Desjardins

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
• 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 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

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

• Handle client requests, perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
• Seize business opportunities and participate in sales development initiatives
• 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
• Provide business development support and help advisors maintain business relationships

Client Financial Services Agent

Operations

• Design, configure, administer, maintain, upgrade and test the quality of business solutions, computer networks, management systems, programs and database servers
• Analyze and diagnose complex issues related to IT deliveries, rollouts, infrastructure operations, controls and quality assurance
• Provide opinions in accordance with discipline rules and recommend solutions to improve and optimize standards, policies and programs
• Propose implementation plans
• Help establish and implement a quality assurance strategy for business solutions in a medium- to large-scale focus area
• Coordinate the planning, design and execution of projects and initiatives
• Solve complex problems using analytical skills and detailed knowledge of the line of business
• Interact with stakeholders working in other fields
• Serve as a resource person for the unit, clients and partners
• Coordinate the development of a quality assurance strategy for targeted teams
• Identify, input, analyze and interpret data to support testing phases, implementation strategies, quality assurance testing, decision-making and processes monitoring management policies and practices
• Analyze risks, write reports, propose solutions, make recommendations and provide implementation advice
• Prepare and recommend action plans to address issues in accordance with rules and parameters
• Help develop, implement and update management policies, practices and standards

System and Infrastructure Operations Analyst

Advisor

• Advise clients and partners to help position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs supporting 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
• 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 complex and innovative development projects and strategic initiatives
• Make recommendations on planning and execution of operationally and conceptually complex projects and initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies
• Coordinate with stakeholders across multiple fields

Senior Advisor, Business Strategies

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
• Promote and sell financial security products and services
• 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 good relationships with referral sources
• Help target and analyze potential member/client files
• Act on business opportunities and present information to partners so that 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

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
• Support and advise members and clients on available financial products and services
• Promote available distribution channels and digital solutions
• Open accounts and help with financial transactions
• Identify business opportunities and refer members and clients to colleagues for specialized needs
• Provide information and support on technological tools, including prevention and safety advice
• Ensure financial transactions go smoothly and address issues that arise

Advisory Agent – Member and Client Experience

• 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 the business architecture of various initiatives
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, and programs supporting 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
• Serve as expert advisor, subject matter expert, resource person, and coach for senior management and decision-making bodies

Insurance

• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs supporting strategic projects and initiatives
• 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
• Lead and influence development projects and complex strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, Risk Management

• 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 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
• 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 the business architecture of various initiatives
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Advise on the planning and execution of operationally and conceptually complex projects and initiatives
• Interact frequently with stakeholders across a wide range of fields
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

• Support IT efficiency
• Design, configure, administer, maintain, upgrade and test business solutions, computer networks, management systems, programs and database servers
• Analyze and diagnose complex issues related to IT deliveries, rollouts, infrastructure operations, controls and quality assurance
• Provide opinions in accordance with discipline rules and recommend solutions to improve and optimize standards, policies and programs
• Propose implementation plans
• Help establish and implement a quality assurance strategy for business solutions in a medium- to large-scale focus area
• Coordinate the planning, design and execution of projects and initiatives
• Interact with stakeholders working in other fields
• Serve as a resource person for the unit, clients and partners
• Coordinate development of a quality assurance strategy for targeted teams
• Identify, input, analyze and interpret data supporting testing phases, implementation strategies, quality assurance testing, decision-making and policy/practice monitoring processes
• Analyze risks, write reports, propose solutions, make recommendations and advise on implementation
• Prepare and recommend action plans to address issues
• Help develop, implement and update management policies, practices and standards

Analyst, System and Infrastructure Operations – Maintenance and Development

• Develop and maintain lasting and 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
• 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 with members and clients 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
• Recommend investments, loans and insurance products
• Balance member/client satisfaction, business objectives, profitability and prudent risk management
• Work with partners and experts to design integrated strategies

• Advise clients and partners to position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs supporting 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
• Develop business 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 complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Marketing

• Develop and update the organization’s products and services to meet member/client needs and support business development
• Analyze market needs and develop and implement product and service marketing strategies
• Lead planning and development projects, feasibility studies, and complex, innovative strategic interventions
• Lead specialized development projects, initiatives and activities that significantly impact the entire organization
• Advise clients and partners on positioning, planning, developing, executing and monitoring strategic marketing projects and initiatives
• Develop and update policies, standards, models and programs to support strategic projects and initiatives
• Identify, analyze and diagnose major issues
• Recommend market development strategies and tactics 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 specialist advisor, subject matter expert, resource person and coach for decision-making bodies
• Coordinate with stakeholders across many fields

Personal Finance Advisor

Section Manager

Client Financial Services Agent

System and Infrastructure Operations Analyst

Senior Advisor, Business Strategies

Financial Security Advisor, Life and Health Insurance

Advisory Agent – Member and Client Experience

Senior Advisor, Business Strategies

Senior Advisor, Risk Management

Senior Advisor, Risk Management

Senior Advisor, Business Strategies

Analyst, System and Infrastructure Operations – Maintenance and Development

Personal Finance Advisor

Senior Advisor, Business Strategies

Senior Advisor, Marketing