Desjardins

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
• Work 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 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

Wealth Management Advisor

Artificial Intelligence

• Lead the technological implementation and operationalization of the ModelOp platform, from initial design through operations
• Serve as the technical lead for Microsoft Azure and Azure Kubernetes Service (AKS), guiding technological decisions and helping resolve complex challenges
• Administer, maintain and update Azure Kubernetes Service (AKS) environments supporting the platform
• Design and automate deployment of infrastructure and platform components using Infrastructure as Code
• Define and implement mechanisms ensuring platform availability, resilience, security and effectiveness
• Implement DevOps, CI/CD, GitOps, observability and monitoring practices necessary for platform operation
• Integrate ModelOp with Azure services and the organization’s identity, security and connectivity frameworks
• Identify issues, propose solutions and drive work forward with autonomy
• Collaborate with and provide technical leadership to teams across AI, architecture, infrastructure, operations and cybersecurity functions

Azure/AKS Platform Administrator, Artificial Intelligence Governance

Manager

• Lead the department and manage a team dedicated to selling financial products and services
• Build and maintain long-term business relationships with members and clients
• Develop and monitor a business plan addressing priorities, challenges and objectives
• Ensure sector performance and sound, prudent risk management
• Monitor results and manage employee and department performance
• Oversee employee skills development and ensure high-quality service
• Coach team members and provide advisory services and recommendations tailored to member and client needs
• Support the immediate supervisor in developing business strategies aligned with Desjardins’s strategic priorities
• Manage service quality, business relationships and the member/client experience
• Implement and monitor action plans to achieve target results
• Promote talent acquisition and management, team synergy and change management
• Lead, coach and motivate the team to develop skills, boost engagement and empower employees
• Develop a competitive and profitable service offer with partnerships across the organization
• Ensure process efficiency, continuous improvement and profitability
• Promote the Desjardins brand and strengthen community ties
• Uphold Desjardins’s cooperative values

Assistant Manager, Market Development

Financial Planning and Analysis

• 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 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 financial services industry developments, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Personal Finance Advisor

Sales

• Lead the department and manage a team dedicated to selling products and services and/or providing comprehensive sales support
• Manage strategic and operational activities for the department
• Build and maintain long-term business relationships with clients and members
• Draw up and monitor a business plan addressing priorities, challenges and objectives
• Ensure unit performance and sound, prudent risk management
• Follow up on results and make quality decisions to drive results
• Oversee employee skills development and maintain high-quality service
• Coach team members and provide recommendations based on member and client needs
• Help develop business strategies aligned with Desjardins’s strategic priorities
• Manage member/client experience and service quality
• Implement and monitor action plans to achieve target results
• Lead, coach and motivate the team; promote talent acquisition, engagement, team synergy and change management
• Develop a competitive, profitable service offer and partnerships
• Ensure process efficiency, continuous improvement and profitability
• Promote the Desjardins brand and strengthen community roots
• Uphold Desjardins’s cooperative values

Assistant Manager, Member Services and Sales Support

• 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

Client Financial Services Agent, Business

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

• Lead the department and manage a team dedicated to selling financial products and services
• Build and maintain long-term business relationships with members and clients
• Draw up and monitor a business plan addressing priorities, challenges and objectives
• Ensure sector performance and sound and prudent risk management in accordance with standards
• Follow up on results and manage employees’ and the department’s performance
• Oversee employees’ skills development and ensure high-quality service
• Coach team members and provide advisory services and specific recommendations
• Support the immediate supervisor by helping develop business strategies aligned with Desjardins’s strategic priorities and unit challenges
• Ensure quality of services and business relationships and manage the member/client experience
• Implement and monitor the action plan to achieve target results
• Establish management and communication practices that promote talent acquisition and management, team synergy and change management
• Lead, coach and motivate the team to develop skills, boost engagement and empower employees
• Implement and develop a competitive, profitable service offer incorporating partnerships with other components
• Ensure efficiency and continuous improvement of processes and boost profitability
• Promote the Desjardins brand and strengthen the organization’s roots in the community
• Uphold Desjardins’s cooperative values

Compliance

• Monitor the internal control system
• Ensure supervisory controls are completed and oversee execution quality
• Complete certain supervisory controls and reporting
• Liaise with relevant Desjardins components
• Support the senior compliance officer in monitoring investment product distribution activities and reporting
• Manage operational risk activities, including risk and control self-assessment, operational loss input, business continuity planning and information security
• Help managers identify and implement corrective measures
• Ensure activities related to money laundering and terrorist financing legislation (PCMLTFA) are carried out
• Comply with policies, practices, standards and legislation governing the distribution of financial products and services
• Analyze issues and situations, conduct preliminary analyses, and prepare opinions and implementation plans
• Support professionals in the unit and assist clients and partners

Control, Risk and Compliance Analyst

Agent

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

Benefits Agent

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets and 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 clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, Business Strategies

• 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 on 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
• Identify expected results with members and clients
• 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

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
• Stay on top of the latest standards, products and services in your field
• Adhere to compliance, security and risk management rules
• Support and provide advice to members and clients about their banking transactions
• Promote all Desjardins products and services and available distribution channels
• Offer personalized financial solutions based on members' and clients' needs
• Identify business opportunities and refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, including prevention and safety advice

Advisory Agent, Member and Client Experience

• Support the immediate supervisor by helping develop business strategies aligned with Desjardins’s strategic priorities and unit challenges
• Ensure quality of services and business relationships, and manage the member/client experience
• Implement and monitor the action plan to achieve target results
• Establish management and communication practices promoting talent acquisition, talent management, team synergy and change management
• Lead, coach and motivate the team to develop skills, boost engagement and empower employees
• Implement and develop a competitive, profitable service offer with partnerships across the organization
• Ensure process efficiency and continuous improvement, and boost profitability
• Promote the Desjardins brand and strengthen the organization’s community roots
• Uphold Desjardins’s cooperative values
• Manage the strategic and operational performance of a team selling financial products and services
• Build and maintain long-term business relationships with members and clients
• Develop and monitor a business plan addressing priorities, challenges and objectives
• Ensure sector performance and sound, prudent risk management
• Follow up on results and manage department performance
• Oversee employee skills development and ensure high-quality service
• Coach team members and provide advisory services and recommendations based on member/client needs

Assistant Manager – Market Development

• Establish an advisory relationship 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 on top of the latest trends, opportunities and best practices
• 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
• Develop and implement personalized solutions and propose integrated service offers
• Represent Desjardins and enter the organization into agreements with clients
• Establish and negotiate product and service terms in accordance with standards and procedures

Wealth Management Advisor

Azure/AKS Platform Administrator, Artificial Intelligence Governance

Assistant Manager, Market Development

Personal Finance Advisor

Assistant Manager, Member Services and Sales Support

Client Financial Services Agent, Business

Senior Advisor, IT Architecture

Assistant Manager, Market Development

Control, Risk and Compliance Analyst

Benefits Agent

Senior Advisor, Business Strategies

Personal Finance Advisor

Advisory Agent, Member and Client Experience

Assistant Manager – Market Development

Securities Advisor