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 monitoring portfolios and developing risk policies at Desjardins, a financial cooperative. Leading complex strategic initiatives and advising decision-making bodies.
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
- Target, 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
- Lead complex and innovative development projects and strategic initiatives
- Serve as specialist advisor, subject matter specialist, resource, and support person for decision-making bodies
- Coordinate extensively with stakeholders in other fields
Requirements
- Bachelor's degree in a related field
- Minimum of six years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Ability to work in a hybrid arrangement
- Ambiguity
- Communicates effectively
- Interpersonal savvy
- Strategic mindset
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Reimbursement of telework equipment
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