Desjardins

Communications

• Promote the organization’s projects, policies and programs by designing and developing communications and sharing them within Desjardins Group and with its members and clients
• Establish and promote the organization’s online brand image
• Create, manage and update social and digital media communications
• Serve as social media community manager
• Advise clients and partners on small- to medium-scale print media initiatives
• Develop tools, methods and processes
• Propose recommendations, solutions and action plans based on organizational objectives and priorities
• Diagnose issues, challenges and needs related to communications projects to determine target outcomes
• Help develop and implement objectives, solutions, policies, programs and action plans
• Analyze information and client requests, conduct studies and write reports
• Make recommendations
• Interact with stakeholders working in other fields

Communications Advisor

Operations

• Ensure the completion of the unit's administrative business processes
• Perform analysis
• Produce or revise reports and statistics
• Carry out various administrative, operational and quality controls
• Take corrective measures and carry out the required follow-ups
• Provide support to users in the efficient use of tools and systems
• Perform administrative tasks related to data entry, extraction, processing, compilation and coding
• Provide information related to policies, programs and processes in the field
• Prepare or revise presentations and related documents
• Help process and analyze information, solve problems and prepare recommendations
• Help users operate tools and systems effectively

Office Agent, Operations

Financial Planning and Analysis

• Develop and maintain lasting, 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 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 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 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

Personal Finance Advisor

Administrative Assistant

• Carry out secretarial tasks, including drafting, revising, updating and formatting documents for various departments
• Carry out internal administrative tasks, including sales tracking, dashboards, expense reports, inventory management and performance reviews
• Help the vice-president manage their agenda, mail, emails and phone calls
• Coordinate preparation of deliverables for decision-making bodies
• Plan and attend management committee and other meetings
• Draft reports and minutes and follow up as needed
• Handle the unit's budget process, including budget preparation and explaining variances
• Provide administrative and secretarial support to a vice-president and other unit members
• Coordinate, plan and prioritize management activities

Advisor

• Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
• Develop member, client and stakeholder retention tactics and strategies
• Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell business 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
• Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
• Serve as a 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

Business 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 with 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 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

• 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
• Focus on discretionary management, mutual funds, exchange-traded funds and structured products
• Develop and maintain business relationships with clients
• Review complex information requests and promote and sell products and services based on business objectives and strategies
• Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
• 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
• Establish advisory relationships by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Analyze and meet complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data; prepare reports and recommendations
• Oversee portfolios; assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay current on trends, opportunities and best practices

Advisor, Securities

Agent

• Process life and health insurance claims
• Promote occupational health and manage disabilities
• Perform clerical and administrative tasks supporting day-to-day operations
• Carry out document collection, entry, compilation, coding and transcription
• Distribute, process and file documents
• Provide information about unit operations
• Check and correct system data
• Communicate with practitioners to obtain and verify information
• Respond to common administrative and operational questions and handle general information requests
• Support operational objectives and carry out initiatives according to established guidelines

Benefits Agent

Team Leader

• Support team management
• Coordinate the unit’s activities, action plans and initiatives
• Coach and guide a team composed primarily of highly experienced professionals
• Assign tasks and activities and regularly monitor progress
• Support talent development and employee engagement
• Create a positive, motivating work environment
• Make recommendations on complex operational and conceptual projects and initiatives
• Interact 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
• Play a non-decision-making role in hiring, performance management, discipline and skills development
• Manage the budget

Team Leader, Management Support

• Serve, solicit, develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network
• Develop personalized strategies and offer banking products and services
• Serve as a debt management and financing expert advisor
• Offer financial services and advice on savings, investments and everyday financial transactions
• Work closely with the wealth manager and business centre manager as a partner supporting client business relationships
• Provide premium support and recommendations to ensure member and client satisfaction and support business growth
• Drive results through sound risk and compliance management and adherence to practices and policies
• Mentor and coach team members as a subject-matter expert
• Identify current and potential needs, focusing on growing member and client wealth
• Analyze needs and provide personalized advice on financing, complementary investments and everyday financial solutions
• Analyze, answer, handle and follow up on banking-service queries
• Stay current on standards, products and services
• Negotiate credit conditions according to risk management and profitability standards
• Help members and clients use Desjardins digital solutions and distribution channels
• Contribute to Signature Service (Desjardins Securities) business development by collaborating with key Desjardins partners and developing new business with target clients
• Structure highly complex financing applications

Specialized Financing and Banking Solutions 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 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 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

• Serve, solicit, develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network
• Develop personalized strategies and offer banking products and services
• Serve as a debt management and financing expert advisor
• Offer financial services and provide advice on savings, investments and everyday financial transactions
• Work closely with the wealth manager and business centre manager as a partner supporting client business relationships
• Provide premium support and make recommendations to ensure member and client satisfaction and support business growth
• Ensure sound risk and compliance management and compliance with practices and policies
• Mentor and coach team members
• Identify current and potential needs, focusing on growing member and client wealth
• Identify and analyze needs and offer personalized advice on financing, complementary investments and everyday financial solutions
• Analyze, answer, handle and follow up on banking service queries
• Stay current on standards, products and services
• Negotiate credit conditions in accordance with risk management and profitability standards
• Help members and clients use Desjardins digital solutions and distribution channels
• Contribute to Signature Service business development objectives by working with key Desjardins collaborators and developing new business with target clients
• Structure highly complex financing applications

• 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
• Advise members and clients on the best strategies and work with them to identify expected results
• Manage business relationships, 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
• 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 for members and clients

• Process life and health insurance claims
• Promote occupational health and manage disabilities
• Perform clerical and administrative tasks supporting day-to-day unit operations
• Support operational objectives and carry out initiatives according to established guidelines
• Answer common administrative and operational questions and handle general information requests
• Collect, enter, compile, code, and transcribe documents
• Distribute, process, and file documents
• Provide information about unit day-to-day operations
• Check and correct system data
• Communicate with practitioners to obtain and verify information

• Prepare the necessary documentation for member and client meetings
• Manage the advisors’ calendars and voicemail
• Complete account openings, forms and securities transactions as directed by the advisor(s)
• Handle queries, perform necessary 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 close, regular contact with clients, employees and partners
• Support business growth, client satisfaction, risk and compliance management, and adherence to policies

Communications Advisor

Office Agent, Operations

Personal Finance Advisor

Administrative Assistant

Business Advisor

Personal Finance Advisor

Advisor, Securities

Benefits Agent

Team Leader, Management Support

Specialized Financing and Banking Solutions Advisor

Personal Finance Advisor

Specialized Financing and Banking Solutions Advisor

Personal Finance Advisor

Benefits Agent

Securities Advisor