Desjardins

Marketing Analyst

• Provide marketing teams with advisory services to identify relevant targets and optimize activities based on data, analytics, and performance metrics
• Secure targeting and performance measurement operations for relationship marketing, digital campaigns, and marketing research activities
• Target and orchestrate Desjardins Group’s relationship and digital marketing activities for all types of communications
• Measure the performance of relationship marketing activities and digital campaigns using various analyses and share the results
• Collect, valorize, extract, describe, analyze, and interpret data from different channels
• Serve as a data use specialist advisor for practitioners and a resource person for marketing teams
• Interact with stakeholders to understand and communicate issues and influence decision-making

Marketing Data Analyst

Advisor

• 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
• Focus on discretionary management, mutual funds, exchange-traded funds and structured products
• Develop and maintain business relationships with important clients
• Promote and sell products and services in accordance with business objectives and strategies
• Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
• Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
• Advise and assist current and potential members and clients
• Set goals and advise members and clients on the best solutions and strategies
• Collect, compile and analyze data; prepare reports and recommendations
• Oversee portfolios, assess customer satisfaction and service quality, and make improvements as needed
• Monitor the industry for trends, opportunities and best practices
• Liaise with and serve as resource person for external fund providers; share information with investment advisors
• Represent Desjardins and enter the organization into important agreements with clients
• Establish and negotiate product and service terms

Securities Advisor

Administration

• Provide technical support for projects and operational issues
• Conduct technical studies, research and analysis
• Serve as resource person for the submission of solutions and action plans
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Help practitioners follow unit processes and use business solutions, tools and systems
• Review information requests and conduct research to respond in accordance with standards and policies
• Design, produce and analyze reports on sector activities
• Provide administrative support to Desjardins components
• Help administer specialized products and member/client accounts
• Research and analyze processes, information management and data processing
• Solve technical problems and help develop and improve methods and procedures

Product Administration Technician

• 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
• Sell securities products and services through various distribution channels
• Develop and maintain business relationships with members and clients
• Promote and sell specialized products and services in accordance with business objectives and strategies
• Represent the organization and help negotiate agreements with clients

Advisor, Securities

• 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 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 sound 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 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

Wealth Management Advisor

• 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
• Focus on discretionary management, mutual funds, exchange-traded funds, and structured products
• Develop and maintain business relationships with important clients
• Promote and sell products and services in accordance with business objectives and strategies
• Balance sales objectives, sound and prudent risk management, profitability, and member/client satisfaction
• Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
• Advise and assist current and potential members and clients
• Represent Desjardins and enter the organization into important agreements with clients
• Establish and negotiate product and service terms
• Set goals and advise members and clients on the best solutions and strategies
• Collect, compile, and analyze data; prepare reports and recommendations
• Oversee portfolios, assess customer satisfaction and service quality, follow up, and make improvements as needed
• Monitor the industry for trends, opportunities, and best practices
• Liaise with and serve as resource person for external fund providers; share information with investment advisors

• Provide user support and assistance for IT applications, including installation, configuration, best practices, issue resolution, service request management, and IT and technical incident management
• Help keep IT equipment up and running, particularly through server administration
• Advise clients and partners as part of intervention and development initiatives
• Propose 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
• Interact and coordinate with stakeholders working in other fields
• Serve as subject matter expert for the unit, clients and partners
• Diagnose and analyze issues, challenges, needs and corrective action to determine target outcomes
• Follow up as needed to solve more complex or unusual problems
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports

IT Advisor

• Provide administrative support to Desjardins components
• Help administer specialized products and member/client accounts
• 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
• 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 the line of work
• Advise and assist practitioners and organizational units
• Coordinate frequently with stakeholders in other fields
• Help solve complex problems using analytical skills and extensive line-of-business knowledge

Product Administration Advisor

• Advise 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 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

