Desjardins

General

• Support the general manager and caisse managers in managing and monitoring their schedules, phone calls, emails and mail.
• Coordinate the delivery of various files to the Management Committee, Board of Directors, Board of Supervision, Board of Ethics and other committees.
• Prepare for and attend various meetings, including those of the Management Committee and the Board of Directors.
• Take minutes and follow up with any business that arises.
• Participate in organizing logistics for various events (e.g. team meetings, committees, general meetings, training courses, telephone conferences, travel, public relations activities).
• Provide support in coordinating internal caisse communications (e.g. employee meetings, annual general meetings, special meetings).
• Perform various internal management administrative tasks (e.g. tracking sales, maintaining the scorecard, monitoring expense accounts, managing inventory and equipment, conducting performance evaluations).
• Manage documents and update records related to various sectors (e.g. filing, purging and storage) in accordance with current practices and regulations.
• Perform various secretarial duties including drafting, formatting, updating, creating and revising the language of information documents generated by various sectors.
• Support the general manager and managers in retrieving information, carrying out business processes and using information systems.

General Management Assistant

Business Analyst

• 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 – Business

Actuary

• Oversee 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
• Coach team members and participate in their career development discussions
• Contribute and assist in team planning as well as strategic planning on team’s short-term and long-term vision

Actuarial Team Lead

Procurement

• Help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services
• Advise and assist clients and partners on important development projects and initiatives
• Propose solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Solve complex problems requiring comprehensive analysis and knowledge of your line of business
• Frequently interact with stakeholders working in other fields
• Liaise with external partners and providers and help establish business relationships and partnerships
• Analyze and identify client needs
• Diagnose issues and challenges to determine target outcomes
• Perform specialized analysis, conduct studies, write reports and make recommendations
• Carry out operational follow-up and monitoring, including monitoring of external provider performance
• Help develop, enforce, update and improve the policies, processes, standards and models that support your unit’s projects and initiatives
• Evaluate results, benefits and service quality
• Issue and implement cost-cutting and performance improvement recommendations
• Represent your unit before committees

Advisor, Procurement and Purchasing

Analyst

• Identify, input, analyze and interpret data to inform management decision-making
• Make recommendations and analyze risks and write reports
• Prepare recommendations and provide advice on how to implement them
• Help prepare and propose action plans to address issues
• Develop and write methods and processes

Litigation Analyst

• Help review claims and establish guidelines for the claims settlement process
• Provide technical support for contract enforcement
• Help claims advisors develop their technical skills
• Analyze and approve claims settlements
• Conduct research and serve as resource person, proposing solutions to conflicts and situations outside the claims advisor’s scope of authority
• Revise independent adjuster claims

Claims Technician

Client Services Representative

• Handle client requests.
• Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agenda 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 of their tools and channels based on how much independence and automation they want.
• Seize business opportunities and participate in sales development initiatives.

Client Financial Services Agent

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of the immediate needs of members and clients by offering simple and rapid solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Provide substantial business development support
• Prepare proposals for routine transactions
• Assist in selling products and services based on members’ and clients’ needs
• Tailor your approach to each member’s and client’s needs

• 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.

Wealth Management Advisor

• Handle groups greater than 50 employees
• Support assigned clients in terms of managing and administrating group insurance plans
• Establish and maintain client relationships by identifying current or potential needs and promoting client retention
• Advise various partners, stakeholders or clients with regards to the products, services or solutions offered and ensure their satisfaction
• Analyze and respond to clients needs, process requests and ensure required follow ups
• Collect, organize and analyze information when adding or modifying plans
• Present to clients and attend client meetings

Group Service Representative

Operations

• Develop complex execution strategies
• Analyze, design, and document business products and solutions
• Analyze and develop software products (design, code, automate and run tests)
• Write procedures, guidelines, and development methods
• Help develop documentation for training purposes
• Actively look for system optimization opportunities
• Analyze and resolve highly complex operational and conceptual problems during major incidents
• Lead software package installations and testing as well as in-house application deployment

Cloud FinOps Specialist

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

Financial Planning and Analysis

• 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

General Management Assistant

Financing Analyst – Business

Actuarial Team Lead

Advisor, Procurement and Purchasing

Litigation Analyst

Claims Technician

Client Financial Services Agent

Client Financial Services Agent

Wealth Management Advisor

Group Service Representative

Cloud FinOps Specialist

Market Development Manager

Client Financial Services Agent

Financing Analyst – Business

Office Operations Agent