Desjardins

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 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

Senior Advisor, Audits, Inspections, Internal Audits

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
• Recommend investments, loans and insurance products
• Serve as a financing expert advisor and resource person for the caisse
• 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 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

Personal Finance Advisor

Business Analyst

• Contribute to activities subsequent to the authorization of financing and disbursement (post-grant)
• Ensure validity and compliance for financing applications and their conditions by validating contracts and guarantees
• Analyze and authorize disbursements while ensuring compliance with financing conditions, standards, and legislation
• Follow up with members/clients and collaborators
• Work closely with colleagues and partners involved in financing files
• Assist the manager in keeping documentation up to date and with employee coaching and training
• Validate document and contract consistency and compliance, including conditions and guarantees
• Prepare activity plans for BBO SSC to handle contract and guarantee preparation until guarantees are published and the loan is disbursed
• Complete the disbursement roadmap
• Finalize files through archiving and follow-up on missing files

Grant Analyst, Business

Financial Crime

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices
• Promote and sell financial security products and services
• Analyze member/client needs and develop personalized solutions
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Support current and potential members and clients
• Represent the organization and help negotiate agreements with clients

Financial Security Advisor, Life and Health Insurance

Marketing

• Develop and update the organization’s products and services to meet member/client needs and support business development
• Analyze market needs and develop and implement product and service marketing strategies
• Serve as a resource person to clients and partners and advise and assist them on important development projects and interventions
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare marketing recommendations, solutions and action plans based on the organization’s objectives and priorities
• Lead development projects, initiatives and activities and 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 summaries
• Frequently interact with stakeholders working in other fields

Marketing Advisor

• Develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver business strategies and solutions
• Lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives
• Advise clients and partners to position, plan, develop, execute and monitor 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 when making 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

General Counsel

• Design, update, implement and monitor legal and regulatory compliance action plans, programs, solutions and tools
• Balance business needs, requirements and best practices
• Diagnose issues, challenges and needs to determine target outcomes
• Analyze information, carry out studies, and develop and propose recommendations to develop best practices
• Help train internal practitioners, raise awareness and communicate information about the organization’s culture of ethics and compliance
• Oversee business line activities
• Help represent internal and external partners and practitioners
• Represent the unit before committees, practitioners and organizational units
• Prepare recommendations, solutions and action plans based on organizational objectives and priorities
• Help solve complex problems using analytical skills and extensive line-of-business knowledge
• Coordinate frequently with stakeholders in other fields

Advisor, Legal and Regulatory Compliance

• Lead complex strategic projects and initiatives in collaboration with the product owner and project manager
• Analyze costs, benefits, risks, constraints, business opportunities and needs to be factored into the project’s scope
• Identify, formalize and communicate needs and requirements to the various parties involved
• Formalize business objectives and model processes
• Co-create required solutions with the project team and collaborators from various sectors, ensuring alignment with business objectives
• Analyze impacts with parties involved, and identify prerequisites and internal dependencies
• Carry out change management activities
• Support the organization during solution rollouts
• Contribute to value creation and delivery as a member of the Broker Insurance Solutions Development team
• Analyze the impact of projects on the organization and influence decision-making bodies to optimize value creation

Senior Business Analyst, Property and Casualty Insurance

• Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives involving financial, regulatory, tax and accounting reporting
• Develop and update policies, standards, models and programs supporting strategic projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Conduct specialized and complex analyses for projects and initiatives impacting the organization
• Prepare reports and other specialized documents
• Implement and monitor quality control measures to ensure the integrity and accuracy of accounting data and financial statements
• Ensure compliance with regulations, financial governance rules, and tax and accounting standards
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as a specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Senior Advisor, Financial Disclosure

Administration

• Provide administrative support to Desjardins components
• Help administer specialized products and member/client accounts
• Serve as a technical expert and provide discipline-specific support for unit activities, initiatives and processes
• Research and analyze processes, information management and data processing
• Provide technical support for projects and complex operational issues
• Carry out specialized technical studies, research and analysis
• Serve as a resource person for submitting solutions and action plans
• Prepare technical notes to enhance users’ and teams’ skills and knowledge
• Help practitioners follow unit standards and processes and use business solutions, tools and systems
• Provide technical support for implementing new products and tools

Technician, Product Administration

• Help develop and update the organization’s products and services to meet member/client needs and support business development
• Analyze market needs and develop and implement product and service marketing strategies
• Serve as a resource person to clients and partners and advise and assist them on important development projects and interventions
• Recommend solutions to improve or optimize standards, policies and programs
• Prepare marketing recommendations, solutions and action plans based on the organization’s objectives and priorities
• Help solve complex problems using analytical skills and extensive knowledge of the line of business
• Coordinate and interact frequently with stakeholders working in other fields
• Lead development projects, initiatives and activities and 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 summaries

Analyst

• Support financing portfolio management for large public and private companies, primarily in the form of syndicated loans
• Prepare analyses and documentation for internal governing bodies regarding new financing applications, annual reviews and amendments for existing or prospective clients
• Analyze and monitor changes in financial performance, risk ratings, contractual commitments and the principal risks of borrowers
• Participate in due diligence and risk assessment for new and existing transactions by reviewing industry analyses, financial statements, financial models, credit agreements and transaction documentation
• Prepare transaction memos, client presentations, letters of intent and profitability analyses supporting origination, structuring and business development
• Collaborate with internal operations, risk management, structuring and syndication, corporate financing, derivatives, banking and capital markets teams
• Collaborate with external legal and financial advisors
• Support portfolio managers and client relationship managers in transactions, portfolio management and strategic business relationships
• Contribute to credit analysis, financial modelling, transaction documentation, borrower follow-up, origination materials and internal approval materials
• Formulate analyses and recommendations considering profitability, capital allocation, Desjardins’s position in banking syndicates and relationship development

Corporate Banking Analyst

• 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 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

Wealth Management Advisor

• Analyze financing files and formulate recommendations describing financing and follow-up conditions and required guarantees
• Perform variable credit control as needed
• Conduct periodic reviews of financing files
• Adhere to current policies, practices and standards and applicable laws governing the distribution of financial products and services

Senior Advisor, Audits, Inspections, Internal Audits

Personal Finance Advisor

Grant Analyst, Business

Financial Security Advisor, Life and Health Insurance

Marketing Advisor

Senior Advisor, Business Strategies

Advisor, Legal and Regulatory Compliance

Senior Business Analyst, Property and Casualty Insurance

Senior Advisor, Financial Disclosure

Technician, Product Administration

Marketing Advisor

Corporate Banking Analyst

Wealth Management Advisor

Financial Security Advisor, Life and Health Insurance

Analyste, Financement