Desjardins

Vice President

• Develop tools, quantitative models and analytical solutions supporting trading, risk management and equity financing activities
• Build capabilities for non-linear derivatives flow activities, including options and light exotics, and equity financing products (Delta One)
• Conduct applied research on modelling market parameters used in equity derivatives valuation
• Perform historical quantitative analyses to improve derivatives inventory and portfolio market-risk hedging strategies
• Contribute to development, validation and production implementation of market parameters for derivatives valuation and risk management
• Develop tools for position reconciliation, market-data validation and risk controls
• Implement automated alerts monitoring corporate events, mispricing and operational anomalies affecting the portfolio
• Enhance front-office infrastructure and implement a consolidated view of positions and risks
• Work with desk members to understand trading strategies and associated risks
• Participate in market analysis and identify trading opportunities
• Contribute to portfolio risk management, including pricing, trading and rebalancing
• Assume increasing responsibility for decision-making and desk business development as activity evolves

Vice-President, Equity Derivatives & Analytics

Advisor

• 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 to help members and clients reach financial and personal goals
• 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 as a business relationship leader
• Work closely with expert professionals and specialized partners to implement the 360° approach
• 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 meeting 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
• Represent Desjardins and enter the organization into agreements with members and clients
• Establish and negotiate product and service terms
• Mentor and coach members of the team

Wealth Management Senior Advisor

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 terms
• Monitor the industry to identify business development opportunities
• Take an active role in public relations activities
• Maintain a presence in the business community
• Advise and assist clients and practitioners
• Represent Desjardins and enter the organization into important agreements with clients

Account Manager, Business

Financial Planning and Analysis

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Address the immediate needs of members and clients by offering simple and rapid solutions related to investment, financing and protection
• Support 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 member and client 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 level of independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

Agent

• Advise members and customers on banking transactions
• Promote Desjardins products and services
• Help members use technological tools safely and independently
• Welcome members and customers warmly and courteously
• Quickly ascertain members' and customers' needs and direct them to appropriate individuals or alternative distribution channels
• 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
• Collaborate with personal finance advisors to improve service offered to members

Advisory Agent – Member and Client Experience

• 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, savings and investments
• Develop high-level financial strategies
• Work with expert professionals and specialized partners to implement the 360° approach
• 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 investment trends
• 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
• Represent Desjardins and enter the organization into agreements with members and clients
• Establish and negotiate product and service terms
• Mentor and coach team members

Senior Wealth Management Advisor

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Welcome members and customers warmly and courteously, quickly ascertain their needs, and direct them to individuals who can assist them or to alternative distribution channels
• 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
• Work in collaboration with personal finance advisors and improve the service offered to members
• Advise members and customers on banking transactions and promote Desjardins products and services
• Act as an ambassador for digital solutions and help members use technological tools safely

Advisory Agent, Member and Client Experience

• 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 to help members and clients reach their financial and personal goals
• 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 as a business relationship leader
• 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

Analyst

• Collect, process, analyze and use data from different channels
• Extract, describe, analyze and interpret data needed to make informed business decisions
• Clarify needs, analyze and use data, and generate reports for teams' operations
• Identify, analyze and document users' data needs and help operationalize solutions
• Use database management systems to generate and update reports
• Identify opportunities to improve work methods and develop data management tools
• Provide advice for selecting, implementing and using data management tools
• Identify, prepare, describe, interpret and validate data needed for analyses
• Make suitable recommendations to support decision-making
• Provide data use guidance and support to stakeholders
• Interact with stakeholders in other fields to identify needs and present analysis results

Data Valorization Analyst

Manager

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• 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 and ensure entrusted projects are carried through to maximize targeted business results and member and client satisfaction
• Support the administrative unit’s action plan by successfully managing individual and team performance
• Continuously improve the management of processes under your responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence

Technical Project Manager

• Join the candidate pool for IT project management positions and potentially be contacted by the recruitment team
• Work closely with the project manager, PO and scrum master assigned to the teams
• Identify key contributors and ensure their work aligns with the team
• Interact with stakeholders across a wide range of fields
• Follow up on and report project progress
• Help eliminate team roadblocks, risks and external issues
• Contribute flexibly to all team work, including tasks outside the main role
• Work on technology, compliance, risk, treasury, finance, communication, human resources, payment, personal financing, digital application, mortgage financing, distribution network, operations, client relations, CRM, business intelligence and analytics projects

IT Project Manager

• Prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting
• Advise and assist clients and partners as part of intervention and development initiatives
• Propose solutions to improve or optimize standards, procedures, controls and tools
• Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
• Diagnose issues, challenges and needs to determine target outcomes
• Perform, validate and analyze accounting and financial transactions while ensuring data is complete and compliant with accounting policies and standards
• Develop and help implement objectives, solutions and action plans
• Carry out specialized analysis and make recommendations to develop best practices
• Ensure compliance with regulations, financial governance rules, and tax and accounting standards
• Coordinate and interact with stakeholders working in other fields
• Help solve complex problems using analytical skills and extensive knowledge of the line of business

Financial Disclosure Advisor

• Support the immediate supervisor by helping with work organization, operational planning and special initiatives
• 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 and ensure entrusted projects are carried through so as 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
• Continuously improve the management of processes under your responsibility
• Promote Desjardins Group’s cooperative values
• Represent the organization and conduct business intelligence

Operations

• Ensure the completion of the unit's administrative business processes
• Perform analysis
• Produce or revise reports and statistics
• Carry out various administrative, operational and quality controls
• Take corrective measures and carry out the required follow-ups
• Provide support to users in the efficient use of tools and systems
• Perform administrative tasks related to data entry, extraction, processing, compilation and coding
• Provide information related to policies, programs and processes in the field
• Prepare or revise presentations and related documents
• Help process and analyze information, solve problems and prepare recommendations
• Help users operate tools and systems effectively

Office Operations Agent

• Lead the development of comprehensive business plans across consumer and business portfolios
• Develop forecasts for consumer and business portfolios, ensuring accuracy and alignment with strategic objectives
• Lead monthly, quarterly, and annual business reviews with senior stakeholders, providing insights on performance, risks, and opportunities
• Coordinate projects to drive closure of variances identified through KPI reviews and follow through on activities to improve performance
• Improve the efficiency and profitability of activities to achieve execution-plan targets
• Identify initiatives to generate revenue, reduce costs, and increase efficiency
• Ensure ongoing compliance with provincial and federal regulatory obligations
• Strengthen Collabria’s federal partner support framework for strategic regulatory engagement
• Lead monthly Federal Working Group meetings on compliance priorities
• Collaborate with internal teams and credit union partners to design and implement action plans addressing requirements
• Monitor and analyze changes in federal laws and regulations and recommend proactive, risk-informed strategies
• Ensure non-conformities are addressed through mitigation measures or formally accepted internal risk-taking for new and relaunched products

Vice-President, Equity Derivatives & Analytics

Wealth Management Senior Advisor

Account Manager, Business

Client Financial Services Agent

Advisory Agent – Member and Client Experience

Senior Wealth Management Advisor

Advisory Agent, Member and Client Experience

Senior Wealth Management Advisor

Data Valorization Analyst

Manager

IT Project Manager

Financial Disclosure Advisor

Manager

Office Operations Agent

Senior Advisor, Credit Cards, Performance and Portfolio Management