Senior Advisor, Capital Markets and Treasury

Risk

• Define and implement data management processes for optimal and secure data use
• Assist teams in recognizing and managing data as a strategic asset
• Develop data governance practices and integrate them into team activities
• Recommend data use and compliance approaches based on team needs and organizational objectives
• Provide data governance support to stakeholders
• Interact with data producers and users to promote sound data governance
• Provide advice and training on data management processes and controls
• Develop and maintain data governance logs, tools and dashboards
• Identify data governance needs and opportunities
• Analyze risks and gaps between governance documents and operational practices
• Implement compliance practices and mechanisms
• Measure and monitor standards, practices, and data governance maturity
• Carry out data governance development projects

Data Governance Advisor

• 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 situations
• 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 strategies and identify expected results
• Manage business relationships and assess satisfaction and service quality
• Follow up and identify areas for improvement
• Stay current on the financial services industry, market trends and field best practices
• Participate in outreach activities and represent the caisse in the community

• Develop and manage business relationships
• Prospect for and solicit new mass-affluent Signature Service members and clients
• Develop personalized strategies and provide tailored advice and solutions
• Serve as an expert advisor for the 360° wealth management approach and for savings and investments
• Provide members and clients with premium support
• Develop high-level financial strategies
• Work closely with expert professionals and specialized partners to implement the 360° approach
• Balance member/client satisfaction, objectives, risk and compliance management, and implementation of the business model
• Represent Desjardins and enter the organization into agreements with members and clients
• Establish and negotiate product and service terms
• Mentor and coach team members
• Drum up new business and develop the full potential of existing members and clients
• Set goals and advise members and clients on the best strategies
• Develop a comprehensive 360° offering based on member and client needs
• Contribute to sales objectives by developing action plans based on the business plan
• Monitor stock market movements and trends likely to influence investments
• Stay up-to-date on market trends and best practices
• Participate in promotional and public relations activities and maintain a presence in the business community

Senior Wealth Management Advisor

Project Manager

• Direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget
• Analyze project feasibility and opportunities, develop action plans, define milestones and coordinate project teams
• Supervise and coordinate contributors involved in the application and technology component of highly innovative, large-scale, multi-sector projects
• Ensure timelines, budgets, deliverable quality, contributor performance and engagement are maintained
• Plan, prioritize and coordinate work to meet objectives
• Lead, influence and serve as expert to teams, senior management and decision-making bodies
• Plan application and technology component deliverables and estimate project costs
• Identify project-specific standards, methods and procedures
• Coordinate deliverables and ensure agreements, budgets and timelines are respected
• Analyze risks and impacts and develop mitigation strategies
• Manage change requests, solution testing and application and technology strategies with the project leader
• Ensure availability of the application layer of infrastructure platforms

Delivery Coordinator, Project Management

Sales

• Lead the department and manage a team dedicated to selling products and services and/or providing comprehensive sales support to sales teams
• Build and maintain long-term business relationships with clients and members
• Draw up and monitor a business plan addressing priorities, challenges and objectives
• Ensure unit performance and sound and prudent risk management in accordance with standards
• Follow up on results and manage employees’ performance
• Oversee employees’ skills development and maintain high-quality service
• Coach team members and provide recommendations based on member and client needs
• Help develop business strategies aligned with Desjardins’s strategic priorities and unit challenges
• Ensure service quality, business relationships and the member/client experience
• Implement and monitor action plans to achieve target results
• Lead, coach and motivate the team to develop skills, boost engagement and empower employees
• Implement and develop a competitive, profitable service offer with partnerships across the organization
• 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

• Provide technical support for projects and operational issues
• Conduct technical studies, research and analysis
• Serve as resource person for the submission of solutions and action plans
• Prepare technical notes to enhance the skills and knowledge of users and their teams
• Help practitioners follow the unit’s processes and use its business solutions, tools and systems
• Review information requests and conduct research to respond in accordance with standards and policies
• Design, produce and analyze reports on the sector’s activities
• Provide administrative support to Desjardins components and help administer specialized products and member/client accounts
• Serve as technical collaborator and provide discipline-specific support for unit activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Solve technical problems and help develop and improve methods and procedures