Desjardins

Advisor

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
• Analyze and meet special client needs, handle requests and follow up as needed
• Collect, compile and analyze data
• Prepare reports and recommendations
• Stay on top of the latest standards, products and services in the field
• 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
• Drive results to handle special information requests from clients and promote and sell specialized products and services
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
• Help 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 with clients

Advisor, Securities

Software Engineer

• Advise teams on using technology to develop business solutions and help them make changes to improve delivery velocity
• Develop highly complex execution strategies, analyze, design and document business products and solutions
• Analyze and develop software products, including design, coding, automation and testing
• Apply development, data and security best practices
• Establish and draft development methods, design patterns, procedures and IT choices
• Lead documentation writing teams preparing and delivering training to peers and users
• Collaborate with business partners and architects to understand business intentions and objectives and standardize solutions
• Identify system optimization opportunities while considering potential impacts
• Analyze, diagnose, follow up on and resolve highly complex operational and conceptual problems during major incidents
• Represent teams in dealings with executive management, partners and outside organizations

Programmer Analyst, System and Infrastructure Operations, Maintenance and Development

Account Manager

• Prospect, solicit, develop and maintain business relationships with major strategic healthcare-sector clients operating in the commercial sector
• Promote and sell Desjardins products and services to grow the business centre
• Represent, negotiate and engage companies in highly complex and innovative agreements of significant importance to the business centre
• Balance sales objectives, prudent risk management, portfolio profitability, and member, client and partner satisfaction
• Initiate, develop and maintain personalized relationships with current and potential clients
• Act as a key intermediary between the business centre and members and clients
• Ensure proper usage, updating and satisfaction with products and services; analyze dissatisfaction 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, improve portfolio profitability and strengthen relationships
• Identify business-development opportunities to increase competitiveness
• Execute promotional activities and participate in targeted public relations and business-community activities
• Address client and member needs, identify opportunities, and refer them appropriately
• Follow applicable policies, practices, standards and laws governing financial product and service distribution
• Provide sound and prudent risk management for assigned portfolios

Senior Account Manager, Healthcare

• 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
• 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 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

Manager

• Support the immediate supervisor by helping to 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 action plans to achieve target results
• Establish management and communication practices supporting 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 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
• Oversee employee skills development and service quality
• Coach team members and provide advisory services and recommendations tailored to member and client needs

Market Development Manager

Analyst

• Identify, input, analyze and interpret data to inform management decision-making and monitor management policies and practices
• Make recommendations
• Produce reports, prepare recommendations and advise on implementation
• Help develop and implement methods and processes for unit systems
• Respond to common user questions about management information tools
• Develop and administer information systems
• Analyze and adapt management systems to changing organizational needs
• Help diagnose issues and develop recommendations and implementation plans
• Develop tools, methods and processes
• Provide discipline-specific support to the unit, clients and partners
• Interact with stakeholders in other fields

Management Information Analyst

• 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
• Target, 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
• Lead complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter specialist, resource, and support person for decision-making bodies
• Coordinate extensively with stakeholders in other fields

Senior Advisor, Portfolio Monitoring, Credit Risk

• Lead the department and manage a team dedicated to selling financial products and services
• Develop and monitor business plans addressing priorities, challenges and objectives
• Ensure sector performance and sound, prudent risk management
• Build and maintain long-term business relationships with members and clients
• Support the development of business strategies aligned with Desjardins’s strategic priorities
• Ensure service quality, business relationships and member/client experience
• Implement and monitor action plans to achieve target results
• 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, continuous improvement and profitability
• Promote the Desjardins brand and strengthen community roots
• Uphold Desjardins’s cooperative values

Assistant Manager, Market Development

Programmer Analyst, System and Infrastructure Operations

Sales

• Lead the member services and sales support department
• Develop business strategies aligned with Desjardins’s strategic priorities
• Ensure service quality, business relationships, and member/client experience
• Implement and monitor action plans to achieve target results
• Lead, coach, motivate, and develop team members
• Manage talent acquisition, team synergy, and change management
• Develop a competitive and profitable service offer with cross-organizational partnerships
• Ensure process efficiency, continuous improvement, and profitability
• Promote the Desjardins brand and strengthen community relationships
• Uphold Desjardins’s cooperative values

Member Services and Sales Support Manager

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
• 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 for team members
• Help resolve complaints and problems in accordance with the organization’s practices
• Play a non-decision-making role in hiring, performance management, discipline and skills development
• Manage the budget

Team Leader – Management Support, Expertise Support

Product Manager

• Design, implement and manage a line of high-performing products meeting member and client needs
• Develop, price, improve, implement and promote products based on member, client and distribution-network needs and market trends
• Lead and influence specialists and stakeholders on cross-sector product development projects and complex strategic initiatives
• Recommend the development and execution of highly complex strategic initiatives
• Develop and recommend business directions and positions for assigned products
• Identify and implement improvements to the product offer based on member and client needs, business priorities and market developments
• Define an innovative target vision and create the mid- to long-term product roadmap
• Monitor competition and market developments, identify opportunities, anticipate impacts, and implement strategies
• Define product directions and represent the target client experience for value-added services
• Monitor commercial results and financial performance and optimize the product offer
• Manage operational, reputational and financial risks associated with the product offer
• Establish compliance frameworks for laws and regulations and advise decision-making bodies
• Represent the team’s position to decision-making bodies, senior management, partners and external organizations

Product Leader, Product Management

• Lead the department and strategically and operationally manage a team dedicated to selling financial products and services
• Develop 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, prudent risk management
• Follow up on 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
• Ensure service quality, business relationships, and member/client experience
• Implement and monitor action plans to achieve target results
• Establish management and communication practices supporting talent acquisition, team synergy, and change management
• Lead, coach, and motivate the team to develop skills, boost engagement, and empower employees
• Develop a competitive, 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

• 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
• Target, 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
• Lead complex and innovative development projects and strategic initiatives
• Serve as specialist advisor, subject matter specialist, resource and support person for decision-making bodies

• Advise clients and partners to help 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 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
• 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 complex and innovative development projects and strategic initiatives
• Advise on the planning and execution of operationally and conceptually complex projects and initiatives
• Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies

Advisor, Securities

Programmer Analyst, System and Infrastructure Operations, Maintenance and Development

Senior Account Manager, Healthcare

Wealth Management Advisor

Market Development Manager

Management Information Analyst

Senior Advisor, Portfolio Monitoring, Credit Risk

Assistant Manager, Market Development

Programmer Analyst, System and Infrastructure Operations

Member Services and Sales Support Manager

Team Leader – Management Support, Expertise Support

Product Leader, Product Management

Assistant Manager, Market Development

Senior Advisor, Portfolio Monitoring, Credit Risk

Senior Advisor, Business Strategies