Desjardins

Manager

• Support the immediate supervisor by helping to develop business strategies aligned with Desjardins’s strategic priorities and unit challenges
• Ensure service quality and business relationships, and manage the member/client experience
• Implement and monitor action plans to achieve target results
• Establish management and communication practices supporting talent acquisition, talent management, team synergy and change management
• Lead, coach and motivate the team to develop skills, increase engagement and empower employees
• Implement and develop a competitive, profitable service offer with partnerships across the organization
• Ensure process efficiency and continuous improvement, and increase profitability
• Promote the Desjardins brand and strengthen the organization’s community roots
• Uphold Desjardins’s cooperative values
• Strategically and operationally manage a team selling financial products and services
• Build and maintain long-term relationships with members and clients
• Prepare and monitor a business plan addressing priorities, challenges and objectives
• Ensure sector performance and sound, prudent risk management
• Follow up on results and manage employee and department performance
• Oversee employee skills development and ensure high-quality service
• Serve as coach and provide advisory services and recommendations based on member and client needs

Market Development Manager

Administrative Assistant

• Carry out secretarial tasks, including drafting, revising, updating and formatting documents for various departments
• Carry out internal administrative tasks, including sales tracking, dashboards, expense reports, inventory management and performance reviews
• Help the vice-president manage their agenda, mail, emails and phone calls
• Coordinate preparation of deliverables for decision-making bodies
• Plan and attend management committee and other meetings
• Draft reports and minutes and follow up as needed
• Handle the unit's budget process, prepare budgets, and identify and explain variances
• Provide administrative and secretarial support to a vice-president and other unit members
• Coordinate, plan and prioritize management activities and interact with stakeholders

Financial Planning and Analysis

• 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 for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide 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

Client Financial Services Agent

General Counsel

• Independently carry a case load of litigation files from start to finish
• Defend auto claims, accident benefits, bodily injury, commercial lines, property, subrogation, and coverage matters
• Provide assessments to claims partners on liability and quantum of damages
• Draft opinions, pleadings, and motions
• Conduct Examinations for Discovery
• Attend case-conferences, Licence Appeal Tribunal (LAT) hearings/arbitrations, motions, pre-trials and trials
• Share and contribute to the growth of legal knowledge with colleagues
• Deliver exceptional client experience and superior legal services
• Collaborate with colleagues and contribute to a team-oriented legal environment

Junior Claims Legal Counsel

• Lead the department and manage a team dedicated to selling financial products and services
• Build and maintain long-term business relationships with members and clients
• Develop and monitor a business plan addressing priorities, challenges and objectives
• Ensure sector performance and sound, prudent risk management
• Follow up on results and manage department performance
• Oversee employee skills development and ensure high-quality service
• Coach team members and provide advisory services and recommendations
• Help develop business strategies aligned with Desjardins’s strategic priorities
• Ensure service quality, business relationships and member/client experience
• Implement and monitor action plans to achieve target results
• Promote talent acquisition and management, team synergy and change management
• Lead, coach and motivate the team to develop skills, boost engagement and empower employees
• Implement and develop a competitive, profitable service offer with partnerships
• Ensure process efficiency and continuous improvement, and boost profitability
• Promote the Desjardins brand and strengthen the organization’s community roots
• Uphold Desjardins’s cooperative values

Data Scientist

• Provide data needed to make business decisions, develop solutions and services adapted to business issues, and understand member and client behaviour
• Lead internal and external stakeholders in model development projects and complex strategic interventions in advanced analytics and artificial intelligence
• Mine multiple data sources to solve highly operationally and conceptually complex business problems
• Serve as an expert advisor and subject matter expert on data use for stakeholders, and as a resource person and coach for decision-making bodies
• Oversee data mining, evaluation, feature engineering, quality inspection and adjustment of available data, and predictor selection for complex predictive modeling mandates
• Analyze client and partner business needs, generate hypotheses, lead mandates, coordinate operationalization and rollout
• Apply advanced statistical, machine learning and artificial intelligence methods; develop and optimize models and segmentations
• Create programming to prepare and mine data; develop, evaluate, support, roll out and manage highly complex models
• Prepare presentations and data visualizations to support business decisions and present them to management
• Draft guidelines and data modelling methods, support documentation, and prepare and deliver training
• Identify opportunities to improve rules and systems, anticipate impacts of changes, and enhance data management tools
• Interact with stakeholders across a wide range of fields to understand and communicate issues and influence decision-making

