Desjardins

Financial Planning and Analysis

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing and insurance products
• 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

Investment and Financing Advisor

Insurance

• Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Develop business partnerships to generate referrals

P&C Insurance Agent

Learning and Development

• Advise your 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 and diagnose major issues and make recommendations to decision-making bodies
• 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, Organizational Development

Operations

• Provide administrative and operational support to the organization
• Maximize operational profitability and productivity by adapting procedures and equipment
• Provide technical support for projects and operational issues
• Conduct technical studies, research and analysis and serve as resource person for the submission of solutions and action plans
• Roll out and maintain software and manual and automated processes
• Train users
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Support your unit’s continuous improvement

Office Operations Technician

Compliance

• Help managers apply and carry out internal control, risk and compliance activities
• Assist with operational analysis, oversight and prevention
• Analyze issues and situations
• Support the professionals in your unit
• Prepare reports and present them to relevant bodies
• Manage activities related to operational risk
• Monitor the internal control system
• Ensure supervisory controls are completed
• Help managers identify and implement corrective measures
• Ensure compliance with money laundering and terrorist financing legislation

Control, Risk and Compliance Analyst

Legal Assistant

• Assist counsel with managing litigation files throughout the entire legal process
• Draft and edit pleadings, correspondence, and other legal documents
• Manage calendars and perform general administrative tasks
• Handle incoming client calls, including screening and directing inquiries
• Prepare court briefs and documentation for trials and arbitration hearings
• Perform electronic filing and document processing
• Provide confidential administrative support to legal counsel
• Ensure a high standard of client service and contribute to the delivery of superior legal support

• 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

Personal Finance Advisor

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

Financial Services Agent, Clientele

• 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 credit union in the community

• 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

Data Scientist

• Ensure that modelling processes make appropriate use of available data based on characterization, quality and processing as part of strategic initiatives
• Ensure that predictive modelling is carried out according to the required standards and that Desjardins Group’s quality criteria are met through the validation process
• Analyze the business needs behind the model and confirm the model’s suitability through validation
• Ensure that the programming required to prepare and mine data, and to develop, evaluate, support, roll out and manage highly conceptually complex and innovative models meets the required standards
• Use advanced and innovative statistical, machine learning and artificial intelligence methods to test the methodologies proposed by the first line of defence
• Help draft guidelines and methods and shape methodological and technological choices
• Advise and train teams on quantitative model validation methods and update them to improve delivery speed
• Identify opportunities to optimize rules and systems, anticipate underlying impacts of changes and help develop data management and modelling support tools
• Represent teams with various internal interested parties
• Monitor the industry to understand and anticipate trends in your field of expertise in model validation, with a view to developing and updating practices that are contextually appropriate for the organization
• Ensure alignment with relevant regulatory expectations for property and casualty (P&C) insurance

Data Scientist, Model Validation

• 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

Product Manager

• Design, implement and manage a line of high-performing products
• Develop, price, improve, implement and promote products based on needs
• Lead and influence specialists and stakeholders on development projects
• Make recommendations on strategic initiatives
• Monitor competition and market developments, establish strategies
• Provide leadership in defining product's directions and optimize offers
• Ensure product line compliance with laws and regulations

Product Leader

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide service tailored to client needs in accordance with current strategies and practices
• Lead and influence clients and practitioners on sales and service development projects
• Boost the organization’s development and profitability while retaining clients and stakeholders
• Analyze extremely complex problems and develop and implement personalized solutions

Senior Advisor, Financial Planning

• The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities.
• Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan).
• Direct and assist members and clients in using the above.
• Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
• As needed, contact members and clients to confirm planned transactions.
• Make courtesy calls upon request by the account managers.
• Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
• Contribute to business development by participating in a variety of solicitation activities.
• Use contacts with members and clients to build strong business relationships.
• Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
• 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.

Investment and Financing Advisor

P&C Insurance Agent

Senior Advisor, Organizational Development

Office Operations Technician

Control, Risk and Compliance Analyst

Legal Assistant

Personal Finance Advisor

Financial Services Agent, Clientele

Personal Finance Advisor

Personal Finance Advisor

Data Scientist, Model Validation

Office Operations Agent

Product Leader

Senior Advisor, Financial Planning

Client Financial Services Agent