Desjardins

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

Advisor

• 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

• 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

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.

Account Manager

• Initiate, develop and maintain personalized business relationships with current and potential clients
• Act as an account manager by serving as a key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with the products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions for achieving objectives by the business centre
• Execute various promotional activities as part of the centre's business operations
• Participate in targeted public relations activities and participate actively in the business community
• Provide sound and prudent risk management for all portfolios under their responsibility

Account Manager – Commercial and Industrial

Insurance

• Conduct investigations and inspections to assess damage, estimate costs and market value, and produce and review reports and other documents to determine settlement amounts
• Analyze medical, financial and job information and determine eligibility for benefits based on statutory criteria
• Settle claims in accordance with the organization’s standards, policies and quality commitments as well as the contract terms
• Meet deadlines to ensure client satisfaction and avoid penalties
• Negotiate with all parties involved to ensure smooth claims processing.

Claims Advisor, P&C Insurance

• Analyze and authorize exceptions and verifications of financing applications
• Communicate any changes to financing standards and practices
• Participate in the integration of risk management deliverables
• Collaborate in risk quality performance management
• Propose improvements for risk management

Credit Authorization Advisor – Business

Procurement

• Contribute to contractual agreements with partners for goods and services acquisition or leasing
• Procure products required for operations by planning and coordinating with suppliers
• May be responsible for sub-specialties, such as strategic procurement, asset management, etc.
• Lead development projects and complex strategic initiatives
• Analyze needs and develop strategies/action plans
• Represent Desjardins before decision-making bodies regarding major agreements with suppliers

Team Leader – Management Support, Expertise Support

Field Marketing Advisor

Client Financial Services Agent

Securities Advisor

Azure Data Lake Infrastructure Advisor

Senior Advisor, Business Strategies

Advisor, Actuarial Analysis and Statistics

Senior Advisor, Actuarial Analysis and Statistics

Wealth Management Advisor

Business Analyst, Business Strategies

Wealth Management Advisor

Account Manager – Commercial and Industrial

Claims Advisor, P&C Insurance

Credit Authorization Advisor – Business

Senior Strategic IT Procurement Advisor