Desjardins

Business Development Rep

• Advise practitioners and help evaluate business and partnership opportunities to boost the organization’s development and profitability
• Help members, clients and stakeholders position, plan, develop, execute and monitor strategic initiatives
• Support member, client and stakeholder development, retention and satisfaction
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
• Serve and maintain business relationships with members and clients
• Sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
• Lead clients and practitioners on sales and service development projects, initiatives and activities
• Develop and maintain business partnerships with important clients with complex, diverse needs
• Analyze complex problems and develop and implement personalized solutions tailored to client needs
• Serve as specialist and resource person for the unit, members and clients
• Represent the unit before decision-making bodies
• Help represent Desjardins and enter the organization into important agreements with clients

Senior Advisor, Business Development, Sales Support

Advisor

• 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 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 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

Attorney

• Institute the compliance framework and enforce related rules
• Help ensure officer and employee behaviours comply with organizational standards
• Serve as a technical collaborator and provide discipline-specific support for unit activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Carry out technical tasks, studies, research and analysis
• Serve as a resource person for submitting solutions and action plans
• Provide technical support for projects and operational issues
• Ensure information quality and accuracy
• Produce management reports to update recommendations, determine courses of action, monitor activities and enforce rules
• Respond to requests for information
• Help clients and practitioners follow unit standards, processes and procedures and use its tools and systems

Technician, Legal and Regulatory Compliance

• Advise practitioners and help evaluate business and partnership opportunities to boost the organization’s development and profitability
• Help members, clients and stakeholders position, plan, develop, execute and monitor strategic initiatives
• See to member, client and stakeholder development, retention and satisfaction
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
• Serve and maintain business relationships with members and clients
• Sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
• Lead clients and practitioners on sales and service development projects, initiatives and activities
• Develop and maintain business partnerships with important clients with complex, diverse needs
• Analyze complex problems and develop and implement personalized solutions tailored to client needs
• Serve as specialist and resource person for the unit, members and clients
• Represent the unit before decision-making bodies
• Help represent Desjardins and enter the organization into important agreements with clients

Senior Advisor, Business Development and Sales Support

• 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
• Serve as project coordinator 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 across channels, solutions, and projects
• 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 and provide a consistent, strategic approach to regulatory engagement
• Lead monthly Federal Working Group meetings and foster collaboration 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, evaluate their impact on Collabria’s business model, and recommend proactive, risk-informed strategies
• Ensure non-conformities are addressed through mitigation measures or formally accepted internal risk-taking for new product launches and relaunches of existing products

Senior Advisor, Credit Cards, Performance and Portfolio Management

Financial Planning and Analysis

• Prepare, analyze, disclose and monitor financial statements for 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 organizational objectives and priorities
• Diagnose issues, challenges and needs to determine target outcomes
• Perform, validate and analyze accounting and financial transactions while ensuring data completeness and compliance with accounting policies and standards
• Develop and help implement objectives, solutions and action plans
• Carry out specialized analysis and make recommendations to develop organizational best practices
• Ensure compliance with regulations, financial governance rules, and tax and accounting standards
• Coordinate and interact frequently with stakeholders in other fields

Financial Disclosure Advisor

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 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
• Manage sales or operations activities or a support sub-function offering specialized services to the sector
• Administer the group’s service offer, develop and implement its business plan, and oversee activities supporting strategic orientations
• Manage people and performance, produce reports, and ensure member/client satisfaction

Technical Project Manager

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

IT Project 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

• 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
• 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

General Counsel

• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Design, update, implement and monitor complex action plans, programs, solutions and tools related to legal and regulatory compliance
• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Develop and update policies, standards, models and programs to support strategic projects and initiatives
• Offer legal and regulatory compliance programs to internal employees to promote a culture of ethics and compliance
• Represent the unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations
• Coordinate with stakeholders across multiple fields
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Advisor, Legal and Regulatory Compliance

Scrum Master

• Help the Scrum team implement and use the Agile approach for major projects
• Assemble and assist the project’s Scrum team and facilitate meetings
• Ensure that product/process representatives and the project team understand and fulfill their respective roles
• Ensure the Scrum team is functional, productive, well organized, and compliant with Agile values
• Establish and monitor performance indicators
• Ensure transparency on work progress and follow up on problems raised by the team
• Ensure consistency between sprint backlog tasks and product backlog commitments
• Help the product owner maximize return on investment, meet objectives, and manage the product backlog
• Handle quality control for the product backlog and sprint-related meetings
• Advise and coach clients and partners on Agile delivery mandates
• Develop recommendations, solutions, and action plans aligned with organizational objectives
• Help the team solve complex business problems
• Coordinate with stakeholders across complementary areas of expertise

Scrum Master, Project Management

Insurance

• Advise clients and partners to help them position, plan, develop, execute and monitor strategic property and casualty insurance projects and initiatives
• Develop and update policies, standards, models and programs to support strategic property and casualty insurance 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
• Provide advice and support on the rollout and integration of programs, systems, products and management tools
• Lead complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies
• Coordinate with stakeholders across multiple fields

Senior Advisor, P&C Insurance

• Assist with analysis, research and development to recommend risk management and supervision strategies and priorities
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Help develop and recommend strategic directions and business positions
• Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives
• Interact with stakeholders working in a wide range of other fields
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies
• 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
• Identify, analyze, diagnose and address 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

Senior Advisor, Risk Management

• Assist with analysis, research and development to recommend risk management and supervision strategies and priorities
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Help develop and recommend strategic directions and business positions
• Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives
• 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
• Identify, analyze, diagnose and address 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
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies