Desjardins

General

• Assist clients in opening new claims for home or auto property damages
• Provide customer service and support during unprecedented events
• Guide clients through the claims process
• Build and maintain business relationships with members and clients
• Educate and inform clients about digital tools
• Ensure member/client satisfaction and service quality according to organizational standards and procedures
• Review client insurance policy coverages
• Initiate a first notice of loss
• Inform clients of preferred partners and liaisons
• Assign files to Claim Adjusters
• Establish advisory relationships by identifying current and potential needs
• Support client retention
• Review client needs and compile and analyze data
• Handle requests and follow up as needed
• Assist members and clients, listen to their needs, and propose personalized solutions
• Help identify operational risks and opportunities for improvement
• Stay current with standards, products, and services in the field

Internship, Claims Reporting Specialist

Financial Planning and Analysis

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, offer advice suited to their financial situation, and help them choose appropriate solutions to meet 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 sound and prudent risk management
• Work with partners and experts to design integrated strategies for members and clients
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
• Stay up-to-date on financial services industry developments, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

Advisor

• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• 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 senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
• Lead and influence development projects and complex strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Advisor, Capital Markets and Treasury

Security Engineer

• Oversee information security for the Personal and Business Services segment of the property and casualty insurance sector
• Conduct risk analysis
• Review action plans
• Contextualize vulnerabilities
• Produce information security executive dashboards
• Monitor strategic sector initiatives
• Collaborate closely with chief security officer representatives and business security officers
• Serve as a sectoral expert for cross-sector initiatives
• Represent the Desjardins Group Security Office when influencing critical suppliers on information security service delivery
• Serve as a sectoral expert for complex large-scale projects, including major projects and business acquisitions
• Proactively influence the IT teams that report to the role
• Monitor operational information security activities and track progress on action plans

IT Security Officer

Account Manager

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts as the link between clients and the organization
• Ensure clients have the products and services they need, use them correctly, and are satisfied
• Recommend strategies and solutions to meet targets, including risk management, portfolio profitability, and improved business relationships
• Identify and analyze member/client needs
• Develop custom solutions and prepare integrated service offers balancing satisfaction, profitability, and risk
• Negotiate product and service terms
• Identify business opportunities that add a competitive edge to existing products and services
• Participate in public relations activities and maintain a presence in the business community
• Represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients
• Help the unit achieve sales and business development objectives
• Advise clients and practitioners on complex needs and initiatives

Account Manager – Business

• 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 the best 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 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
• Handle special information requests from clients and promote and sell specialized products and services
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
• Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
• Provide administrative assistance in compliance, budget monitoring, and management of administrative staff
• Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
• Work with support services to resolve everyday operational issues in the branch or branches
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
• Help recruit and hire administrative staff and handle logistics when employees start or leave

Securities Advisor

Operations

• Design, automate, configure, administer, maintain, develop and upgrade medium-scale products, services, management systems and platforms
• Analyze and perform diagnostics on issues related to platform delivery, implementation, development, administration and stability
• Provide opinions in accordance with discipline-specific rules and help develop recommendations and implementation plans
• Develop tools, methods and processes
• Identify, input, analyze and interpret data required to inform IT solution selection and task automation
• Help develop and enhance security posture and infrastructure operations
• Identify situations that could significantly affect the quality and stability of environments
• Advise on implementing recommendations based on impacts, risks and opportunities associated with change management
• Help prepare and propose action plans to develop and roll out solutions and address issues
• Develop and write methods and processes
• Interact with stakeholders in other technology fields and provide discipline-specific support to the unit, clients and partners

Analyst, System and Infrastructure Operations

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

• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• 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 senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
• Lead and influence development projects and complex strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person, and coach for senior management and decision-making bodies

General Counsel

• Design, update, implement and monitor legal and regulatory compliance action plans, programs, solutions and tools
• Diagnose issues, challenges and needs to determine target outcomes
• Analyze information, carry out studies, and develop and propose recommendations to develop best practices
• Help train internal practitioners, raise awareness and communicate information about the culture of ethics and compliance
• Oversee business line activities
• Help represent internal and external partners and practitioners
• Represent the unit before committees, practitioners and organizational units
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Coordinate with stakeholders in other fields
• Advise and assist clients and partners in intervention and development initiatives

Advisor, Legal and Regulatory Compliance

Attorney

• Design, institute and coordinate the compliance framework and enforce related rules
• Ensure organizational measures and actions comply with Desjardins Group’s standards, including anti-money laundering standards
• Advise and assist clients and partners as part of intervention and development initiatives
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• 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
• Interact with stakeholders working in other fields
• Help solve problems using analytical skills and extensive knowledge of the line of business

Legal and Regulatory Compliance Advisor

Data Scientist

• Transform and analyze complex, large-scale data to extract knowledge for security decision-making
• Explore and evaluate data availability and quality for detection, response and prevention needs
• Design diagnostic, predictive, prescriptive and cognitive data analysis approaches with risk experts
• Implement, evaluate, document and monitor artificial intelligence solutions for security operations teams
• Contribute to industrialization and development of security analytics methodologies
• Participate in research projects with industry and academic partners
• Identify, evaluate and prioritize data valorization opportunities
• Define solutions and develop an analytical roadmap aligned with Desjardins Group’s business plan and strategic vision
• Ensure delivery teams are aligned on the design and development of highly complex analytical solutions
• Support, maximize and automate security decision-making using artificial intelligence
• Improve analytics practices within the Desjardins Group Security Office

Senior Security Data Scientist

Analyst

• Validate document and contract consistency and compliance as well as compliance with conditions and guarantees
• Prepare activity plans for BBO SSC to handle contract and guarantee preparation up until the time that guarantees are published and the loan is disbursed
• Complete the disbursement roadmap
• Finalize files by, for example, archiving and following up on missing files
• Follow up with members/clients and collaborators
• Work closely with colleagues and partners involved in financing files
• Assist the manager in keeping documentation up to date and with employee coaching and training

Post Grant Analyst

Product Development

• Assist Senior Group Underwriters with preparation of complex group renewal/quotes
• Achieve well analyzed and supported recommendations on problems with clear documentation of decisions
• Work on projects related to tools and process to create value added through automation efficiency
• Process all assigned work in accordance with departmental service standards
• Develop, update and monitor prices for products and services to promote business development and maximize profitability
• Analyze and help diagnose issues, provide opinions in accordance with discipline rules, and help develop recommendations and implementation plans
• Develop tools, methods and processes
• Interact with stakeholders working in other fields
• Provide discipline-specific support to the unit, clients and partners

Internship, Claims Reporting Specialist

Personal Finance Advisor

Advisor, Capital Markets and Treasury

IT Security Officer

Account Manager – Business

Wealth Management Advisor

Securities Advisor

Analyst, System and Infrastructure Operations

Personal Finance Advisor

Advisor, Capital Markets and Treasury

Advisor, Legal and Regulatory Compliance

Legal and Regulatory Compliance Advisor

Senior Security Data Scientist

Post Grant Analyst

Technician, Product Development and Pricing