Desjardins

Financial Planning and Analysis

• 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

Analyst

• Contribute to analysis, guidance and prevention with regard to risk management operations and activities.
• Perform financial analysis of files for the non-retail client segment of moderate complexity, formulate recommendations and draw up financing packages.
• Serve as a resource person for financing files.
• Work closely with colleagues and partners involved in financing files.
• Draw on your in-depth knowledge of the business area and your ability to manage complex situations.
• 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.

Financing Analyst

Risk

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Carry out projects and initiatives related to your line of work
• Advise and assist practitioners and the organization’s units regarding your line of work

Risk Management Advisor

Project Manager

• Monitor project scopes, budgets and timelines in order to produce reports
• Anticipate, identify and analyze trends and discrepancies and suggest solutions to help the team meet their performance indicators
• Assist the team with risk, issue and document management
• Ensure project management best practices are followed
• Help the team update the timeline by keeping track of milestones and key dates for squads and contributors
• Monitor and analyze the plan, make resource capacity recommendations and update the project plan
• Monitor the timing of milestones and key dates for squads and contributors

Project Control Officer, Project Management

Scrum Master

• Act as the Agile process leader
• Help the Scrum team implement and use the Agile approach for major projects
• Ensure that the Scrum team is functional, productive and well organized
• Ensure efficient use of the Agile approach and tools, as well as compliance with Agile values
• Establish and monitor performance indicators
• Ensure transparency on the status of work progress
• Deal with and follow up on problems raised by the team
• Ensure the consistency of sprint backlog tasks with the commitments undertaken on the functionality of the product log
• Help the product owner maximize return on investment, meet objectives and manage the product backlog
• Ensure quality control of the product log and meetings (sprint planning meeting, maintenance and product backlog estimation sessions, and sprint review)

Scrum Master – Project Management

Public Relations

• Help maintain the organization’s image and promote policies and programs for external audiences through public relations, media relations, lobbying and institutional affairs.
• Handle complaints to improve strained relationships with members/clients and protect the organization’s reputation and brand image.
• Advise and assist clients and partners as part of complaint resolution interventions.
• Support the more experienced professionals in your unit and actively help institute tools for your line of work.
• Develop recommendations, solutions and action plans based on the organization’s objectives and priorities.
• Conduct research and preliminary analysis and develop initial outlines of tools and processes.
• Solve problems using analytical skills and extensive knowledge of the line of business.
• Interact with stakeholders working in other fields.

Public Affairs and Public Relations Advisor

• Develop and maintain lasting and trusting business relationships with members and clients
• Advise members and clients on optimal strategies and collaborate 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 credit union in the community

• Identify, input, analyze and interpret data to inform management decision-making and monitor the application of management policies and practices.
• Make recommendations
• Analyze risks, prepare reports, propose solutions and recommendations, and provide advice on how to implement recommendations.
• Prepare and propose action plans to address issues in accordance with rules and parameters.
• Help develop, implement and update policies, practices and standards.

Analyst, Capital Markets and Treasury

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.
• Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration).
• Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements.
• Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required.
• Process files and reports as needed (e.g., loan and guarantee follow-ups).
• Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect.
• Contact members and clients as needed to follow up on missing documents or documents requiring signatures.
• 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, Operations

• Identify, input, analyze and interpret data to inform management decision-making and monitor the application of management policies and practices
• Make recommendations
• Analyze risks, prepare reports, propose solutions and recommendations, and provide advice on how to implement recommendations
• Prepare and propose action plans to address issues in accordance with rules and parameters
• Help develop, implement and update policies, practices and standards

Operations

• Ensure the completion of the unit's administrative business processes
• Perform analysis
• Produce or revise reports and statistics
• Carry out various administrative, operational and quality controls
• Take corrective measures and carry out the required follow-ups
• Provide support to users in the efficient use of tools and systems
• Perform various administrative tasks related to data entry, extraction, processing, compilation and coding
• Provide various information related to policies, programs and processes in your field
• Prepare or revise presentations and other related documents

Office Operations Agent

Manager

• Support your direct manager in developing business strategies
• Ensure the quality of services and strength of business relationships
• Implement and monitor action plans to achieve target results
• Establish management and communication practices that support talent acquisition and retention
• Lead, coach and motivate your team to develop skills, increase engagement and empower employees
• Develop and implement a competitive, profitable service offering for your sector
• Ensure operational efficiency and continuous process improvement
• Promote the Desjardins brand and deepen the organization’s ties to the community

Market Development Manager

Content Marketing Manager

• Play a key role in the go-to-market strategy for Desjardins structured products
• Manage email and digital marketing campaigns: content writing and integration in Eloqua, B2B campaign segmentation and automation
• Ensure data quality between the CRM and Eloqua to generate qualified leads
• Produce reports and analyses on campaign performance and maturities tracking
• Collaborate with internal and external stakeholders
• Distribute content: client templates, financial documents, website publishing and updates on Fd.com
• Contribute to marketing initiatives: presentations, visual assets, content review and optimization
• Optimize and automate processes as part of a continuous improvement approach

Content Integration Specialist

Data Scientist

• Data valorization
• Work collaboratively in a hybrid team environment
• Engage with stakeholders to leverage data insights

Data Scientist, Data Valorization

Data Analyst

• Participate in the development and maintenance of quantitative models (e.g., equity derivative valuation)
• Develop, maintain, and enhance derivative pricing tools used in structuring
• Be responsible for creating and managing baskets of underlying securities for structured products
• Work closely with traders, product managers, sales teams, treasury, and operational functions to design analytical tools for transaction valuation
• Contribute to ideation and design of new financial products
• Ensure secondary market management for structured products
• Participate in documentation, testing, and validation of developed tools

Personal Finance Advisor

Financing Analyst

Risk Management Advisor

Project Control Officer, Project Management

Scrum Master – Project Management

Public Affairs and Public Relations Advisor

Personal Finance Advisor

Analyst, Capital Markets and Treasury

Financial Services Agent, Operations

Analyst, Capital Markets and Treasury

Office Operations Agent

Market Development Manager

Content Integration Specialist

Data Scientist, Data Valorization

Senior Quantitative Analyst, Structured Products