Desjardins

Assistant

• Support the General Manager and caisse managers by managing and monitoring their schedules, phone calls, emails and mail
• 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 a variety of meetings, including those of the Management Committee and the Board of Directors
• Take minutes and follow up on any resulting action items
• Participate in organizing logistics for events (e.g., team meetings, committees, general meetings, training sessions, conference calls, travel and public relations activities)
• Provide support in coordinating internal caisse communications (e.g., staff meetings, annual general meetings, special meetings)
• Perform various internal management administrative tasks (e.g., tracking sales, maintaining scorecards, monitoring expense accounts, managing inventory and equipment, conducting performance evaluations)
• Manage documents and update records for various departments (e.g., filing, purging and storage) in accordance with current practices and regulations
• Perform secretarial duties, including drafting, formatting, updating, creating and editing informational documents produced by various departments
• Support the General Manager and managers in retrieving information, executing business processes and using information systems

General Management Assistant

Account Manager

• Responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed primarily of small organizations operating in the agricultural sector
• Promote and sell products and services to grow the centre’s business
• Ensure consistency and balance between sales objectives, risk management, portfolio profitability and satisfaction of members, clients and partners
• Initiate, develop and maintain personalized business relationships with current and potential clients
• Act as an account manager and intermediary between the business centre and clients
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop solutions and prepare integrated service offerings
• Negotiate applicable conditions with members and clients
• Recommend strategies for achieving objectives such as increased business volume and stronger relationships

Account Manager, Agricultural Market

Agent

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

Advisory Agent, Member and Client Experience

Team Leader

• Support team management
• Coordinate unit’s activities, action plans and initiatives
• Coach and guide a team composed primarily of experienced professionals
• Assign tasks and activities, and regularly monitor progress
• Support talent development and employee engagement
• Manage individual performance
• Make recommendations on planning and execution of operationally and conceptually complex projects
• Interact with stakeholders working in many other fields
• Advise and lead decision-making bodies
• Help determine 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
• 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, Expertise Support

Support Engineer

• Participate in MIC platform administration activities (e.g., shutting down and starting servers, verifying automated system operations, managing access groups, maintaining backup units, and restoring files)
• Perform basic network activities (e.g., resetting passwords, configuring new users, and performing regular maintenance procedures)
• Carry out activities related to systems and technological equipment (e.g., activation, configuration, maintenance, and repair)
• Assist in evaluating equipment needs, identifying solutions, and managing computer equipment by informing the Help Desk team of required changes
• Respond to user requests, resolve and propose solutions to encountered problems, escalate more complex issues, and perform necessary follow-up
• Participate in planning and executing activities required for deploying and upgrading desktop systems
• Ensure adherence to standards, procedures, guidance, and recommendations regarding IT security
• Oversee all activities related to the flow of technical information necessary for the platform’s smooth operation
• Assist in managing and updating various web and platform applications, profiles, standardized groups, and user IDs
• Participate in managing licenses for various applications (e.g., PALTrak network, Expert module)
• Process and reconcile various reports and requests for all caisse sectors (e.g., Shared Services Centre reports, clearing, direct deposits and withdrawals, adjustments and monitoring of authorized transits, overdrawn accounts, inactive accounts, dividends, out-of-balance Trust, guarantee agendas, transactions related to collection items, and discharges)
• As needed, ensure necessary follow-up activities are performed for members and customers
• Execute information search requests and organize and submit the requested information in accordance with established procedures
• Ensure activities are completed in a timely manner and in accordance with prescribed quality standards
• Maintain the security of transactions and operations in accordance with current policies, practices, and standards

Technical Operations Support Agent

User Researcher

• Define and enrich the user experience of members and clients on different virtual platforms
• Serve as a specialist advisor and subject matter expert for the definition of user journeys
• Lead different stakeholders with respect to development projects and complex initiatives
• Help solve highly complex problems that require analytical skills and comprehensive knowledge
• Ensure the identification of opportunities to improve the member and client experience
• Lead efforts to define the user journeys and the desired user experience
• Ensure the design of mock-ups, user personas, functional specifications, and information architecture
• Conduct trend monitoring and develop practices in terms of digital and user-focused design
• Ensure co-creation runs smoothly between UI, product management, and IT development teams

UX Designer, Research and Marketing

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 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

Project Manager

• Help plan and monitor projects to meet objectives on time and on budget
• Work alongside the project/agile leader and serve as point person for the team
• Monitor project scopes, budgets, and timelines in order to produce reports
• Anticipate, identify, and analyze trends and discrepancies and suggest solutions
• 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
• Monitor and analyze the plan, make resource capacity recommendations and update the project plan.

Project Control Officer, Project Management

Director

• Help the Director define strategic directions
• Help with the definition of strategic directions and manage their implementation by making sure they’re aligned with wealth management business priorities
• Develop and carry out the administrative department’s business plan, ensuring the delivery of initiatives, team performance and account rendering
• Design, structure and roll out an integrated offer made up of content, tools and expertise to provide business development teams across all networks with effective support
• Optimize business practices, processes, and use of tools (including the CRM) to improve productivity, advisory quality and the member and client experience
• Implement skills development and structured training strategies, as well as targeted coaching approaches to accelerate the development of advisor and manager expertise
• Launch marketing strategies and business initiatives to promote the adoption and growth of investment solutions
• Ensure rigorous oversight of the regulatory framework, certifications and practice standards to guarantee compliance and professional excellence
• Mobilize teams and implement management practices that foster performance, talent development, collaboration and adherence to Desjardins’s cooperative values.

Senior Director, Wealth Management

• Help extract data and produce reports and indicators for the organization
• Analyze and adapt management systems based on the organization’s changing needs
• Analyze and help diagnose issues
• Provide opinions in accordance with the rules for your discipline
• Help develop recommendations and implementation plans
• Develop tools, methods and processes
• Identify, input, analyze and interpret data to inform management decision-making
• Make recommendations
• Produce reports, prepare recommendations and provide advice on how to implement recommendations
• Help develop and implement methods and processes for your unit’s systems
• Respond to common user questions about management information tools

Analyst, Management Information

Financial Planning and Analysis

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

Personal Finance Advisor

• 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

Financial Services Agent, Clientele

Risk

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Carry out projects and initiatives related to your line of work
• Advise and assist practitioners and the organization’s units regarding your line of work

Risk Management Advisor

Business Development Rep

• Establish a consulting relationship by identifying current or potential client needs and promoting customer retention
• Advise partners, stakeholders, members, and customers on the products, services, or solutions offered, ensuring their satisfaction
• Analyze and respond to customer requests, process inquiries, and carry out required follow-ups
• Collect, consolidate, and analyze information; prepare reports and recommendations
• Stay up to date on developments related to standards, products, or services in your area of expertise

Business Development and Sales Support Advisor

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.