Desjardins

Financial Planning and Analysis

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer investment, financing and insurance products
• Manage business relationships and assess member/client satisfaction
• Identify areas for improvement based on follow-up

Investment and Financing Advisor

• Developing and maintaining lasting and trusting business relationships with members and clients
• Listening to members’ and clients’ needs, offering them advice that fits their financial situation
• Helping clients choose appropriate solutions to meet their financial goals
• Providing financing solutions for affluent individuals and businesses
• Recommending loans and insurance products
• Acting as a financing expert advisor and resource person
• Ensuring cross-sector strategies are applied to financing
• Authorizing credit in accordance with established rules
• Balancing member/client satisfaction, business objectives, profitability and sound risk management
• Working with various partners and experts to design integrated strategies that meet the needs of members and clients

Personal Finance Advisor, Assigned Clientele

Risk

• Preparing and coordinating analyses, presentations, and executive summaries for senior management and decision-making bodies;
• Acting as a subject-matter expert and leader within your field of practice by advising and supporting teams in the positioning, planning, execution, and monitoring of strategic mandates;
• Contributing to the development, evolution, and implementation of policies, standards, models, and programs that support strategic projects and mandates;
• Monitoring regulatory developments in Ontario, assessing their impacts, and supporting management in maintaining sustainable relationships with regulatory authorities and ensuring compliance with requirements;
• Working with various FCDQ units to ensure proper consideration of CDO-specific requirements and alignment of interventions;
• Participating in the planning and management of unit priorities, including work organization, resource allocation, coordination of deliverables, and the efficient use of practices and tools, in alignment with Desjardins Group’s cooperative values.

Advisor, Governance and Strategic Directions

• Help prepare, analyze, disclose and monitor financial statements
• Lead development projects and strategic initiatives that are complex and innovative
• Advise clients and partners on strategic projects involving financial, regulatory, tax and accounting reporting
• Develop and update policies and standards to support strategic projects
• Identify and analyze major issues; make recommendations
• Prepare reports and documents; implement and monitor quality control measures
• Represent Desjardins’s position in agreements with external partners

Senior Advisor, Financial Disclosure

• 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

Underwriter

• Work independently and as part of a team
• Manage risk selection, plan design and pricing decisions for large complex quotes and new cases
• Manage a portfolio of major groups with high degree of complexity
• Clearly document rationale and final decisions for all quotes and renewals
• Apply and adapt underwriting methodologies / technical analysis for large complex cases
• Strategize with sales to acquire new business
• Provide consulting advice, guidance and training to less experienced underwriters
• Review / approve work (as needed) of more junior staff and provide constructive feedback
• Participate in and complete special tasks / projects as assigned

Group Insurance Underwriting Advisor – Major Groups

Financial Crime

• Help design, institute and coordinate the compliance framework and enforce related rules
• Ensure compliance with anti-money laundering standards
• Advise and assist clients and partners as part of intervention and development initiatives
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on the organization’s objectives and priorities
• 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

Financial Crime Prevention Advisor

• Develop and maintain long-term business relationships with members and clients
• Advise members and clients on optimal financial strategies
• Manage business relationships, assess member/client satisfaction, and follow up
• Stay current on the financial services industry and market trends
• Participate in outreach activities and represent the credit union in the community

• Prepare documents for meetings with members and customers
• Update members' financial statements and profiles in the database
• Process instructions using provided tools
• Input, validate and save activities and transactions
• Finalize files following meetings with members and customers
• Process files as well as certain reports
• Carry out filing and document management activities
• Contact members and customers to follow up on missing documents
• Ensure that files are complete and compliant in a timely fashion
• Maintain the security of transactions and operations

Financial Services Agent, Operations

Software Engineer

• Participate in IT efficiency and quality by analyzing, designing, configuring, developing, maintaining and upgrading software products
• Analyze client and partner requirements and recommend technological or software solutions
• Plan, prioritize and coordinate work to meet objectives
• Analyze and develop software products (design, code, automate and run tests)
• Establish and draft development methods and design patterns, procedures and IT choices
• Lead documentation writing teams for training preparations
• Actively look for system optimization opportunities
• Analyze, diagnose, follow up on and resolve highly complex operational and conceptual problems during major incidents
• Represent teams in dealings with executive management, partners and outside organizations

Programmer Analyst, System and Infrastructure Operations, Maintenance and Development

• Develop complex execution strategies, analyze, design and document business products and solutions
• Analyze and develop software products (design, code, automate and run tests), while applying development, data and security best practices
• Write procedures, guidelines and development methods. Help develop documentation that is prepared and delivered for training purposes to peers and users
• Cocreate with business partners and architects to standardize solutions accordingly
• Actively look for system optimization opportunities while taking into consideration possible impacts.
• Analyze, diagnose, follow up on and resolve highly complex operational and conceptual problems during major incidents
• Lead software package installations and testing as well as inhouse application deployment

Programmer Analyst – System and Infrastructure Operations, Maintenance, Development

Account Manager

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Help sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices
• Develop and maintain business relationships with individuals, businesses, associations and groups
• Drive results by actively helping your unit achieve its sales and business development objectives
• Work with clients with specific needs
• Advise and assist members and clients
• Represent Desjardins and enter the organization into agreements with clients
• Establish and negotiate product and service terms in accordance with current standards and procedures
• Help set sales objectives and develop action plans based on the business plan
• Create the right conditions to meet targets
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Monitor the industry to identify business development opportunities
• Take an active role in public relations activities and maintain a presence in the business community

Account Manager, Business

• Manage financial accounts by producing reports, performing audits, and analyzing risks
• Help plan and review budget processes
• Manage and control the organization’s accounting systems
• Assist with product pricing and financial market transactions
• Advise and assist clients and partners, and recommend solutions

Advisor, General Finance and Accounting

Content Writer

• Provide technical support to help draft insurance contracts and documents and administer agreements
• Prepare standard group contracts, brochures and amendments
• Draft insurance contracts based on the insurance application
• Keep track of deadlines to meet production deadlines
• Make sure that the documents created meet the client's expectations
• Complete various administrative tasks (prepare PDF texts and post materials on company portals)
• Update and follow up on files

Contract Writing Technician

• Help manage financial accounts in accordance with the organization’s objectives by producing reports
• Perform audits, inspections and financial simulations
• Analyze risks, profits and losses
• Plan and review budget processes
• Manage and control the organization’s accounting systems by gathering, processing and recording financial data
• Assist with product and service pricing and financial engineering
• Provide technical support for projects and operational issues
• Conduct technical studies, research and analysis

Investment and Financing Advisor

Personal Finance Advisor, Assigned Clientele

Advisor, Governance and Strategic Directions

Senior Advisor, Financial Disclosure

Personal Finance Advisor

Group Insurance Underwriting Advisor – Major Groups

Financial Crime Prevention Advisor

Personal Finance Advisor

Financial Services Agent, Operations

Programmer Analyst, System and Infrastructure Operations, Maintenance and Development

Programmer Analyst – System and Infrastructure Operations, Maintenance, Development

Account Manager, Business

Advisor, General Finance and Accounting

Contract Writing Technician

General Finance and Accounting Technician