Desjardins

Facilities Coordinator

• Coordinate and track capital projects, office renovations, tenant improvements, and building initiatives in the Aurora office while providing project support for other locations as required
• Assist in developing and maintaining project schedules, tracking progress, monitoring milestones, resolving issues, and ensuring project deliverables are completed efficiently and effectively
• Coordinate activities between internal stakeholders and external partners, including engineers, architects, contractors, HVAC specialists, building system consultants, and vendors to support successful project execution
• Support procurement activities by assisting with the preparation, issuance, administration, and evaluation of Requests for Proposals (RFPs), as well as vendor communications and onboarding
• Provide coordination support for construction projects, tenant improvements, and base building renovations, including site coordination, contractor scheduling, and issue tracking throughout project execution
• Assist in the planning and implementation of energy-efficiency, sustainability, and building decarbonization initiatives, while tracking project performance, key milestones, and related documentation
• Provide coordination support during building incidents and emergency situations, including assisting with communications, response activities, and the maintenance of emergency preparedness plans and documentation
• Maintain organized project records, including contracts, drawings, permits, inspection reports, and consultant deliverables, while tracking regulatory requirements and supporting compliance with applicable standards, policies, and building regulations.

Real Estate and Facilities Coordinator

General

• Provide technical support for projects and complex operational issues related to property and casualty insurance underwriting.
• Develop underwriting solutions in accordance with current standards and each file’s unique circumstances.
• Serve as resource person for the application of underwriting rules.
• Help employees develop their technical skills.
• Carry out specialized technical studies, research and analysis related to property and casualty insurance underwriting.
• Submit solutions and action plans.
• Help practitioners follow your unit’s standards and processes and use its business solutions, tools and systems.

Personal Lines Automobile Underwriter

Client Services Representative

• Provide personalized member and client service and support to clients with complex needs.
• Be attentive to members' and clients' needs and propose tailored, effective solutions that meet their expectations.
• Identify business opportunities and offer personalized advice to support optimal business development.
• Collaborate with the advisor to manage member and client files: open accounts, prepare meetings, and follow up on member and client requests.
• Ensure the execution of all member and client banking account operations.
• Proactively inform members and clients about our digital solutions and enable them to interact with Desjardins using their preferred channel.
• Assist with managing the advisor's schedule and emails.
• Develop and maintain strong knowledge of Desjardins products and services as well as competitors' offerings.

Client Financial Services Agent – Signature Service

Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, offer them advice that fits their financial situation
• Help clients choose appropriate solutions to meet their financial goals
• 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, and profitability
• Work with various partners and experts to design integrated strategies that meet the needs of members and clients

Personal Finance Advisor

Advisor

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide customer service and help sell specialized products and services
• Actively help develop and maintain business relationships with clients
• Drive results by reviewing complex information requests
• Analyze member/client needs and develop personalized solutions
• Advise and assist current and potential members and clients

Business Advisor

• Help serve, solicit and develop personalized business relationships with mass-affluent and high-net-worth members
• Develop personalized strategies and offer banking products and services
• Serve as a debt management and financing expert advisor
• Provide advice on savings, investments, and everyday financial transactions
• Work closely with the wealth manager and business centre manager

Specialized Financing and Banking Solutions Advisor

• Serve and develop and maintain business relationships with members and clients
• Sell business products and services based on member/client needs and current strategies and practices
• Analyze member/client needs and develop and implement personalized solutions
• Help negotiate agreements with practitioners
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Architect

• Support two rapidly transforming executive divisions: LHI and WM
• Implement business strategies and develop business solutions for cross-sector initiatives
• Lead, influence and collaborate with practitioners on strategic transformation initiatives
• Make recommendations on the transformation and execution of complex projects
• Analyze and monitor coordination, dependencies, prerequisites and scopes
• Establish and maintain the roadmap for business lines

Senior Business Architecture Advisor

Analyst

• Assist with credit authorization, research, analysis and development to recommend implementation strategies and priorities for credit risk management best practices
• Analyze and help diagnose issues, provide opinions in accordance with your discipline’s rules, and help develop recommendations and implementation plans
• Develop tools, methods and processes
• Interact with stakeholders working in other fields
• Provide discipline-specific support to your unit, clients and partners
• Identify, input, analyze and interpret data to support management decision-making and credit risk control processes
• Make recommendations, analyze risks and write reports
• Prepare recommendations and provide advice on how to implement them
• Help prepare and propose action plans to address issues in accordance with rules and parameters

Credit Risk Analyst

Project Manager

• Advise clients and partners on positioning, planning, developing, executing and monitoring strategic projects and initiatives
• Develop and update policies, standards, models and programs for strategic projects and initiatives
• Identify, analyze, and diagnose major issues and make recommendations
• Represent the unit before senior management and negotiate on behalf of Desjardins with external partners

Senior Advisor, Project Management

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

Property and Casualty Insurance Advisor

Operations

• Support IT efficiency
• Design, configure, administer, maintain, upgrade and test the quality of business solutions, computer networks
• Analyze and diagnose complex issues related to IT deliveries, rollouts, infrastructure operations, controls and quality assurance
• Provide opinions in accordance with your discipline's rules and recommend solutions to improve and optimize standards, policies and programs
• Propose implementation plans
• Help establish and implement a quality assurance strategy
• Coordinate the planning, design and execution of projects and initiatives
• Solve complex problems using analytical skills

System and Infrastructure Operations Analyst – Maintenance and Development

Marketing

• Provide technical, logistical and operational support to projects
• Coordinate suppliers, equipment, field logistics and deployed teams
• Research experiential design suppliers and trends to support technical choices
• Support schedule planning; book and coordinate suppliers, locations and equipment
• Monitor production (setting, materials) and organize all event logistics
• Supervise setup and teardown by production partners and activation launches
• Manage contests and prospects; recruit, train and coordinate field teams and ambassadors
• Ensure brand compliance and client experience; collect field data and contribute to event post-mortems

Experiential Marketing Technician

• Design IT solutions to meet the business needs of large-scale projects or programs
• Ensure consistency with the organization’s structure and future needs
• Lead and influence business partners on innovative, complex strategic initiatives related to solution architecture
• Make recommendations on IT development and implementation strategies
• Produce specialized deliverables as part of projects or initiatives with high complexity
• Advise business partners to help them plan, develop, execute and monitor strategic initiatives
• Organize and manage work to provide guidance on specific technical subjects
• Identify and analyze potential IT solutions and issues
• Represent your unit before senior management committees and negotiating agreements with external partners

Senior Advisor, IT Architecture

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on products, services and solutions and ensure their satisfaction
• Analyze and meet client needs, handle requests and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Stay on top of the latest standards, products and services in your field

Real Estate and Facilities Coordinator

Personal Lines Automobile Underwriter

Client Financial Services Agent – Signature Service

Personal Finance Advisor

Business Advisor

Specialized Financing and Banking Solutions Advisor

Business Advisor

Senior Business Architecture Advisor

Credit Risk Analyst

Senior Advisor, Project Management

Property and Casualty Insurance Advisor

System and Infrastructure Operations Analyst – Maintenance and Development

Experiential Marketing Technician

Senior Advisor, IT Architecture

Personal Advisor