Desjardins

Advisor

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets
• Identify opportunities to improve service delivery
• Design and deliver business strategies and solutions aligned with business architecture
• Lead and influence development projects and complex strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, and programs
• Identify, analyze, and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as expert advisor, subject matter expert, resource person, and coach for senior management and decision-making bodies

Senior Advisor, Business Strategies

Analyst

• Analyze and identify user needs, work on mandates to collect, process and analyze data, and ensure operationalization through cross-sector coordination
• Build and develop complex reports using database management systems and make recommendations to support decision-making
• Identify opportunities to improve work methods and processes, and recommend improvements to data management tools
• Help clients define their needs, make recommendations and provide advice for selecting, implementing and using data management tools
• Do research and perform descriptive and diagnostic analyses to ensure optimal data use and make recommendations in line with business issues and needs
• Collect, process, analyze and interpret data from different channels and databases
• Provide guidance and support to clients for analytics solution mandates
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Serve as a data use resource for stakeholders and present analysis results

Data Valorization Analyst

Manager

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• Develop, implement and track the unit’s action plan, ensuring alignment with the organization’s strategic orientations and other administrative units, in a performance management context
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with Desjardins values
• Define and ensure the implementation of activities related to the unit’s services and ensure entrusted projects are carried through to maximize targeted business results and member and client satisfaction
• Support the administrative unit’s action plan by successfully managing individual and team performance
• Continuously improve the management of processes under your responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence

Operations

• Carry out the unit’s operational and administrative processes
• Analyze, produce and revise reports and statistics
• Carry out administrative, operational and quality control measures and take corrective action, following up as needed
• Perform administrative tasks, including data entry, extraction, processing, compilation and coding
• Help develop and improve work methods and procedures
• Provide information about policies, programs and processes in the field
• Prepare and revise presentations and related documents
• Provide administrative and operational support to the organization
• Help process and analyze information, solve problems and prepare recommendations

Office Operations Agent

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• Develop, implement and track the unit’s action plan, ensuring alignment with the organization’s strategic orientations and other administrative units, in a performance management context
• Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with Desjardins values
• Define and ensure the implementation of activities related to the unit’s services and ensure entrusted projects are carried through to maximize targeted business results and member and client satisfaction
• Support the administrative unit’s action plan by successfully managing individual and team performance
• Continuously improve the management of processes under your responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence
• Manage a large subset of sales or operations activities or a support sub-function offering specialized services to the sector
• Administer the group’s service offer, develop and implement its business plan, and oversee activities supporting the administrative department’s strategic orientations
• Manage people and performance, produce reports, and ensure member/client satisfaction

Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and offer advice suited to their financial situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Recommend investments, loans and insurance products
• Serve as a financing expert advisor and resource person for the caisse
• Balance member/client satisfaction, business objectives, profitability and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and 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
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

• Develop new business with individual customers and/or business leaders while balancing member and customer satisfaction, profitability, and risk
• Develop and maintain business relationships with members and clients and address their specialized savings needs
• Call on Desjardins components as needed
• Ensure the transfer of members' external assets and fully develop referred, solicited, or prospected members' potential
• Advise members and customers on financial strategies, including debt management, to grow savings and investment portfolios
• Develop and maintain customized collaborations with Desjardins Business Centre account managers, Desjardins components, community business partners, and referrals
• Identify member and customer needs, business opportunities, and appropriate referrals
• Develop and implement strategies to promote Desjardins Group's wealth management services
• Comply with policies, practices, standards, and laws governing financial product and service distribution
• Perform sound and prudent risk management for the assigned portfolio

Financial Planner – Development

• Support the immediate supervisor with work organization, operational planning, and special initiatives
• Develop, implement, and track the unit’s action plan
• Align the unit’s action plan with organizational strategic orientations and other administrative units
• Establish management and communication practices supporting change management, talent attraction and retention, skills development, employee engagement, and diversity
• Define and implement activities related to the unit’s services
• Ensure entrusted projects are completed to maximize business results and member/client satisfaction
• Manage individual and team performance
• Continuously improve management processes under responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence
• Produce reports and oversee member/client satisfaction

• Provide administrative and operational support to the organization
• Maximize operational productivity
• Carry out the unit’s operational and administrative processes
• Analyze, produce and revise reports and statistics
• Carry out administrative, operational and quality control measures and take corrective action, following up as needed
• Perform data entry, extraction, processing, compilation and coding
• Help develop and improve work methods and procedures
• Provide information about policies, programs and processes in the field
• Prepare and revise presentations and related documents

