Desjardins

Client Services Representative

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Provide significant business development support
• Assist members and clients, providing excellent customer service
• Create offers for routine transactions, and help sell products and services based on the needs of members and clients
• Tailor approach based on members’ and clients’ needs
• 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

• Diagnose development teams' issues, challenges and needs on medium- to high-complexity correction requests, IT services and the rollout and post-rollout phases to determine target outcomes.
• Develop and implement objectives, processes, methods, development tools, solutions and action plans.
• Coordinate the delivery of IT solutions.
• Analyze data.
• Conduct studies.
• Make recommendations.
• Write reports.
• Serve as an IT resource person for the business sectors we serve.
• Handle major incidents when required, determine business impacts and coordinate activities with business representatives.
• Document all IT services and applications.
• Provide support to the business sector on strategic, operational and project initiatives.
• Help report and monitor the sector's performance and stability indicators.
• Represent the business sector on projects, initiatives and IT calls.
• Help management define a culture of stability and promote it to IT officers and business sectors.

IT Business Relationship Advisor

Security Engineer

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Establish and maintain good relationships with referral sources
• Help target and analyze potential member/client files
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals
• Monitor the industry to identify business development opportunities and stay on top of new products and trends

Financial Security Advisor, Life and Health Insurance

• 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

Insurance

• Lead the onboarding of major and complex Group Business Insurance clients for Desjardins.
• Manage high-value, large market cases that require advanced coordination, precision, and collaboration across multiple teams.
• Work closely with Account Executives and attend strategic meetings with the Regional Vice President (RVP) to align implementation plans with business goals.
• Navigate complex requirements, customize solutions, and ensure all aspects of the onboarding process are executed flawlessly.
• Serve as the lead point of contact for clients during the onboarding of large and complex group business insurance plans for Desjardins.
• Manage end-to-end implementation for high-value clients, ensuring strategic alignment and operational excellence.
• Collaborate with Account Executives, internal departments, and senior leadership, including the RVP, to support business development and client retention.
• Attend strategic meetings to represent implementation interests and contribute to planning and decision-making.
• Analyze complex client requirements and develop tailored solutions that meet both client needs and Desjardins standards.
• Coordinate cross-functional teams and ensure timely execution of all implementation steps.
• Travel across Canada on short notice to support client onboarding, relationship-building, and strategic initiatives.

Senior Implementation Coordinator, Group Business Insurance

• Help prospect for, solicit and build lasting business relationships with members and clients
• Sell products and services and provide services that meet clients’ needs
• Provide support for new DuProprio enrollment requests
• Drive results by reviewing requests for information on specialized products and services
• Promote and sell specialized products and services to meet clients’ needs
• Ensure member/client satisfaction and service quality

Real Estate Advisor

• Help serve and maintain business relationships with members and clients for all claims
• Handle low-complexity auto insurance bodily injury claims
• Investigate claims in accordance with the organization’s standards and policies
• Complete and preserve investigation materials to assess damage exposures in automobile related bodily injury claims
• Review reports and other documents and determine appropriate course of action in accordance with the organization’s standards, policies and quality commitments to ensure client satisfaction
• Work with any and all necessary parties involved in claims

Bodily Injury Claims Advisor

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell life and health insurance products and services through multiple distribution channels
• Develop and implement personalized solutions based on member/client needs
• Monitor the industry trends and best practices

Advisor, Life and Health Insurance

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 decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations

Senior Advisor, Organizational Development

• Recruit, hire, coach and lead your own professional team
• Shape your business with your own unique style and approach
• Sell auto insurance, property insurance, life insurance and financial services
• Enjoy the flexibility you need to balance work and life

Insurance Agent

Software Engineer

• Contribute to IT efficiency and quality by analyzing, designing, configuring, developing, maintaining, and improving software products
• Help develop execution strategies
• Analyze and develop software products (design, coding, and test automation)
• Document technical solutions and ensure the long-term sustainability of products
• Provide technical support for IT operations
• Analyze, diagnose, track, and resolve critical and complex system issues

Programmer Analyst – Systems and Infrastructure Operations, Maintenance, Development

• 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.

Advisor, Securities

General Counsel

• Design, update, implement and monitor legal and regulatory compliance action plans, programs, solutions and tools to balance business needs, requirements and best practices
• Diagnose issues, challenges and needs to determine target outcomes
• Analyze information, carry out studies, and develop and propose recommendations to develop best practices for the organization
• Help train internal practitioners, raise awareness and communicate information about our culture of ethics and compliance
• Oversee business line activities
• Help represent internal and external partners and practitioners
• Represent your unit before committees, practitioners and organizational units.

Advisor, Legal and Regulatory Compliance

• Work closely with advisors to provide personalized support to members and clients
• Support advisors in delivering services and maintaining client relationships
• Handle client inquiries and recommend appropriate solutions
• Assist colleagues with managing their schedules and emails
• Help members and clients select tools and channels based on their preferences
• Identify business opportunities and contribute to sales development initiatives

Account Manager

• Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
• 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 such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
• Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
• 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.
• Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
• Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services.
• Provide sound and prudent risk management for all portfolios under their responsibility.

Client Financial Services Agent

IT Business Relationship Advisor

Financial Security Advisor, Life and Health Insurance

Wealth Management Advisor

Senior Implementation Coordinator, Group Business Insurance

Real Estate Advisor

Bodily Injury Claims Advisor

Advisor, Life and Health Insurance

Senior Advisor, Organizational Development

Insurance Agent

Programmer Analyst – Systems and Infrastructure Operations, Maintenance, Development

Advisor, Securities

Advisor, Legal and Regulatory Compliance

Client Financial Services Agent

Account Manager – Commercial Market