Wealth Management Advisor guiding affluent members and business owners on investments, loans, and insurance. Building trusted relationships and integrated financial strategies at Desjardins.
About the role
- Senior credit risk advisor guiding Desjardins credit authorization and strategic risk initiatives. Developing policies, advising decision-makers, and negotiating with external partners.
Responsibilities
- Advise clients and partners on positioning, planning, development, execution and monitoring of strategic projects and initiatives
- Develop and update policies, standards, models and programs supporting strategic projects and initiatives
- Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
- Represent the unit before senior management committees and decision-making bodies
- Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
- Lead and influence development projects and complex strategic initiatives involving multiple sectors
- 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
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 of telework equipment
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