Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
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Manager, Financial Strategy and Optimization, Insurance and Wealth Management
Posted 2 weeks ago
About the role
- Manager leading the Financial Strategy and Optimization Department at Desjardins. Overseeing financial strategy and team performance in the Insurance and Wealth Management sector.
Responsibilities
- Support the Director in establishing and operationalizing this new department.
- Help align strategic directions and ensure that business and financial priorities are implemented across Insurance and Wealth Management
- Develop and carry out the administrative department’s business plan, ensuring the delivery of initiatives, strong team performance and demonstrated value
- Support business partners in optimizing performance levers and developing financial strategies
- Oversee acquisition activities and strategic financial analyses supporting investment and growth decisions
- Strengthen the quality, relevance and use of financial information for decision-making
- Support continuous optimization of Insurance and Wealth Management capital
- Influence senior management decisions by providing analyses, recommendations and strategic insights
- Mobilize, develop and support teams in a transformational environment to strengthen expertise, collaboration, sustainable performance and adherence to Desjardins’s cooperative values
- Ensure rigorous governance, effective reporting and the achievement of target results
Requirements
- Bachelor’s degree in finance, accounting or a related field
- A minimum of nine years of relevant experience, including four years in a management role
- Significant experience in developing optimization and acquisition strategies, and in conducting business valuations
- Professional credentials, such as MBA, CPA, CFA, EEE/CBV
- Knowledge of French is required
- Advanced proficiency in financial concepts, corporate performance and value creation
- Proficiency in financial planning and forward-looking analysis, particularly in insurance and wealth management
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
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