Desjardins

Operations

• Act as an intermediary between business and technology teams to gather, analyze and document business and functional needs
• Analyze business processes and recommend solutions to improve operational efficiency and business value
• Translate business needs into user stories, business rules, functional specifications and other implementation deliverables
• Prepare impact analyses, process diagrams and functional documentation
• Collaborate with developers, quality specialists, architects and business partners throughout the delivery cycle
• Analyze, design, plan and implement Guidewire solutions
• Define test cases and support functional validation and user acceptance activities
• Follow up on incidents, change requests and functional issues
• Help resolve production issues and provide user support
• Participate in Agile ceremonies and continuously improve delivery processes, practices and methods
• Serve as a systems specialist for the unit, clients and practitioners

Analyst, System and Infrastructure Operations, Maintenance and Development

Financial Planning and Analysis

• 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 organizational 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 organizational best practices
• Ensure compliance with regulations, financial governance rules, and tax and accounting standards
• Coordinate frequently with stakeholders working in other fields
• Help solve complex problems using analytical skills and extensive knowledge of the line of business

Financial Disclosure Advisor

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, and 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 achieve business centre objectives, including increased business volume, sound risk management, portfolio profitability and stronger business relationships
• Identify business development opportunities to increase the 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
• Adhere to applicable policies, practices, standards and laws governing financial product and service distribution
• Provide sound and prudent risk management for all responsible portfolios

Account Manager, Real Estate Market

Advisor

• 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 closely with affluent individual members and business owners
• Develop strategies and recommend investments, loans, and insurance products
• Serve as an expert advisor and resource person in savings and investments
• 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

Wealth Management Advisor

Compliance

• Serve as the senior compliance officer for the distribution of savings and investment products
• Prepare reports and present them to the relevant bodies
• Liaise with relevant Desjardins components
• Manage activities related to operational risk, including risk and control self-assessment, the input of operational losses, the business continuity plan and information security
• Monitor the internal control system
• Ensure that supervisory controls are completed and be responsible for execution quality
• Complete certain supervisory controls
• Help managers identify and implement corrective measures
• Ensure that activities related to money laundering and terrorist financing legislation (PCMLTFA) are carried out
• Comply with policies, practices and standards, as well as legislation governing the distribution of financial products and services
• Conduct operational and preliminary analyses, provide oversight and prevention, support professionals, prepare opinions and implementation plans, interact with stakeholders, and assist clients and partners

Control, Risk and Compliance Analyst

• 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 solutions related to investment, financing and protection
• Ensure member/client satisfaction and service quality according to 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
• Handle client requests, perform tasks and research, and recommend appropriate solutions
• Help colleagues manage their agendas and emails
• Recommend solutions that meet members’ and clients’ needs and expectations
• Help members and clients choose and use tools and channels according to their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

Quality Control

• Serve as a technical expert and coach to automobile appraisers in the claims–automobile appraisal department
• Improve and upgrade quality assurance tools
• Update and standardize claims and client experience policies
• Develop and present suitable training for appraisers
• Analyze and help diagnose issues
• Provide opinions in accordance with the discipline’s rules
• Develop recommendations and implementation plans
• Develop tools, methods and processes
• Update audit tools used to reduce settlement costs and evaluate how claims are handled
• Review claims, identify shortcomings, prepare reports and recommendations, and advise on implementation
• Help prepare and update competency plans
• Help analyze and standardize the application of claims policies
• Provide discipline-specific support to the unit, clients and partners
• Help improve client experience, control leaks, and reduce claims costs

Quality Control Advisor, QCA

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
• 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 and influence clients and practitioners on sales and service development projects, initiatives and activities
• Analyze complex problems and develop and implement personalized solutions tailored to client needs
• Represent the unit before senior management committees and decision-making bodies
• Represent Desjardins and enter the organization into important agreements with clients
• Establish and negotiate product and service terms

Senior Advisor, Business Development and Sales Support

• 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 and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization
• Boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction
• Develop and maintain business partnerships with prestige and key clients who have complex, diverse needs
• Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
• Serve as expert for the unit, members and clients
• Represent the unit before senior management committees and decision-making bodies
• Represent Desjardins and enter the organization into important agreements with clients
• Establish and negotiate product and service terms
• Advise practitioners and help evaluate business and partnership opportunities
• Help members, clients and stakeholders position, plan, develop, execute and monitor strategic initiatives
• Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends and make recommendations

• Support members and clients with their operations and transactions
• Inform members and clients about digital applications and technology tools to promote self-service
• Contribute to business development and the maintenance of business relationships through the delivery of services and activities
• Support members and clients who have experienced fraud or irregularities and refer them to designated partners
• Stay up to date on developments related to standards, products, and services within the area of activity
• Comply with compliance, security, and risk-management rules

Member and Client Experience Advisor

Security Engineer

• Develop and optimize security measures aligned with corporate objectives
• Plan, implement and oversee security best practices to strengthen Desjardins's security posture
• Help develop the Desjardins Group Security Office's priorities and governance
• Work across security specialties including personal information and data protection, information security, physical security, and financial crime and fraud prevention
• Advise and assist clients and partners on major security-related initiatives and development projects
• Propose solutions to improve or optimize standards, policies and programs
• Identify and assess risks
• Serve as integrator for projects, processes and initiatives
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Diagnose issues, risks, needs and challenges to determine target outcomes
• Analyze data and conduct studies and make recommendations
• Design, update, implement and monitor legal and regulatory compliance action plans, programs, processes, solutions and tools
• Help train internal practitioners, raise awareness and communicate information
• Support outreach activities for internal and external partners and practitioners
• Coordinate with stakeholders working in other fields

Security Advisor

Assistant

• Manage and follow up on the general manager's schedule, phone calls, emails, and mail, based on established priorities
• Process a variety of requests according to general instructions
• Consult, consolidate, and assemble strategic documents
• Establish priorities and make recommendations required for delivering strategic documents
• Coordinate the delivery of files to the Management Committee, Board of Directors, Board of Supervision, Board of Ethics, and other committees
• Prepare for and attend management and board meetings
• Take meeting minutes and follow up on resulting business
• Organize logistics for team meetings, committees, general meetings, training courses, telephone conferences, travel, and public relations activities
• Support coordination of internal caisse communications
• Perform internal management administrative tasks, including tracking sales, maintaining the scorecard, monitoring expense accounts, managing inventory and equipment, and conducting performance evaluations
• Manage documents and update general management records in accordance with current practices and regulations
• Draft, format, update, create, and revise information documents for the general manager
• Support the general manager in retrieving information, carrying out business processes, and using information systems

General Management Assistant

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets
• 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 involving multiple sectors
• Develop and recommend strategic directions and business positions
• Make recommendations on the planning and execution of complex projects and initiatives
• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, and programs
• Identify, analyze, and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as expert advisor, subject matter expert, resource person, and coach for senior management and decision-making bodies

Senior Advisor, Business Strategies

• 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 involving multiple sectors
• Develop and recommend strategic directions and business positions
• Recommend planning and execution of complex operational and conceptual projects and initiatives
• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets
• Identify opportunities to improve service delivery
• Design and deliver business strategies and solutions aligned with business architecture
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• 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 on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs
• 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
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies