Desjardins

Advisor

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Help 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
• Drive results to handle special information requests from clients and promote and sell specialized products and services
• Ensure member/client satisfaction and service quality according to organizational standards and procedures
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
• Support current and potential members and clients, represent the organization, and help negotiate agreements
• Provide administrative assistance to the manager of a large branch or group of branches
• Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
• Work with support services to resolve everyday operational issues in the branch or branches
• Supervise client cheque deposits and coordinate interest management for new issues
• Proactively help recruit and hire administrative staff and handle employee start and departure logistics

Securities Advisor

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Assist members and clients who have specialized needs and advise them on specialized products and services
• Discuss organizational realities with external professionals
• Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
• Help achieve business development objectives by prospecting for, identifying and developing new business opportunities
• Balance member/client satisfaction, profitability and risk
• Stay on top of the latest standards, products and services in the field
• Provide customer service and help sell specialized products and services through multiple distribution channels
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers

Business Advisor

• 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

Account Manager

• Prospect, solicit, develop and maintain business relationships with big strategic clients operating in the commercial sector
• Promote and sell Desjardins products and services to grow the centre’s business
• Represent, negotiate and engage companies as part of highly complex and innovative agreements
• Ensure consistency and balance between sales objectives, risk management, portfolio profitability and member, client and partner satisfaction
• Initiate, develop and maintain personalized business relationships with current and potential clients
• Act as an account manager and key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with, products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare integrated service offerings
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions to increase business volume, manage risk, improve portfolio profitability and strengthen business relationships
• Identify business development opportunities using intelligence
• Execute promotional activities and participate in targeted public relations activities and the business community
• Attend to client and member needs, seize business opportunities and refer them to the right person when needed
• Adhere to applicable policies, practices, standards and laws governing financial product and service distribution
• Provide sound and prudent risk management for all portfolios under responsibility

Account Manager, Real Estate Market

• 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 certain queries, perform the necessary research and propose solutions tailored to member and client needs
• Take part in producing reports and statistics and preparing related documents
• Support advisors with administrative and operational tasks involved in securities account management
• Track client account transactions daily and resolve administrative situations
• Maintain regular contact with clients, employees and partners to answer questions, take action and monitor changes
• Meet member and client needs while supporting satisfaction, business growth, risk and compliance management, and adherence to current practices and policies

Advisor, Securities

Data Scientist

• Ensure modelling processes make appropriate use of available data based on characterization, quality and processing as part of strategic initiatives
• Use the validation process to ensure predictive modelling is carried out according to established standards and meets Desjardins Group’s quality criteria
• Analyze business needs behind models and confirm model suitability through validation
• Ensure programming for preparing and mining data and for developing, evaluating, supporting, rolling out and managing innovative and conceptually complex models meets required standards
• Use advanced and innovative statistical, machine learning and AI methods to test methodologies proposed by the first line of defence
• Validate risk and financial valuation models, predictive models, machine learning models, natural language processing models, speech recognition models and generative AI solutions
• Assess model robustness, performance, stability, explainability and related risks, including algorithmic bias, model drift and responsible AI issues
• Help draft governance documents, methods, and methodological and technological approaches
• Advise and train teams on quantitative model validation methods and help advance these methods to accelerate delivery
• Represent the teams in dealings with internal stakeholders
• Monitor the industry to understand and anticipate emerging trends

Data Scientist, Financial and AI Models

Financial Planning and Analysis

• Design, institute and update the organization’s financial governance and internal auditing policies, strategies and tools
• Present processes, rules and standards used to manage assets and cash flows
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Coordinate and interact frequently with stakeholders working in other fields
• Help solve complex problems using analytical skills and extensive knowledge of the line of business

Advisor, Accounting Standards and Financial Governance

Outside Sales

• Assist wholesaling teams with business development efforts
• Work closely with the national inside sales manager on sales reporting and territory management
• Assist members and clients and maintain business relationships
• Facilitate access to Investment Advisors and branches within the defined sales territory
• Schedule and confirm one-on-one meetings and branch presentations
• Respond to basic inquiries from advisors and maintain current CRM records
• Maintain regular contact with Investment Advisors via telephone, mail, email, FAX, and conference calls
• Plan and organize client appreciation events with Marketing
• Assist RSD/RSC in strengthening relationships through business promotion activities
• Administer dealer support requests and manage the co-op marketing process
• Ensure compliance with National Instrument 81-105 Mutual Fund Sales Practice Rules and Desjardins policies and procedures
• Coordinate sales and marketing activities, service issues, meeting preparation, promotional items, marketing materials, and sales lead follow-up programs
• Assist with investment proposals, portfolio comparisons, and product comparisons

