Desjardins

Advisor

• 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

Securities Advisor

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
• 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 sound, prudent risk management
• Work with partners and experts to design integrated strategies for members and clients

Personal Finance 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 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 sound 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 satisfaction and service quality
• Follow up and identify areas for improvement
• Stay current on the financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

Agent

• Support members and clients by explaining technological tools and applications that enable them to complete transactions and operations independently
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
• Stay current on the latest standards, products and services in the field
• Adhere to compliance, security and risk management rules
• Welcome members and clients, listen to and address their needs, and support their financial empowerment
• Provide advice about banking transactions
• Promote Desjardins products, services, and available distribution channels
• Offer personalized solutions and identify business opportunities
• 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

• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models and programs supporting strategic projects and initiatives
• Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
• Represent the unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
• Lead and influence development projects and complex strategic initiatives involving multiple sectors
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, Credit Risk

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 the platform is available, resilient, secure and effective
• Implement DevOps, CI/CD, GitOps, observability and monitoring practices necessary for platform operation
• Ensure ModelOp integration with Azure services and the organization’s identity, security and connectivity frameworks
• Identify issues, propose solutions and drive work forward amid evolving strategic directions or needs
• Collaborate with and provide technical leadership to teams across AI, architecture, infrastructure, operations and cybersecurity functions

Azure/AKS Platform Administrator, Artificial Intelligence Governance – ModelOp

Architect

• Design IT solutions to meet business needs for large-scale projects or programs using Desjardins Group’s architecture targets and shared platforms
• Ensure consistency with the organization’s 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
• Make recommendations on IT development and implementation strategies compliant with architecture targets
• Produce specialized deliverables for highly complex projects or initiatives
• Serve as an expert advisor on application solutions and operations architecture and as an integrator for delivery teams
• Advise business partners and stakeholders on planning, developing, executing and monitoring 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 the organization into agreements with external partners and organizations
• Serve as an expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Senior Advisor, IT Architecture

• Assist with credit authorization, research, analysis and development
• Recommend implementation strategies and priorities for credit risk management best practices
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Help develop and recommend strategic directions and business positions
• Advise clients and partners to position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support strategic projects and initiatives
• Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
• Represent the unit before senior management committees and decision-making bodies
• Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
• Serve as expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies

Account Manager

• 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 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, ensure sound risk management, improve portfolio profitability and strengthen business relationships
• Identify business development opportunities that increase the competitiveness of products and services
• Execute promotional activities and participate in targeted public relations activities and the business community
• Address client and member needs, seize business opportunities and refer them to the appropriate person as needed
• Provide sound and prudent risk management for all portfolios under responsibility

Account Manager, Commercial Market

• Initiate, develop and maintain personalized business relationships with current and potential clients
• 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
• Analyze dissatisfaction sources and recommend 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
• Ensure client and member satisfaction, seize business opportunities and refer clients as needed
• Provide sound and prudent risk management for assigned portfolios

Research Analyst

• Assist in developing comprehensive company- and industry-specific financial and operational models
• Maintain and develop sector-specific databases
• Compile and evaluate industry information and research
• Assist in generating company and industry research reports and comments
• Provide analytical, quantitative, and administrative support to the analyst
• Assist with ad hoc projects, presentations, and assignments
• Liaise with sales, trading, and other areas of the firm
• Develop and maintain relationships with key personnel from companies under coverage

Equity Research Associate, Metals & Mining

Representative

• Develop and maintain lasting business relationships with real estate agencies, brokers, and residential real estate developers
• Invest in client prospecting
• Target and analyze client needs
• Develop appropriate strategies and prepare mortgage financing offers to meet targeted results
• Promote the overall offer, including insurance and cross-selling
• Maintain a presence in the area's business community
• Comply with frameworks, practices, and laws governing the distribution of financial products and services
• Stay informed about financial services industry news, market trends, and best practices

Representative, Mortgage

Communications

• Promote the organization’s projects, policies and programs by designing and developing communications
• Share communications 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
• Lead complex and innovative development projects and strategic initiatives involving print media, linguistic services and speechwriting
• Lead specialized development projects, initiatives and activities impacting the entire organization
• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic communications 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 when making agreements with external partners and organizations
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Communications 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 solutions for investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Provide significant 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 as needed, 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 get the most from tools and channels based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• Develop the caisse's annual communication activities plan based on the allocated budget
• Provide recommendations to managers regarding communication strategies and activities targeting various clienteles, community organizations, officers and employees
• Assist managers in carrying out communication activities
• Advise managers in developing, improving and implementing communications solutions, programs and tools
• Assist in developing, monitoring and implementing internal and external communications action plans aligned with Desjardins Group's targeted results and strategic orientations
• Maintain the caisse's and Desjardins Group's positive image by identifying potential risks and informing general management and involved partners
• Monitor service-quality activities for members and customers, including surveys and complaint processing
• Receive, assess and recommend sponsorship, donation and subscription requests and follow up on funding levels
• Assist the manager in negotiating sponsorship, donation and subscription agreements
• Assist in producing the caisse's social responsibility report
• Oversee the organization and logistics of caisse events, including writing speeches for annual general meetings and special meetings
• Produce the annual report
• Analyze, select and ensure the quality of communication vehicles for members and customers, including letters and mass mailings
• Produce and disseminate information for local newspapers and internal communications
• Support caisse representatives in maintaining business relationships with clienteles and community organizations
• Assist with organizing customer and community-organization events, including information sessions, conferences and school caisse activities
• Moderate social media communities, draft informational content and ensure relevance and coherence of comments and interactions
• Identify needs and follow up on advertising-placement mandates with involved partners
• Follow up on Desjardins Group merchandising proposals, including ordering promotional materials and posters for caisse sites