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

Advisor

• Developing and maintaining lasting and trusting business relationships with members and clients
• Advising members and clients on the best strategies and determining target outcomes
• Managing business relationships, assessing member/client satisfaction and service quality, following up and identifying areas for improvement
• Preparing comprehensive financial plans, targeted investment and financing strategies and insurance offers for clients
• Promoting digital solutions and helping members and clients start using them
• Conducting onsite visits of the businesses served

Wealth Management Advisor

Assistant

• Support the general manager and all managers of a large caisse in carrying out various administrative support and secretarial tasks.
• Manage and follow up on the general manager's schedule, phone calls, emails, and mail, based on established priorities.
• Process a variety of requests according to general instructions.
• Consult, consolidate, and assemble documents of a strategic nature.
• Establish priorities and make the recommendations required for delivering these documents.
• 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 general management (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 for the general manager.
• Support the general manager in retrieving information, carrying out business processes and using information systems.

General Management Assistant

• 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

Team Leader

• Support team management and coordinate unit’s activities, action plans, and initiatives
• Coach and guide a team of experienced professionals, assign tasks and monitor progress
• Support talent development and employee engagement in a motivating work environment
• Make recommendations on the planning and execution of complex projects and initiatives
• Interact with stakeholders across various fields
• Develop business positions and influence senior management

Team Leader – Management Support, Expertise Support

Marketing

• Act as a trusted marketing advisor to distribution partners, helping them identify growth opportunities and build annual marketing plans.
• Review business performance and marketing results using dashboards and key metrics.
• Develop and recommend local marketing strategies aligned with business objectives.
• Facilitate regular follow up meetings to monitor progress, identify opportunities, and adjust plans as needed.
• Collaborate with internal stakeholders across Marketing, Sales, and Distribution to coordinate initiatives and share best practices.
• Support the execution and adoption of national and regional marketing programs.
• Provide insights on market trends, customer needs, and competitive activity.

Field Marketing Advisor

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

• Prepare the necessary documentation for member and client meetings
• Manage the advisors’ calendars and voicemail
• Complete account openings, forms and securities transactions as directed by the advisor(s)
• Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs
• Take part in producing reports and statistics and preparing related documents

Securities Advisor

• Serve as an expert in managing our department’s Azure environments, including defining and implementing requirements and operational monitoring.
• Help improve and optimize standards and policies to ensure we’re always ahead of market requirements and standards.
• Prepare recommendations and action plans based on the organization’s objectives and priorities.
• Help solve complex problems using your analytical skills and detailed knowledge of cloud infrastructure.
• Demonstrate sound interpersonal savvy to interact with key players working in other fields.
• Serve as an operations and service support specialist essential to the data lake infrastructure for various stakeholders.
• Ensure the support and improvements needed to keep the infrastructure running smoothly.
• Monitor the industry to understand and anticipate trends in your field and make appropriate recommendations.

Azure Data Lake Infrastructure Advisor

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets and identify opportunities to improve service delivery
• Design and deliver business strategies and solutions
• Lead and influence development projects and complex strategic initiatives
• Serve as expert advisor and subject matter expert for senior management

Senior Advisor, Business Strategies

Actuary

• Diagnose actuarial analysis issues, challenges and needs to determine target outcomes
• Develop statistical models using a variety of techniques and tools tailored to your business needs
• Develop and help implement objectives, solutions and action plans
• Analyse data, conduct studies, make recommendations and write reports.

Advisor, Actuarial Analysis and Statistics

• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, and programs to support strategic projects
• Identify, analyze, diagnose, and resolve major issues and provide recommendations
• Represent the unit to senior management and negotiate agreements with external partners

Senior Advisor, Actuarial Analysis and Statistics

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 for the organization 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

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
• Recommend strategies and solutions to the senior advisor when developing plans.
• Monitor market movements and trends likely to influence members’ and clients’ investments.
• Take part in a range of promotional activities including speaking events, information sessions and other special events.