Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and integrated financial strategies.
About the role
- Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins financial cooperative. Advising leaders and decision-making bodies on complex organizational transformation projects.
Responsibilities
- Develop plans and business intelligence
- Monitor business plans and performance
- Set targets
- Identify opportunities to improve service delivery
- Design and deliver business strategies and solutions aligned with business architecture
- 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 on positioning, planning, development, execution and monitoring of 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
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Complexity
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Strategic mindset
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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