Public Relations

• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic complaint management initiatives and projects
• Serve as expert advisor or mediator to complainants, sectors and other stakeholders to resolve major complaints
• Negotiate with parties to reach a settlement agreement
• Develop and update policies, standards, models and programs supporting strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Help maintain the organization’s image and promote policies and programs for external audiences through public relations, media relations, lobbying and institutional affairs
• Handle complaints to improve strained relationships with members/clients and protect the organization’s reputation and brand image
• Lead complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Advisor, Public Affairs, Public Relations

• Develop and maintain lasting, trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Work with individual members and business owners
• Develop strategies and recommend investments, loans, and insurance products
• Balance member/client satisfaction, business objectives, profitability, and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on appropriate strategies and identify expected results
• Manage business relationships and assess member/client satisfaction and service quality
• Follow up and identify areas for improvement
• Stay current on the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

• Analyze financing files and formulate recommendations describing financing and follow-up conditions and required guarantees
• Perform variable credit control as needed
• Conduct periodic reviews of financing files
• Provide analysis, guidance and prevention related to risk management operations and activities
• Perform complex financial analysis for non-retail client segment files
• Draw up financial packages
• Serve as a resource person for financing files
• Work closely with colleagues and partners involved in financing files
• Manage complex situations using in-depth business-area knowledge

Financing Analyst

• Support the immediate supervisor by helping to develop business strategies aligned with Desjardins’s strategic priorities and unit challenges
• Ensure service quality and business relationships, and manage the member/client experience
• Implement and monitor action plans to achieve target results
• Establish management and communication practices supporting talent acquisition, talent management, team synergy and change management
• Lead, coach and motivate the team to develop skills, increase engagement and empower employees
• Implement and develop a competitive, profitable service offer with partnerships across the organization
• Ensure process efficiency and continuous improvement, and increase profitability
• Promote the Desjardins brand and strengthen the organization’s community roots
• Uphold Desjardins’s cooperative values
• Strategically and operationally manage a team selling financial products and services
• Build and maintain long-term relationships with members and clients
• Prepare and monitor a business plan addressing priorities, challenges and objectives
• Ensure sector performance and sound, prudent risk management
• Follow up on results and manage employee and department performance
• Oversee employee skills development and ensure high-quality service
• Serve as coach and provide advisory services and recommendations based on member and client needs

Market Development Manager

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose appropriate solutions
• Work closely with mass-affluent individuals, businesses, and business owners across all life stages
• Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
• Serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers, and tax strategies
• Support the financial empowerment of members and clients while balancing satisfaction, business objectives, profitability, and prudent risk management
• Promote digital solutions and help members and clients start using them
• Carry out financial transactions and present self-serve solutions as needed
• Work with partners and specialists to design integrated strategies
• Identify business opportunities and direct members and clients to colleagues or other entities for specialized or day-to-day needs
• Advise members and clients on the best strategies and determine target outcomes
• Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement
• Stay current on financial services industry news, market trends, and best practices to identify business development opportunities
• Participate in outreach activities and be present in the community
• Conduct onsite visits of the businesses served

Data Scientist

• Oversee data mining, evaluation, feature engineering, quality inspection and adjustment of available data, and selection of predictors for complex predictive modeling mandates
• Analyze client and partner business needs, generate hypotheses and lead mandates through operationalization and rollout
• Apply advanced statistical, machine learning and artificial intelligence methods to develop and optimize models and segmentations
• Create programming to prepare and mine data, and develop, evaluate, support, roll out and manage complex models
• Prepare presentations and data visualizations to support business decisions and management consideration
• Draft guidelines and data modelling methods, support documentation, and prepare and deliver training
• Identify opportunities to improve rules and systems, anticipate impacts of changes and enhance data management tools
• Advise stakeholders and decision-making bodies on data use, and act as a subject matter expert and coach
• Interact with stakeholders across fields to understand issues, communicate findings and influence decision-making

Senior Advisor, Business Strategies

Data Valorization Analyst

Manager

Office Operations Agent

Manager

Personal Finance Advisor

Financial Planner – Development

Manager

Office Operations Agent

Senior Advisor, Public Affairs, Public Relations

Wealth Management Advisor

Financing Analyst

Market Development Manager

Wealth Management Advisor

Data Scientist, Data Valorization