Data Scientist, Data Valorization

• Independently carry a case load of litigation files from start to finish
• Defend auto claims, accident benefits, bodily injury, commercial lines, property, subrogation, and coverage matters
• Provide assessments to claims partners on liability and quantum of damages
• Draft opinions, pleadings, and motions
• Conduct Examinations for Discovery
• Attend case-conferences, Licence Appeal Tribunal (LAT) hearings/arbitrations, and Court for motions, pre-trials, and trials
• Share and contribute to the growth of legal knowledge with colleagues
• Collaborate with the team to deliver exceptional client experience and superior legal services

Agent

• Support members and clients by telling them existing applications and technological tools 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
• Monitor and process transactions required to settle fraud or irregularity cases
• Stay on top of the latest standards, products and services in the field
• Uphold compliance, security and risk management standards
• Welcome members and clients, listen to and address their needs, and support their financial empowerment
• Support and advise members and clients on available financial products and services and promote distribution channels
• Open accounts and help with financial transactions while offering personalized solutions
• 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 go smoothly and address issues that arise
• Provide information and support on technology use, including prevention and safety advice

Advisory Agent, Member and Client Experience

Account Manager

• Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services
• Act as an account manager and key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with, products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare integrated service offerings
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions to increase business volume, support sound risk management, improve portfolio profitability and strengthen business relationships
• Identify business development opportunities to increase competitiveness of products and services
• Execute promotional activities and participate in targeted public relations activities and the business community
• Address client and member needs, seize business opportunities and refer them to the appropriate person when needed
• Comply with applicable policies, practices, standards and laws governing financial product and service distribution
• Provide sound and prudent risk management for assigned portfolios

Account Manager, Commercial Market

Analyst

• Analyze and identify user needs and work on complex mandates to collect, process and analyze data, taking into account the specifics of their operationalization and ensuring coordination during the rollout
• Develop and improve reports and tools for interpreting operationally and conceptually complex data to influence the sector's strategic decision-making
• Target opportunities to improve work methods and processes, and recommend improvements to data management tools
• Serve as specialist advisor to help teams understand and prioritize their needs, and identify solutions in terms of collecting, processing, analyzing and interpreting data
• Perform descriptive and diagnostic data analyses for a wide range of complex mandates and make recommendations to the relevant decision-making bodies from a data collection, processing and analysis perspective
• Serve as a data use specialist advisor and subject matter expert for various stakeholders, and as a resource person and coach for decision-making bodies
• Interact with stakeholders in other fields to understand and communicate issues, and influence decision-making

Data Valorization Analyst

• Welcome members and clients, listen to and address their needs, and support their financial empowerment
• Support and advise members and clients on financial products and services and promote available distribution channels
• Open accounts and assist with financial transactions while offering personalized solutions
• Identify business opportunities and refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions and their use
• Ensure financial transactions run smoothly and address issues that arise
• Provide information and support on technological tools, including prevention and safety advice
• Explain applications and technological tools that enable members and clients to complete transactions independently
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities; monitor and process transactions needed to settle their cases
• Stay current on standards, products and services
• Uphold compliance, security and risk management standards

• Analyze and identify user needs and work on complex mandates to collect, process and analyze data, taking into account operationalization specifics and ensuring coordination during rollout
• Develop and improve reports and tools for interpreting operationally and conceptually complex data to influence strategic decision-making
• Target opportunities to improve work methods and processes, and recommend improvements to data management tools
• Serve as specialist advisor to help teams understand and prioritize needs, and identify solutions for collecting, processing, analyzing and interpreting data
• Perform descriptive and diagnostic data analyses for complex mandates and make recommendations to decision-making bodies from a data collection, processing and analysis perspective
• Collect, process, analyze and interpret data from different channels to support informed business decisions
• Lead stakeholders in projects involving analytical solutions and complex strategic data interventions
• Serve as a data use specialist advisor, subject matter expert, resource person and coach for decision-making bodies

• 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
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships, assess 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

Communications

• Promote the organization’s projects, policies and programs by designing and developing communications
• Share communications within Desjardins Group and with its members and clients
• Establish and promote the organization’s online brand image
• Create, manage and update social and digital media communications
• Serve as social media community manager
• Advise clients and partners on small- to medium-scale print media initiatives
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• Diagnose issues, challenges and needs related to communications projects
• Help develop and implement objectives, solutions, policies, programs and action plans
• Analyze information and client requests, conduct studies and write reports
• Make recommendations and collaborate with stakeholders in other fields

Communications 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
• 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