Desjardins

Advisor

• 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
• Analyze member/client needs and develop personalized solutions
• Establish an advisory relationship and advise clients on the best solutions and strategies
• Collect, compile and analyze data and prepare reports and recommendations
• Oversee portfolios and monitor customer satisfaction

Securities Advisor

Account Manager

• Initiate, develop and maintain personalized business relationships with current and potential clients
• Act as an account manager by serving as a key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with the products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume and sound risk management
• Use intelligence to identify opportunities for business development
• Execute various promotional activities as part of the centre's business operations
• Participate in targeted public relations activities and in the business community
• Adhere to all policies, practices and standards in effect

Account Manager, Commercial and Industrial

Business Analyst

• Validate document and contract consistency and compliance as well as compliance with conditions and guarantees.
• Prepare activity plans for BBO SSC to handle contract and guarantee preparation up until the time that guarantees are published and the loan is disbursed.
• Complete the disbursement roadmap.
• Finalize files by archiving and following up on missing files.

Post Grant Analyst, Business

Financial Planning and Analysis

• Advise members and clients on optimal financial strategies and work with them to identify expected outcomes.
• 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.
• Participate in outreach activities and represent the caisse (credit union) in the community.

Personal Financial 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

Personal Finance Advisor

Data Analyst

• Collect, process, analyze and use data from different channels
• Provide guidance and support to clients for analytics solution mandates
• Prepare recommendations, solutions, and action plans based on organization’s objectives
• Analyze and identify user needs and ensure operationalization through cross-sector coordination
• Build and develop complex reports using database management systems

Data Analyst, Valorization

Client Services Representative

• Handle client requests.
• Perform tasks and conduct research as needed, and recommend appropriate solutions.
• Assist colleagues with managing their calendars and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most out of their tools and channels based on their desired level of independence and automation.
• Identify business opportunities and participate in sales development initiatives.

Client Financial Services Agent

Agent

• Support members and clients by telling them about technological tools and applications
• Contribute to business development and maintain business relationships
• Assist members and clients who have encountered fraud or irregularities
• Stay on top of the latest standards, products and services in your field
• Adhere to compliance, security and risk management rules

Advisory Agent, Member and Client Experience

General Counsel

• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
• Interpret laws and regulations and issue legal opinions based on the facts, the law and the course of action
• Represent the organization in court
• Develop strategy, draft pleadings, prepare witnesses, deliver oral arguments and negotiate the best possible terms on complex and strategic matters
• Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Represent your unit before senior management committees and decision-making bodies

Senior Advisor, Legal Affairs

• Work closely with advisors to provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Address members’ and clients’ immediate needs by providing prompt solutions related to investments, financing, and protection
• Use interpersonal skills and clear communication to ensure member/client satisfaction
• Provide significant support for business development
• Assist members and clients by delivering excellent customer service
• Prepare proposals for routine transactions and recommend products and services based on client needs

Client Financial Services Representative

General

• Advise 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, diagnose and address major issues and make recommendations to decision-making bodies
• Monitor the industry to understand and anticipate trends in your field and make recommendations to develop best practices for the organization
• Represent your unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations.

Senior Advisor, Operational Efficiency

Business Development Rep

• Support your immediate supervisor by helping to develop business strategies in line with Desjardins' strategic priorities and the unit's challenges
• Ensure sound risk management for the Desjardins Business Centre
• Ensure the quality of services and business relationships with various partners
• Implement and monitor the action plan to achieve target results
• Ensure that the action plan is integrated with performance management plans from other sectors
• Establish management and communication practices that promote talent acquisition and management, team synergy, and change management, aligned with Desjardins' values
• Lead, coach, and motivate the team to develop skills, increase engagement, and empower employees
• Implement and develop a competitive, profitable service offering that incorporates partnerships with other units
• Ensure efficient processes and continuous improvement to enhance profitability
• Promote the Desjardins brand and strengthen the organization's roots in the community
• Uphold Desjardins' cooperative values.

Manager, Business Development Support

Actuary

• Contribute to the production of rate indications for both auto and property & liability products nationally
• Review the current process for rate indications, identify areas of improvements and find innovative solutions to make it more sophisticated and efficient
• Develop and recommend rate adjustment strategies
• Work closely with external and internal stakeholders to socialize profitability outlook and rate-level proposals
• Support project planning, development, execution and coordination

Senior Actuarial Advisor – Rate Level, Commercial Lines National Ratemaking

• Advise members and clients on the most suitable strategies and work with them to identify expected outcomes.
• 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

• Support members and clients by advising on banking transactions
• Promote Desjardins products and services
• Assist members encountering fraud or irregularities
• Contribute to business development and maintain client relationships