Wealth Management Advisor advising Desjardins members and business owners on investments, loans, and insurance. Building relationships and integrated financial strategies to support clients’ goals.
About the role
- Management information advisor at Desjardins, developing reports, indicators, and management systems. Analyzing organizational needs and implementing data-driven solutions and action plans.
Responsibilities
- Analyze needs and requests and respond to common user questions about management information tools
- Analyze reports on the unit’s processes, identify impacts and propose solutions
- Diagnose issues, challenges and needs to determine target outcomes
- Help develop and implement solutions, policies, programs and action plans
- Document and update procedures, requests and reports
- Extract data and produce reports and indicators for the organization by developing and administering information systems
- Analyze and adapt management systems based on the organization’s changing needs
- Advise and assist clients and partners
- Develop tools, methods and processes
- Propose recommendations, solutions and action plans based on organizational objectives and priorities
- Share ideas and help solve problems using analytical skills and knowledge of the line of business
- Interact 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
- Knowledge of French is required
- Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Action oriented
- Business insight
- 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
- Reimbursement for telework equipment
Job title
Job type
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