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 situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Work closely with individual members and businesses
• Recommend investments, loans and insurance products
• 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 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 financial services industry trends and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

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 your 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 impacting multiple business sectors
• Develop and maintain business partnerships with important clients who have 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

Software Engineer

• Develop complex execution strategies, analyze, design and document business products and solutions
• Analyze and develop software products, including design, coding, automation and testing
• Apply development, data and security best practices
• Write procedures, guidelines and development methods
• Help develop documentation for training peers and users
• Cocreate standardized solutions with business partners and architects
• Identify system optimization opportunities while considering potential impacts
• Analyze, diagnose, follow up on and resolve highly complex operational and conceptual problems during major incidents
• Lead software package installations and testing
• Lead in-house application deployment

Programmer Analyst – System and Infrastructure Operations, Maintenance and Development

Administration

• Complete strategic assessments, develop scenarios and solve unique and complex problems that impact the entire organization
• Develop and implement business practices that meet clients’ complex business needs while honouring Desjardins’s commitments and acting in accordance with Desjardins’s priorities
• Design solutions that meet highly complex needs, recommend implementation strategies and priorities, and coordinate the delivery of work
• Develop implementation oversight mechanisms for innovative solutions
• Assist with highly complex strategic initiatives and serve as subject matter leader
• Lead and influence large-scale organizational and market initiatives while liaising with stakeholders
• Serve as expert advisor and subject matter expert for senior management and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners

Expert Advisor, Administration

Business Analyst

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets and identify opportunities to improve service delivery
• Develop and deliver business strategies and solutions aligned with business architecture
• Analyze organizational business needs and business context for projects and initiatives
• Formalize business objectives and their value to the organization
• Identify, clarify the scope of, assess and recommend business solutions
• Analyze solution impacts on the organization and ensure integration from needs assessment through rollout
• Analyze costs, benefits, risks, constraints, business opportunities and stakeholder needs in terms of project scope
• Identify, formalize and communicate needs and requirements
• Formalize objectives, help identify value and model business processes
• Work with users to develop solutions aligned with business objectives
• Analyze impacts on stakeholders and identify prerequisites and internal dependencies
• Ensure a cross-sector vision of solutions and perform end-to-end requirements traceability
• Help develop testing strategies
• Coordinate with stakeholders in other fields and serve as a resource person for the unit, teams and clients

Business Analyst, Business Strategies

Data Scientist

• Ensure modelling processes appropriately use available data based on characterization, quality, and processing
• Ensure predictive modelling meets required standards and Desjardins Group quality criteria through validation
• Analyze business needs behind models and confirm model suitability through validation
• Ensure programming for data preparation, mining, model development, evaluation, support, rollout, and management meets required standards
• Use advanced statistical, machine learning, and artificial intelligence methods to test methodologies proposed by the first line of defence
• Help draft guidelines and methods and shape methodological and technological choices
• Advise and train teams on quantitative model validation methods
• Identify opportunities to optimize rules and systems and help develop data management and modelling support tools
• Represent teams with various internal stakeholders
• Monitor industry trends in model validation and update organizational practices
• Ensure alignment with regulatory expectations for property and casualty insurance

Data Scientist, Model Validation

• Ensure modelling processes appropriately use available data based on characterization, quality, and processing
• Validate predictive modelling against required standards and Desjardins Group quality criteria
• Analyze business needs and confirm model suitability through validation
• Ensure programming for data preparation, mining, model development, evaluation, support, rollout, and management meets standards
• Use advanced statistical, machine learning, and artificial intelligence methods to test methodologies
• Help draft guidelines and methods and shape methodological and technological choices
• Advise and train teams on quantitative model validation methods
• Identify opportunities to optimize rules and systems and develop data management and modelling support tools
• Represent teams with internal stakeholders
• Monitor industry trends and update model validation practices
• Ensure alignment with regulatory expectations for P&C insurance

