Desjardins

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.

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

Client Services Representative

• 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

Client Financial Services Agent

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.

Account Manager – Commercial Market

Attorney

• Design, institute and coordinate the compliance framework and enforce related rules
• Analyze issues related to the legal and regulatory compliance
• Support more experienced professionals in preparing opinions and implementation plans
• Conduct research and preliminary analysis
• Identify, input, analyze and interpret data to inform management decision-making
• Monitor the application of management policies and practices
• Analyze risks and help implement compliance recommendations
• Help develop and optimize procedures and implement tools

Analyst, Legal and Regulatory Compliance

Financial Planning and Analysis

• Supervise and coordinate a group of financing analysts
• Assist in managing workflows
• Perform follow-ups and controls
• Prepare recommendations and communicate results to account managers
• Ensure operational continuity

Financing Analyst

Project Officer

• Monitor project scopes, budgets and timelines in order to produce reports
• Anticipate, identify and analyze trends and discrepancies and suggest solutions to help the team meet their performance indicators
• Assist the team with risk, issue and document management
• Ensure project management best practices are followed
• Help the team update the timeline by keeping track of milestones and key dates for squads and contributors
• Monitor and analyze the plan, make resource capacity recommendations and update the project plan.

Project Control Officer

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and offer appropriate advice
• Manage business relationships, assess member/client satisfaction and service quality
• Stay up-to-date on the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

Actuary

• Conduct analyses to assess insurance contract liabilities for all products and provinces and ensure the integrity of the data produced.
• Participate in the development and maintenance of valuation models and assumptions for insurance contract liabilities.
• Develop and maintain various models, analyze their results and produce reports required by the organization or the various regulators.
• Contribute to continuous improvement activities in your team.

Actuarial Analyst, Reserving – Corporate Actuarial Sciences

Analyst

• Provide user support and assistance for IT applications including installation, configuration, best practices, issue resolution, and service request management
• Analyze and diagnose complex issues
• Recommend solutions to optimize standards, policies, and programs
• Coordinate the planning, design, and execution of projects, initiatives, and activities
• Serve as subject matter expert for your unit, clients, and partners
• Identify, input, analyze, and interpret data to inform management decision-making

IT Assistance Analyst

• Provide user support and assistance for IT applications
• Installation, configuration, issue resolution, and service request management
• Server administration and IT equipment management
• Lead development projects and strategic initiatives
• Interact with stakeholders for comprehensive project execution

Senior Advisor, IT Assistance

Team Leader

• Provide management support for the team
• Coordinate technical activities, action plans, and initiatives
• Coach and guide a team composed primarily of technical and support employees
• Assign tasks and activities and monitor progress regularly
• Support employee engagement by creating a positive, motivating work environment
• Solve technical problems and help develop and improve technical methods and procedures
• Serve as a technical collaborator for your unit
• Help determine your unit’s service offer and ensure projects and activities are planned and executed
• Meet targets on time and on budget and manage results, performance, quality, and client/partner satisfaction
• Help develop training and skills development strategies and action plans for team members
• Help resolve complaints and problems in accordance with the organization’s practices
• Manage the budget

Team Leader, Management Support and Expertise Support

Senior Account Manager, Healthcare

Security Engineer

• Help develop and optimize security measures to align with corporate objectives
• Plan, implement and oversee best practices to strengthen Desjardins's security posture
• Advise and assist clients and partners on major security-related initiatives and development projects
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on the organization's objectives and priorities
• Diagnose issues, risks, needs and challenges for your line of work to determine target outcomes
• Help develop and implement objectives, solutions, policies, programs and action plans to mitigate risks
• Analyze data, conduct studies, make recommendations and write reports
• Help train internal stakeholders, raise awareness and communicate information

Security Advisor

• Act as a facilitator for the entire trade finance cycle
• Act as an expert advisor to internal teams, sharing best practices
• Stay up to date on market changes and ecosystem needs
• Provide an overall vision of the managed portfolio
• Work with legal, credit and operational services to ensure transactions are processed smoothly
• Support business teams by providing specialized advice
• Participate in the continuous improvement of internal processes