Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing financial goals, profitability, and prudent risk management.
About the role
- Accounting standards advisor improving Desjardins’ financial governance and internal auditing. Designing policies, analyzing data, and recommending solutions for organizational financial objectives.
Responsibilities
- 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
- Help 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
- Prepare 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
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Proficiency in French, both oral and written
- Action oriented
- Business insight
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
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