Desjardins

Advisor

• Monitor and analyze the performance of initiatives and digital solutions, make observations and present recommendations to improve strategies
• Ensure the design and development of metrics, dashboards and analysis reports on client behaviour to support the sector's strategic decision-making
• Lead efforts to define and implement the plan and the tools for measuring web and digital performance
• Serve as a specialist advisor to help teams understand and prioritize their analytics needs, and advise them on defining objectives and performance indicators
• Conduct trend monitoring, target opportunities for improvement by anticipating organizational impacts, and develop web analytics and cybermetrics practices
• Lead stakeholders in projects and strategic initiatives related to assessing and improving digital performance
• Provide specialist advice and subject-matter expertise regarding cybermetrics and user behaviour
• Make recommendations on performance measurement initiatives with significant business impact
• Interact with stakeholders across fields to communicate issues and influence decisions about strategies and digital solutions

Senior Advisor, Digital Strategy and Performance

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 their financial goals
• Work with a client base consisting mainly of individual members and businesses
• 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 meeting members’ and clients’ needs
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships, 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

• 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 to the manager of a large branch or group of branches
• 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

Business Analyst

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets and identify opportunities to improve service delivery
• Develop and deliver business strategies and solutions aligned with business architecture
• Analyze business needs and business context on innovative, strategic cross-sector projects and initiatives
• Formalize business objectives and their value to the organization
• Identify, clarify the scope of, assess and recommend business solutions
• Analyze the organizational impact of solutions from needs assessment through rollout and ensure integration
• Make recommendations on planning and execution of complex projects and initiatives
• Coordinate and interact with stakeholders across a wide range of fields
• Lead, influence and serve as an expert to teams, senior management and decision-making bodies
• Analyze project costs, benefits, risks, constraints, opportunities and stakeholder needs
• Work with users to develop business-aligned solutions
• Support the business sector during solution rollout
• Carry out change management activities

Business Analyst, Business Strategies

• Advise clients and partners to help position, plan, develop, execute and monitor strategic projects and initiatives
• Help develop and update performance indicators, measurement tools, policies, processes and programs supporting strategic projects and initiatives
• Monitor and anticipate trends in the specialty area to develop organizational best practices
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Manage quality assurance and information security for IT environments
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Coordinate and develop a team of professionals
• Extract data and produce reports and indicators by developing and administering information systems
• Analyze and adapt management systems based on changing organizational needs
• 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, Management Information

Account Manager

• Help set sales objectives and develop action plans based on the business plan
• Create the right conditions to meet targets
• Solicit, develop and maintain personal business relationships with clients to promote products and services
• Identify and analyze member/client needs
• Develop custom solutions and prepare integrated service offers balancing satisfaction, profitability and risk
• Negotiate product and service terms in accordance with standards and procedures
• Monitor the industry to identify business development opportunities
• Take an active role in public relations activities and maintain a presence in the business community
• Advise and assist members and clients
• Represent Desjardins and enter the organization into agreements with clients
• Help sell business products and services through multiple distribution channels
• Drive sales and business development objectives
• Manage accounts with moderate development potential and clients with specific needs

Account Manager – Business

• Prepare, analyze, disclose and monitor financial statements for financial, statutory, regulatory and strategic reporting
• Lead complex and innovative development projects and strategic initiatives
• Advise clients and partners on strategic projects and initiatives involving financial, regulatory, tax and accounting reporting
• Develop and update policies, standards, models and programs
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Carry out specialized and complex analysis for projects and initiatives impacting the organization
• Prepare reports and other specialized documents
• Implement and monitor quality control measures to ensure the integrity and accuracy of accounting data and financial statements
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Advisor – Financial Disclosure

• Advise clients and partners to help position, plan, develop, execute and monitor 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 decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets and 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
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, Business Strategies

Administrative Assistant

• Provide administrative support to one or more managers, including follow-up emails, scheduling, expense account management and room reservations
• Carry out secretarial tasks, including drafting, updating and formatting documents and presentations
• Plan and attend management committee and other meetings
• Help prepare, coordinate and organize events, including team meetings, committees, travel and public relations activities
• Serve as the team's resource person for administrative and operational matters

Manager

• Manage, motivate and develop a team of professionals and administrative support staff responsible for handling contested and complex claims nationwide
• Take responsibility for team performance, results and skills development
• Help organize work and plan operational activities for the unit
• Coach and guide team members in making strategic decisions on highly complex claims
• Work closely with life and health insurance claims teams to ensure claims are managed efficiently and consistently
• Develop, implement and monitor the unit’s action plan
• Define and enhance the unit’s services to maximize business results and client satisfaction
• Identify opportunities for improvement and implement innovative solutions promoting operational efficiency and continuous improvement
• Implement management practices supporting engagement, talent development, diversity, employee attraction and retention, and change management
• Ensure sound management of individual and team performance and effective reporting

Section Manager – Contested Matters

Risk

• 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
• Prevent, analyze and develop guidelines for suspicious and fraudulent transactions
• Assist with compliance, internal controls, crisis management, and the security of personal information and property
• Lead complex and innovative development projects and strategic initiatives
• Coordinate with stakeholders across multiple fields

Senior Advisor, Operational Risks

Insurance

• Set renewal rates by analyzing claims experience and market trends, explaining and supporting renewal decisions, and recommending pricing for additional coverage options
• Respond to client inquiries about pricing and plan performance
• Set pricing for new group insurance contracts and answer financial questions related to requests for specifications
• Review financial statements for group financial arrangements in line with contractual agreements
• Draft and update financial agreements
• Ensure pricing targets are met in terms of growth and profitability
• Work closely with the internal business development team and other internal teams, including case management and group administration
• Lead practitioners on development projects and innovative, complex strategic initiatives
• Serve as a specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Group Insurance Pricing 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 delivering the application and technology component of innovative, large-scale projects
• Ensure timelines and budgets are respected
• Ensure availability of technology platforms needed to deliver projects and operate solutions after delivery
• Plan, prioritize and coordinate work to meet objectives
• Ensure quality of deliverables and performance and engagement of contributors
• Plan deliverables for the application and technology component
• Estimate project costs, accounting for issues, complexity, practitioners and tie-ins with other projects
• Ensure team performance and quality control and identify project-specific standards, methods and procedures
• Coordinate deliverables and ensure agreements, budgets, timelines, performance and priorities are aligned
• Analyze risks and impacts and develop strategies to address them
• Work with the project leader to manage change requests, solution testing and implementation strategy
• Ensure availability of the application layer of infrastructure platforms

Delivery Coordinator, Project Management

• Develop strategies and build strong relationships to establish intervention plans facilitating insured individuals’ recovery and timely, sustainable return to work
• Communicate by phone and mail with various parties to understand the absence context and communicate decisions to insured individuals and policyholders
• Approve and adjudicate claims
• Process waivers of premium
• Establish benefit amounts and payable periods
• Process payments and complete necessary follow-ups
• Prepare documents for rehabilitation coordinator claimant interviews
• Review claims with medical consultants and the legal department as required
• Process disability claims according to group insurance contract terms

Disability Case Manager

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of members’ and clients’ immediate needs by offering simple and rapid solutions in investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide significant business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on members’ and clients’ needs and current strategies and practices
• Tailor the approach based on members’ and clients’ needs
• Handle client requests, perform tasks and research, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Recommend solutions that meet members’ and clients’ needs and expectations
• Help members and clients choose and use tools and channels based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives