Securities Advisor serving Desjardins members through personalized investment advice. Selling mutual funds, ETFs, structured products, and other specialized services.
About the role
- Senior business strategy advisor shaping complex transformation initiatives at Desjardins, North America’s largest cooperative financial group. Advising leaders, developing strategic plans, and improving financial-service delivery.
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 the business architecture of various initiatives, including organizational transformation and shift
- 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 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
- 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
- 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
- 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
Job title
Job type
Experience level
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Securities Advisor serving Desjardins members and clients through personalized investment solutions. Advising on mutual funds, ETFs, structured products, and specialized services.
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