Desjardins

Controller

• Control and coordinate projects within the project management function
• Work in a hybrid arrangement
• Contribute to an equitable, diverse, inclusive and accessible workplace

Project Controller

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 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, assess satisfaction and service quality, follow up and identify improvement areas
• Stay up-to-date on financial services industry trends and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

Support Engineer

• Manage the caisse's computer equipment, IT systems and technological equipment
• Provide technological support to users
• Administer the MIC platform, including server operations, automatic system verification, access groups, backup maintenance and file recovery
• Perform basic network activities, including password reactivation, new-user configuration and regular maintenance
• Manage desktops, laptops, printers, telephone systems, cell phones and alarm systems
• Produce and transmit incident reports, conduct follow-up, and compile service-standard statistics
• Inform the Help Desk Services team of required computer-equipment changes
• Activate, configure, maintain and repair systems and technological equipment
• Analyze equipment needs, propose acquisition and disposal solutions, and follow up
• Support users in optimizing systems and equipment use, resolve issues, escalate complex problems and follow up
• Develop and propose simple user training activities
• Participate in desktop-system deployment and upgrade planning and implementation
• Apply computer-security standards, procedures, advice and recommendations
• Oversee the flow of technical information needed for platform operation
• Manage and update Web and platform applications, profiles, standardized groups and user IDs
• Manage application licences and associated costs

Technical Support Agent

Agent

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
• Stay on top of the latest standards, products and services in the field
• Adhere to compliance, security and risk management rules
• Support and provide advice to members and clients about banking transactions
• Promote Desjardins products, services, and available distribution channels
• Offer personalized financial solutions and identify business opportunities
• Refer members and clients to colleagues with specialized expertise
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, including prevention and safety advice

Advisory Agent, Member and Client Experience

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
• Stay on top of the latest standards, products and services in your field
• Adhere to compliance, security and risk management rules
• Support and provide advice to members and clients about their banking transactions
• Promote all Desjardins products and services, and the various distribution channels available
• Offer members and clients personalized solutions based on their needs
• Identify business opportunities and refer members and clients to colleagues with specialized expertise
• Advise members and clients on the use of digital solutions
• Ensure financial transactions go smoothly and address issues that may arise
• Provide information and support on technological tools, including prevention and safety advice

Advisory Agent – Member and Client Experience

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
• Stay on top of the latest standards, products and services in the field
• Adhere to compliance, security and risk management rules
• Support and provide advice to members and clients about banking transactions
• Promote Desjardins products, services and available distribution channels
• Offer personalized solutions based on members' and clients' needs
• Identify business opportunities and refer members and clients to colleagues with specialized expertise
• Advise members and clients on digital solutions and technological tools
• Ensure financial transactions proceed smoothly and address issues that arise

Operations

• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Analyze client needs and advise clients to help them position, plan, develop, execute and monitor strategic projects and initiatives
• Guide the analysis work of development teams and solve operational issues during projects
• Ensure proposed solutions are consistent with user needs, system architecture constraints and other restrictions
• Update policies, standards, models, operational solutions and programs to support 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
• Design, configure, administer, maintain and upgrade computer networks, management systems and database servers

Senior Advisor, System and Infrastructure Operations – Maintenance and Development

Financial Crime

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices
• Analyze member/client needs and recommend personalized solutions
• Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
• Develop and maintain personal business relationships with clients who have complex, diverse needs
• Advise and assist current and potential members and clients
• Represent Desjardins and enter the organization into agreements with clients
• Establish and negotiate product and service terms in accordance with standards and procedures
• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Establish and maintain relationships with referral sources
• Help target and analyze potential member/client files
• Act on business opportunities and present information to partners so members and clients can reach their financial goals
• Monitor the industry to identify business development opportunities and stay on top of new products and trends

Financial Security Advisor, Life and Health Insurance

• Develop and maintain lasting, 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
• Provide financing solutions for affluent individuals and businesses
• Recommend loans and insurance products
• Serve as a financing expert advisor and resource person
• Apply cross-sector strategies to financing and authorize credit according to established rules
• 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 improvement areas
• Stay current on financial services industry developments, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor, Assigned Clientele

