Desjardins

Product Manager

• Design, implement and manage a line of high-performing products meeting member and client needs
• Develop, price, improve, implement and promote products based on member, client and distribution-network needs, market trends and Desjardins Group’s target position
• Lead and influence specialists and stakeholders on cross-sector product development projects and complex strategic initiatives
• Recommend development and execution of strategic initiatives with high operational and conceptual complexity
• Develop and recommend business directions and positions for assigned products
• Identify and implement improvements to the product offer based on member and client needs, business priorities and market developments
• Define the product line’s target vision and create the mid- to long-term roadmap
• Monitor competition and market developments, identify opportunities, anticipate impacts, and implement strategies
• Provide leadership in defining product directions and represent the target client experience
• Monitor commercial results and financial performance and optimize the product offer
• Manage operational, reputational and financial risks and develop recommendations
• Establish compliance frameworks for laws and regulations
• Represent the team’s position to decision-making bodies, senior management, partners and external organizations

Product Leader, Product Management

Sales

• Lead the department and manage the team dedicated to selling products and services and/or providing comprehensive sales support
• Build and maintain long-term business relationships with clients and members
• Develop and monitor a business plan addressing priorities, challenges and objectives
• Ensure unit performance and sound, prudent risk management
• Manage employee performance, skills development and service quality
• Coach team members and provide recommendations based on member and client needs
• Support development of business strategies aligned with Desjardins’s strategic priorities
• Manage the member/client experience and quality of services and business relationships
• Implement and monitor action plans to achieve target results
• Lead talent acquisition, team synergy, change management, engagement and employee empowerment
• Develop a competitive, profitable service offer and partnerships
• Ensure process efficiency, continuous improvement and profitability
• Promote the Desjardins brand and strengthen community roots
• Uphold Desjardins’s cooperative values

Member Services and Sales Support Manager

Vice President

• Lead live advisory and capital raising transactions end to end, from pitch through closing
• Oversee the preparation of client materials and craft messaging and direction
• Participate in client meetings and relationship management initiatives
• Present analysis and recommendations and develop direct client responsibilities over time
• Complete and direct transaction analysis and quality control, including financial models, valuation work, due diligence, offering documents and other client deliverables
• Manage team capacity and staffing across concurrent mandates, set priorities and allocate effort to protect quality and meet deadlines
• Provide direction and constructive feedback to Associates and Analysts
• Mentor and develop junior professionals
• Coordinate with legal, accounting and other advisors
• Leverage product, coverage and cross-functional teams across Desjardins Capital Markets
• Maintain strong knowledge of the mining sector and capital markets
• Contribute to coverage strategy and business development discussions

Vice President – Investment Banking, Global Mineral Resources – Mining

Advisor

• 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 situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Work closely 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 the best strategies and identify expected results
• Manage business relationships, assess 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

Wealth Management Advisor

Administration

• Provide administrative support to Desjardins components
• Help administer specialized products and member/client accounts
• Advise and assist clients and partners
• Develop tools, methods and processes
• Diagnose issues, challenges and needs to determine target outcomes
• Help develop and implement objectives, solutions, policies, programs and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Recommend solutions for system use and product administration issues
• Coordinate solution implementation
• Interpret and enforce unit policies, practices and processes to comply with industry regulations and requirements
• Interact with stakeholders working in other fields

Advisor, Product Administration

• Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
• Develop, retain and ensure the satisfaction of members, clients and stakeholders
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends in the field and make recommendations
• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide service tailored to client needs in accordance with current strategies and practices
• Lead and influence clients and practitioners on sales and service development projects, initiatives and activities impacting the organization
• Develop and maintain business partnerships with prestige and key clients with complex, diverse needs
• Analyze complex problems and develop and implement personalized solutions tailored to client needs
• Serve as an expert for the unit, members and clients
• Represent the unit before senior management committees and decision-making bodies
• Represent Desjardins and enter the organization into important agreements with clients
• Establish and negotiate product and service terms

