Desjardins

Advisor

• Diagnose issues, challenges and needs to determine target outcomes
• Advise managers to help them identify and implement solutions and practices to address HR management issues
• Help develop and implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Offer managers and employees integrated advisory services in HR areas including organizational design, talent management and acquisition, training and competency development, health management, total compensation, and workplace relations
• Implement HR practices and policies reflecting the organization’s culture and vision
• Advise and assist clients and partners and develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• Interact with stakeholders working in other fields

Occupational Health and Safety Advisor

• 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 business architecture
• 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 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

• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, operational solutions, systems, tools, methods and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Design and improve business processes and operations based on business models and organizational structures
• Advise and assist clients and partners
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Solve complex problems using analytical skills and extensive knowledge of the line of business
• Coordinate and interact frequently with stakeholders working in other fields

Advisor, Operational Efficiency

Financial Planning and Analysis

• 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 with a client base consisting mainly of individual members and businesses
• 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 improvement areas
• 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

• Diagnose issues, challenges and needs to determine target outcomes
• Advise managers to help them identify and implement solutions and practices to address HR management issues
• Help develop and implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Offer managers and employees integrated advisory services across HR areas
• Implement HR practices and policies reflecting the organization’s culture and vision
• Advise and assist clients and partners
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• Share ideas and help solve problems using analytical skills and extensive knowledge
• Interact with stakeholders working in other fields

• 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
• Serve 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 prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on strategies and expected results
• Manage business relationships and assess satisfaction and service quality
• Follow up and identify areas for improvement
• Stay current on financial services industry developments, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

Marketing

• Diagnose issues, challenges and needs to determine target outcomes
• Help develop and implement objectives, solutions, policies, programs and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Develop and update the organization’s products and services to meet member/client needs and support business development
• Develop and implement product and service marketing strategies
• Advise and assist clients and partners
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• Share ideas and help solve problems using analytical skills and extensive knowledge of the line of business
• Interact with stakeholders working in other fields

Marketing Advisor

• 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 investment, financing, and protection solutions aligned with the action plan
• 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
• Tailor the approach based on members’ and clients’ needs
• 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 based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Offer simple and rapid solutions regarding 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 member and client needs and current strategies and practices
• 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