Manager

• Support the immediate supervisor by helping with work organization and operational planning for the unit
• 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 to maximize targeted business results and ensure member and client satisfaction
• Support the administrative unit’s action plan by successfully managing individual and team performance
• Promote Desjardins Group’s cooperative values
• Continuously improve the management of processes under your responsibility
• Oversee the group’s service offer and develop and implement its business plan
• Manage people and performance, produce reports, and ensure member/client satisfaction

Section Manager

• Manage the caisse's computer equipment, IT systems and technological equipment
• Provide technological support to users
• Perform MIC platform administration, including server shutdown and start-up, automatic system operation verification, access group management, backup unit maintenance and file recovery
• Perform basic network activities, including password reactivation, new-user configuration and regular maintenance procedures
• Manage desktops, laptops, printers, telephone systems, office phones, cell phones and alarm systems
• Produce and transmit reports concerning problems encountered and perform follow-up activities
• Compile statistics and data regarding service-standard observance
• Inform Help Desk Services of required computer-equipment changes
• Activate, configure, maintain and repair systems and technological equipment
• Analyze equipment needs, propose solutions and acquisition/disposal procedures, and perform follow-up
• Act as an IT and technology expert for users, optimize their use of systems and equipment, solve problems, refer complex issues and follow up
• Develop and propose simple training activities for users
• Participate in planning and implementing desktop-system deployments and upgrades
• Apply computer-security standards, procedures, advice and recommendations
• Oversee technical information flows required for platform operation
• Manage and update Web and platform applications, profiles, standardized groups and user IDs
• Manage application licences and associated costs

Data Scientist

• Design, calibrate and refine advanced financial crime analytics models by contributing to improvements in the monitoring system
• Contribute to the FCP analytical strategy and ensure the performance, robustness and compliance of models
• Ensure documentation, governance and compliance of models
• Serve as an expert with partners to explain methodologies, recommend solutions and support decision making
• Participate in the modernization and industrialization of the analytics ecosystem
• Monitor trends in analytics and integrate best practices and innovations
• Collaborate with IT, operations and compliance teams to ensure overall consistency of the FCP system

Financial Crime Data Scientist

• Support members and clients with technological tools and applications for self-service transactions
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
• Stay current on standards, products and services
• Promote Desjardins products, services and distribution channels
• Provide personalized financial guidance and support for banking transactions
• Identify business opportunities and refer members and clients to specialized colleagues
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, prevention and safety

Software Engineer

• Develop complex execution strategies, and analyze, design and document business products and solutions
• Analyze and develop software products, including design, coding, automation and testing
• Apply development, data and security best practices
• Write procedures, guidelines and development methods
• Help develop documentation for peer and user training
• Co-create with business partners and architects to standardize solutions
• Identify system optimization opportunities and assess impacts
• Analyze, diagnose, follow up on and resolve highly complex operational and conceptual problems during major incidents
• Lead software package installations and testing
• Lead in-house application deployment

Programmer Analyst – System and Infrastructure Operations, Maintenance and Development

• Analyze and authorize disbursements while ensuring compliance with conditions arising from financing applications
• Contact members and clients to follow up on conditions prerequisite to disbursement
• Work closely with colleagues and partners involved in financing files
• Assist the manager in keeping documentation up to date
• Assist with employee coaching and training
• Complete the disbursement roadmap and validate guarantees
• Prepare activity plan for BBO SSC to handle disbursement
• Finalize files by archiving and following up on missing documents
• Comply with current policies, practices, standards, and applicable legislation

Project Controller

Personal Finance Advisor

Technical Support Agent

Advisory Agent, Member and Client Experience

Advisory Agent – Member and Client Experience

Advisory Agent, Member and Client Experience

Senior Advisor, System and Infrastructure Operations – Maintenance and Development

Financial Security Advisor, Life and Health Insurance

Personal Finance Advisor, Assigned Clientele

Section Manager

Technical Support Agent

Financial Crime Data Scientist

Advisory Agent, Member and Client Experience

Programmer Analyst – System and Infrastructure Operations, Maintenance and Development

Disbursement Control Agent – Business