Senior Advisor, Personal

Software Engineer

• Help develop execution strategies and analyze and develop software products, including design, coding, and automated run tests
• Apply development, data and security best practices
• Document technical solutions and practices to ensure product sustainability
• Help develop documentation for training peers and users
• Provide technical support for IT operations
• Analyze, diagnose, follow up on, and resolve critical and complex system issues
• Co-create with business partners and architects to understand business intentions and objectives
• Standardize solutions accordingly
• Plan, prioritize and coordinate work to meet schedules and objectives
• Serve as a systems go-to person for the team, clients and stakeholders
• Interact with stakeholders working in other fields to coordinate projects and initiatives

Programmer Analyst – System and Infrastructure Operations, Maintenance and Development

• 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
• Work with affluent individual members and business owners
• Develop strategies and recommend investments, loans and insurance products
• Serve as an expert advisor and resource person in savings and investments
• 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, assess satisfaction and service quality, follow up, and identify improvements
• Stay current on the financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Provide service tailored to client needs in accordance with current strategies and practices
• Lead and influence clients and practitioners on sales and service development projects, initiatives and activities impacting the organization
• Boost organizational development and profitability while retaining clients and stakeholders and ensuring their satisfaction
• Develop and maintain business partnerships with prestige and key clients with complex, diverse needs
• Analyze complex problems and develop and implement personalized solutions tailored to client needs
• Serve as expert for the unit, members and clients
• Represent the unit before senior management committees and decision-making bodies
• Represent Desjardins and enter the organization into important agreements with clients
• Establish and negotiate product and service terms
• Evaluate and act on business and partnership opportunities
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends and make recommendations

• 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 the business architecture of various initiatives, including organizational transformation and shift
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Solve complex problems using analytical skills and extensive knowledge of the line of business
• 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
• Coordinate and interact frequently with stakeholders working in other fields

Business Strategies Advisor

Administrative Assistant

• Carry out secretarial activities, including writing, layout, updating, production and linguistic revision of information documents
• Carry out administrative tasks related to internal management, including sales follow-up, dashboards, expense account follow-up, inventory and material management, and performance evaluations
• Support the manager with the management and follow-up of their agenda, calls, emails and mail
• Prepare and attend meetings, including management committee meetings; write minutes and ensure follow-up
• Participate in the logistical organization of team meetings, committees, assemblies, travel and public relations activities
• Collaborate in preparing the annual budget and monitoring the budget during the year, including analysis and justification of variances
• Provide administrative and secretarial support to a director or manager reporting to a vice-president and support other unit members as needed
• Help coordinate, plan and prioritize unit management activities
• Interact with diverse stakeholders and independently make decisions and carry out tasks according to administrative needs

• Support the general manager and/or manager(s) in planning and coordinating management activities and input and track scheduling information
• Follow up on phone calls, emails and mail for managers
• Produce records, minutes, reports, statistics, and balance sheets
• Organize logistics for team meetings, committees, general meetings, training courses, telephone conferences, travel, and public relations activities
• Perform internal management administrative tasks, including tracking sales, maintaining the scorecard, monitoring expense accounts, managing inventory and equipment, and conducting performance evaluations
• Manage documents and update records through filing, purging, and storage in accordance with current practices and regulations
• Draft, format, update, create, and revise language in information documents generated by various sectors
• Support managers in retrieving information, carrying out business processes, and using information systems

• Advise clients and partners to help position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support the unit’s 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
• Lead complex and innovative development projects and strategic initiatives in capital markets and treasury
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies
• Coordinate with stakeholders across multiple fields

Senior Advisor, Capital Markets and Treasury

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situation
• 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 strategies and identify expected results
• Manage business relationships and assess 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

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
• Analyze and meet special client needs, handle requests and follow up as needed
• Collect, compile and analyze data
• Prepare reports and recommendations
• Stay on top of the latest standards, products and services in the field
• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
• Promote and sell specialized products and services in accordance with business objectives and strategies
• Support current and potential members and clients, represent the organization, and help negotiate agreements with clients

Product Leader, Product Management

Member Services and Sales Support Manager

Vice President – Investment Banking, Global Mineral Resources – Mining

Wealth Management Advisor

Advisor, Product Administration

Senior Advisor, Personal

Programmer Analyst – System and Infrastructure Operations, Maintenance and Development

Wealth Management Advisor

Senior Advisor, Personal

Business Strategies Advisor

Administrative Assistant

Administrative Assistant

Senior Advisor, Capital Markets and Treasury

Wealth Management Advisor

Advisor, Securities