-making bodies
• Plan and attend management committee and other department meetings. Draft reports and minutes and follow up as needed
• Handle the unit's budget process. Carry out budget preparation activities and identify and explain variances
• Coordinate and troubleshoot IT requests from various users

Director

• Manage and grow relationships with important business clients and prospects across Ontario, while supporting the Director on strategic accounts and priorities.
• Act as a key link between Ontario clients and Desjardins, ensuring clients have the right products, services and support.
• Identify client needs and develop tailored financing and banking solutions, working with the Director on more complex opportunities.
• Prepare integrated service offers that balance client satisfaction, profitability and risk management.
• Negotiate product and service terms within established guidelines, with Director support as needed.
• Monitor portfolio performance and recommend strategies to support growth, profitability and sound risk management.
• Identify new business opportunities and help expand Desjardins’ presence in Ontario’s business community.
• Collaborate with the Director and internal partners to deliver comprehensive solutions for Ontario clients, including lending, cash management, foreign exchange and specialized services.

Associate Director, National Accounts

Commercial Underwriter

• Identify and underwrite new business, process renewals and endorsements.
• Build strong relationships with brokers and maintain high levels of service.
• Participate in production trips, broker visits and corporate functions as required.
• Adhere to Company guidelines, contracts, authority limits and standards.
• Analyze market trends, risk profitability, exposures and hazards.
• Contribute to the development of the Commercial team.

Client Services Representative

• Assist members and clients, listen to their needs, handle their requests and answer their questions
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Help close sales, process transactions and follow up as needed.
• Ensure member and client satisfaction
• Take phone calls, handle information requests and forward them to the right person
• Seize business opportunities and help increase sales through solicitation.

Sales and Service Agent

Advisor

• 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.
• Focus on discretionary management, mutual funds, exchange-traded funds, and structured products.
• Drive results to handle special information requests from clients and promote and sell specialized products and services.
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
• Support current and potential members and clients, represent the organization, and help negotiate agreements with clients.
• Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
• Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving.
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
• Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

Securities Advisor

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Assist members and clients who have specialized needs and advise them on specialized products and services to ensure their satisfaction
• Discuss organizational realities with external professionals
• Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
• Help achieve business development objectives by prospecting for, identifying and developing new business opportunities

Business Advisor

Insurance

• The Property and Casualty Insurance Advisor contributes to enhancing the experience of life events
• Preparing premium quotes and issuing insurance contracts
• Assessing the specific needs of each member and client
• Providing support in choosing the appropriate coverage
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed

Property and Casualty Insurance

• Assist in the development of comprehensive company/industry specific financial and operational models.
• Maintain and develop sector specific databases.
• Compile and evaluate industry information and research.
• Assist in generating company and industry research reports and comments.
• Provide analytical, quantitative and administrative support to the analyst as required.
• Assist with ad-hoc projects, presentations and assignments as needed.
• Liaise with sales, trading and other areas of the firm.
• Develop and maintain relationships with key personnel from companies under coverage.

• 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 member/client satisfaction
• Review client needs and compile and analyze data.
• Handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in your field

General Counsel

• Diagnose issues, challenges and needs to determine target outcomes.
• Help develop and implement objectives, solutions, policies, programs and action plans.
• Analyze data, conduct studies, make recommendations and write reports.

Legal and Regulatory Compliance Advisor

• Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
• Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
• Work with support services to resolve everyday operational issues in the branch or branches
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
• Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

Associate

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Help 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
• Advise and assist current and potential members and clients

Associate Wealth Management Advisor

• Prepare the necessary documentation for member and client meetings.
• Manage the advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed by the advisor(s).
• Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
• Take part in producing reports and statistics and preparing related documents.