General Counsel

• Advise and support the organization’s units and decision-making bodies on initiatives and activities related to the legal affairs function
• Analyze data, conduct studies, make recommendations and write reports
• Interpret laws and regulations, issue legal opinions, and prepare and validate rules, standards, policies, procedures, forms and agreements
• Diagnose issues, challenges and needs to determine target outcomes
• Prepare recommendations, solutions and action plans
• Represent the organization in court
• Draft pleadings, prepare witnesses, deliver oral arguments and negotiate the best possible terms
• Serve as a resource person for the unit, clients and partners
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Coordinate with stakeholders working in other fields
• Help protect the organization’s legal interests, rights and obligations and ensure compliance with laws

Advisor, Legal Affairs

• 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 your specialty area and make recommendations
• Help serve and maintain business relationships with members and clients
• Help 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 impacting multiple business sectors
• Develop and maintain business partnerships with important clients who have complex, diverse needs
• Analyze highly 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

• 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 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 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 as needed, 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 get the most from tools and channels based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• 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 situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Provide financing solutions for affluent individuals and businesses
• Recommend loans and insurance products
• Serve as a financing expert advisor and resource person
• Apply cross-sector strategies to financing and authorize credit in accordance with established rules
• 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 the best strategies and identify expected results
• Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement
• Stay current on the financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

• Develop and maintain lasting, trusting business relationships with members and clients
• Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose appropriate solutions
• Provide financing solutions for affluent individuals and businesses
• Recommend loans and insurance products
• Serve as a financing expert advisor and resource person
• Ensure cross-sector strategies are applied to financing and authorize credit according to established rules
• 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 the best strategies and identify expected results
• Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
• Stay up-to-date on financial services industry developments, market trends, and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor, Assigned Clientele

• 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 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 members’ and clients’ needs and current strategies and practices
• Handle client requests, perform tasks and research as needed, 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 based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Risk

• Monitor, analyze, and track risks in the property and casualty insurance sector by assessing their evolution, potential impacts, and the effectiveness of mitigation measures
• Develop and maintain a deep understanding of emerging issues, industry trends, and risks specific to property and casualty insurance to guide second-line-of-defence interventions
• Conduct objective and independent reviews of large-scale projects, programs, and initiatives to assess non-financial risks and formulate recommendations
• Maintain ongoing business dialogue with property and casualty insurance collaborators to support proactive risk identification, assessment, and management
• Ensure the quality, consistency, and business value of second-line-of-defence deliverables, including reviews, challenges, and quality assurance of risk positions
• Maintain an integrated vision of sector risks, diagnose priority issues, and prioritize activities in line with the sector roadmap
• Serve as an expert point of reference for assigning, coordinating, and guiding files
• Contribute to team member development through knowledge transfer and feedback
• Represent risk management within committees, bodies, and strategic projects related to property and casualty insurance
• Assist with updating operational risk management practices, processes, tools, and methodologies for the sector

Senior Advisor, Operational Risk, Property and Casualty Insurance

• 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 situation
• Help members and clients choose appropriate solutions to meet their financial goals
• Provide financing solutions for affluent individuals and businesses
• Recommend loans and insurance products
• Serve as a financing expert advisor and resource person
• Ensure cross-sector strategies are applied to financing
• Authorize credit in accordance with established rules
• 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 the best 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

Senior Advisor, Business Development and Sales Support

Programmer Analyst – System and Infrastructure Operations, Maintenance and Development

Expert Advisor, Administration

Business Analyst, Business Strategies

Data Scientist, Model Validation

Data Scientist, Model Validation

Advisor, Legal Affairs

Senior Advisor, Business Development and Sales Support

Client Financial Services Agent

Personal Finance Advisor

Personal Finance Advisor, Assigned Clientele

Client Financial Services Agent

Senior Advisor, Operational Risk, Property and Casualty Insurance

Personal Finance Advisor – Assigned Clientele