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, Assigned Clientele

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

Compliance

• Serve as the senior compliance officer for the distribution of savings and investment products.
• Prepare reports and present them to the relevant bodies.
• Liaise with relevant Desjardins components.
• Manage activities related to operational risk, including risk and control self-assessment, the input of operational losses, the business continuity plan and information security.
• Monitor the internal control system.
• Ensure that supervisory controls are completed, and be responsible for execution quality.
• Complete certain supervisory controls.
• Help managers identify and implement corrective measures.
• Ensure that activities related to money laundering and terrorist financing legislation (PCMLTFA) are carried out.
• Comply with policies, practices and standards, as well as legislation governing the distribution of financial products and services.

Control, Risk and Compliance Analyst

• 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

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
• Formalize objectives, help identify value and model business processes
• 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

Business Analyst, Business Strategies

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 high complexity
• Formulate recommendations and draw up financial packages
• Serve as a resource person for financing files
• 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, Business

• Responsible for developing and maintaining lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions
• Work closely with a client base consisting of young people and individual members
• Drive results by recommending investments, loans and insurance products
• Serve as a financing expert advisor and resource person for the caisse
• Use expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Work with various partners and experts to design integrated strategies that meet the needs of members and clients.

• 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

• 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

Operations

• Design, develop and maintain LLMOps pipelines to roll out, monitor and update language models.
• Integrate models into Databricks environments while ensuring they comply with security and governance standards.
• Automate processes for fine-tuning, evaluating and monitoring LLMs (quality, bias and drift).
• Develop scripts and workflows to manage training data and prompts in the data lake.
• Implement versioning, traceability and compliance mechanisms for models and their artifacts.
• Work with data engineering and cybersecurity teams to ensure our AI solutions are resilient and protect confidential information.

LLMOps Advisor

• Provide technical support for projects, complex operational issues, and event logistics
• Carry out specialized technical studies, research and analysis
• Serve as resource person for the submission of solutions and action plans
• Help practitioners follow your unit’s standards and processes and use its business solutions, tools and systems
• Work with internal and external stakeholders, formulate and coordinate marketing calendar activities to promote products and services
• Support marketing budget planning and day to day tracking of marketing budget spend and collaborate with finance team to reconcile spend and forecast accruals
• Facilitate documentation to help internal teams understand and utilize marketing processes effectively
• Identify opportunities to streamline marketing operations through automation tools and improved workflows and processes
• Monitor industry trends and emerging technologies in marketing automation, data analytics, and customer engagement
• Completes return on investment scenarios, identifies successful campaigns, and supports business case analysis and showcase development

Marketing Advisor – Planning and Operations

• 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

Counselor

• Conseiller les membres et les clients sur les meilleures stratégies et travailler avec eux pour identifier les résultats escomptés
• Gérer les relations d'affaires, évaluer la satisfaction des membres/client et la qualité du service, faire un suivi et identifier les domaines d'amélioration
• Se tenir au courant de l'industrie des services financiers, des tendances du marché et des meilleures pratiques dans son domaine
• Participer à des activités de sensibilisation et représenter la caisse dans la communauté

Conseiller, Gestion de patrimoine

Administration

• Provide administrative support to Desjardins components
• Help administer specialized products and member/client accounts
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies, and programs
• Prepare recommendations, solutions, and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and knowledge
• Frequently interact with stakeholders working in other fields

Advisor, Product Administration

Actuary

• Develop innovative automation solutions for our actuarial indication processes
• Program statistical models as part of the automation of these processes
• Extract and transform databases to optimize data quality and efficiency
• Adapt existing automation solutions
• Plan and manage automation projects
• Contribute to overall rate level analyses, depending on your interests

Personal Finance Advisor, Assigned Clientele

Market Development Manager

Control, Risk and Compliance Analyst

Personal Finance Advisor

Business Analyst, Business Strategies

Financing Analyst, Business

Personal Finance Advisor

Financing Analyst, Business

Personal Finance Advisor

LLMOps Advisor

Marketing Advisor – Planning and Operations

Personal Finance Advisor

Conseiller, Gestion de patrimoine

Advisor, Product Administration

Actuarial Advisor, Overall Rate Level, OAW Auto