Desjardins

Account Manager

• Prospect, solicit, develop and maintain business relationships with primarily medium-sized commercial-sector organizations
• Promote and sell Desjardins products and services to grow the business centre
• Represent, negotiate and engage companies in complex agreements with significant business-centre impact
• Balance sales objectives, prudent risk management, portfolio profitability and member, client and partner satisfaction
• Serve as the key intermediary between the business centre and members and clients
• Ensure proper usage, updating and satisfaction with offered products and services
• Analyze dissatisfaction sources and recommend solutions
• Identify and analyze needs, develop personalized solutions, prepare integrated service offerings and negotiate conditions
• Recommend strategies to increase business volume, strengthen risk management, improve portfolio profitability and build business relationships
• Identify business-development opportunities using market intelligence
• Execute promotional activities and participate in targeted public-relations activities and the business community
• Address client and member needs, identify opportunities and make referrals as 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

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 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 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

Personal Finance Advisor

Agent

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
• Support discretionary management, mutual funds, exchange-traded funds, and structured products
• Assist members and clients and maintain business relationships
• Carry out sales, sales support, and client relations activities for specific products and services or information requests
• Provide administrative, customer service, and business development support to investment advisors and the team
• Respond to client information requests regarding accounts, products, and services; conduct research and follow up as needed
• Forward requests to the appropriate person
• Help members/clients choose and use tools and channels based on their desired level of independence and automation
• Take phone calls, handle information requests, and forward them to the appropriate person
• Help identify the team’s operational risks and opportunities for improvement
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

Member Services Agent, Securities Services

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them
• Recommend strategies and solutions to meet targets, including sound risk management, portfolio profitability and improved business relationships
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers balancing member/client satisfaction, profitability and risk; and negotiate terms
• Watch for business opportunities that would add a competitive edge to existing products and services
• Take an active role in public relations activities and maintain a presence in the business community
• Represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients
• Balance portfolio profitability with client/partner satisfaction
• Serve as expert advisor to clients and practitioners
• Lead and influence clients and practitioners

• Maintain lasting, personal business relationships with important clients to promote services
• Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them
• Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms
• Watch for business opportunities that would add a competitive edge to existing products and services
• Take an active role in public relations activities and maintain a presence in the business community
• Promote services and maintain business relationships with members and clients
• Represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients
• Balance portfolio profitability with client/partner satisfaction
• Serve as expert advisor to clients and practitioners

Account Manager, Business

• 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 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 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

Advisor

• 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
• Work closely with individual members and business owners
• Develop strategies and 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, assess satisfaction and service quality, follow up, and identify improvements
• 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

Wealth Management Advisor

• Prepare necessary documentation for member and client meetings
• Manage advisors’ calendars and voicemail
• Complete account openings, forms, and securities transactions as directed by advisors
• Handle queries, perform research, and propose solutions tailored to member and client needs
• Produce reports and statistics and prepare related documents
• Track client account transactions daily and resolve administrative situations
• Maintain regular contact with clients, employees, and partners
• Support client satisfaction, business growth, risk and compliance management, and adherence to current practices and policies

Securities Advisor

• Help set sales objectives and develop action plans based on the business plan
• Create the right conditions to meet targets
• Solicit, develop and maintain personal business relationships with clients to promote products and services
• Identify and analyze member/client needs
• Develop custom solutions and prepare integrated service offers balancing satisfaction, profitability and risk
• Negotiate product and service terms in accordance with standards and procedures
• Monitor the industry to identify business development opportunities
• Take an active role in public relations activities
• Maintain a presence in the business community
• Advise and assist members and clients
• Represent Desjardins and enter the organization into agreements with clients

Administrative Assistant

• Provide administrative support in the Claims Legal job family
• Work in a hybrid arrangement

Administrative Assistant, Claims Legal

• 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 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 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

• Conduct audits, inspections and internal audits as a Senior Advisor
• Perform duties associated with the General finance and accounting (FG) job family

Senior Advisor, Audits, Inspections, Internal Audits

• 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 the unit’s 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

Senior Advisor, Business Strategies

Team Leader

• Support team management
• Coordinate the unit’s activities, action plans and initiatives
• Coach and guide a team primarily composed of highly experienced professionals
• Assign tasks and activities and regularly monitor progress
• Support talent development and employee engagement
• Create a positive, motivating work environment
• Exercise functional authority over the team and manage individual performance
• Recommend planning and execution of complex operational and conceptual projects and initiatives
• Coordinate with stakeholders across a wide range of fields
• Develop business positions and lead and influence senior management and decision-making bodies
• Identify, develop and recommend strategic directions and business positions
• Help determine the unit’s service offer and ensure projects and activities are planned and executed
• Meet targets on time and on budget and manage results, performance, quality and client/partner satisfaction
• Develop training and skills development strategies and action plans
• Help resolve complaints and problems in accordance with organizational practices
• Participate in hiring, performance management, discipline and skills development in a non-decision-making role
• Manage the budget

Team Leader, Management Support

Technician

• Manage, monitor and resolve distressed loans and bad debt
• Extend guarantees
• Serve as technical expert and provide discipline-specific support for unit activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Provide technical support for projects and complex operational issues
• Carry out specialized technical studies, research and analysis
• Serve as resource person for the submission of solutions and action plans
• Contribute to turnaround and recovery initiatives
• Prepare technical notes to enhance users' and teams' skills and knowledge
• Help practitioners follow unit standards and processes and use business solutions, tools and systems

Account Manager, Commercial Market

Personal Finance Advisor

Member Services Agent, Securities Services

Account Manager

Account Manager, Business

Personal Finance Advisor

Wealth Management Advisor

Securities Advisor

Account Manager, Business

Administrative Assistant, Claims Legal

Personal Finance Advisor

Senior Advisor, Audits, Inspections, Internal Audits

Senior Advisor, Business Strategies

Team Leader, Management Support

Technician, Turnaround and Recovery