Territory Sales Coordinator

Project Manager

• Help plan and monitor projects to meet objectives on time and on budget
• Work alongside the project/agile leader and serve as a point person for the team
• Serve as a resource person for project management tools, planning and performance monitoring
• Monitor projects, programs and groups of projects and ensure they are efficient
• Anticipate issues and trends, suggest solutions and ensure implementation
• Use analysis and assessments to recommend innovative solutions
• Serve as point person for implementation of Project Delivery Office processes and requirements
• Manage highly complex projects and programs
• Interact with stakeholders across many fields
• Integrate and coordinate various work groups
• Lead and serve as specialist to teams, decision-making bodies and external providers
• Monitor project scopes, budgets and timelines and produce reports
• Analyze trends and discrepancies and suggest solutions to meet performance indicators
• Assist with risk, issues and document management
• Ensure project management best practices are followed
• Track milestones and key dates for squads and contributors
• Analyze plans, recommend resource capacity adjustments and update project plans

Project Control Officer, Project Management

Administration

• Provide administrative support to Desjardins components and help administer specialized products and member/client accounts
• Advise and assist clients and partners as part of intervention and development initiatives
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of the line of business
• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Carry out projects and initiatives related to the line of work
• Advise and assist practitioners and organizational units
• Frequently coordinate and interact with stakeholders in other fields

Product Administration Advisor

• Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services
• Act as an account manager and key intermediary between the business centre and members and clients
• Ensure proper usage, updating, and satisfaction with products and services offered
• Analyze dissatisfaction sources and recommend solutions
• Identify and analyze needs, develop personalized solutions, prepare integrated service offerings, and negotiate conditions
• Recommend strategies and solutions to increase business volume, manage risk prudently, improve portfolio profitability, and strengthen relationships
• Identify business development opportunities to increase competitiveness of products and services
• Execute promotional activities and participate in targeted public relations and business community activities
• Address client and member needs, pursue opportunities, ensure satisfaction, and make referrals as needed
• Follow applicable policies, practices, standards, and laws while managing portfolio risk
• Represent, negotiate, and engage companies in strategic agreements of significant importance to the centre's business
• Act as a leader and influencer and share expertise with unit members as necessary

Account Manager, Commercial and Industrial

• Ensure modelling processes make appropriate use of available data based on characterization, quality and processing as part of strategic initiatives
• Use the validation process to ensure predictive modelling is carried out according to established standards and meets Desjardins Group’s quality criteria
• Analyze business needs behind models and confirm model suitability through validation
• Ensure programming for preparing and mining data and developing, evaluating, supporting, rolling out and managing complex models meets required standards
• Use advanced statistical, machine learning and AI methods to test methodologies proposed by the first line of defence
• Validate risk and financial valuation models, predictive models, machine learning models, NLP models, speech recognition models and generative AI solutions
• Assess model robustness, performance, stability, explainability and related risks, including algorithmic bias, model drift and responsible AI issues
• Help draft governance documents, methods and methodological and technological approaches
• Advise and train teams on quantitative model validation methods and help advance these methods
• Represent teams in dealings with internal stakeholders
• Monitor industry trends and anticipate emerging developments

Architect

• Design IT solutions for large-scale projects and programs using Desjardins Group’s architecture targets and shared platforms
• Ensure consistency with organizational structure, current and future needs, and compatibility with existing architecture
• Lead and influence business partners and stakeholders on innovative, complex strategic initiatives related to solution architecture
• Provide expertise across data, applications, security, and infrastructure
• Recommend IT development and implementation strategies compliant with architecture targets
• Produce specialized deliverables for highly complex projects and initiatives
• Serve as an expert advisor on application solutions and operations architecture and as an integrator for delivery teams
• Advise, plan, develop, execute, and monitor strategic initiatives
• Organize, manage, and deliver guidance on technical subjects requiring stakeholder consensus
• Develop and update policies, standards, architecture targets, and supporting foundations
• Identify and analyze potential IT solutions and issues; report major issues
• Establish guidelines and make recommendations to decision-making bodies and committees
• Represent the unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter agreements with external partners and organizations
• Serve as a resource person and coach for senior management and decision-making bodies

Senior Advisor, IT Architecture

• 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 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 up-to-date on the financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

• Work closely with account managers to maintain business relationships with members and clients
• Complete documentation following appointments and obtain signatures
• Answer questions related to operations and open accounts
• Present and close sales of products and services, including the Business Freedom Solutions plan
• Direct and assist members and clients in using products and services
• Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities
• Contact members and clients to confirm planned transactions and make courtesy calls upon request
• Help prepare and deliver presentations targeted at members and clients and follow up as needed
• Participate in solicitation activities to contribute to business development
• Build strong business relationships, identify needs, support satisfaction, and maximize sales opportunities
• Keep files up to date and ensure compliance with deadlines and quality standards
• Conduct transactions and operations securely according to applicable policies and standards

Securities Advisor

Business Advisor

Securities Advisor

Account Manager, Real Estate Market

Advisor, Securities

Data Scientist, Financial and AI Models

Advisor, Accounting Standards and Financial Governance

Territory Sales Coordinator

Project Control Officer, Project Management

Product Administration Advisor

Account Manager, Commercial and Industrial

Data Scientist, Financial and AI Models

Senior Advisor, IT Architecture

Wealth Management Advisor

Client Financial Services Agent, Business