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Jobs / Wealth Manager in Canada
18 days ago
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Desjardins·18 days ago
18 days ago

Senior Advisor, Business strategies

Montréal, CanadaFull-timeHybridSenior · 6+ yearsWealth Manager

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Must-have skills for this role

  • business strategy
  • strategic planning
  • interpersonal savvy
  • strategic mindset

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What you'll do

  • Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
  • Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
  • Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
  • Represent your unit before decision-making bodies
  • Represent Desjardins’s position when making agreements with external partners and organizations.

What they're looking for

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • 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

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver business strategies and solutions aligned with the business architecture of various initiatives, including the organizational transformation and shift. You lead development projects and strategic initiatives that are complex and innovative. Your initiatives require extensive knowledge of your specialty area. You make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives that require comprehensive analysis and understanding of the organization and line of business. Coordination is critical, so you frequently interact with stakeholders working in many other fields. Interpersonal savvy is therefore essential. You serve as specialist advisor and subject matter expert, as well as resource person and coach for decision-making bodies. More specifically, you will be required to:

  • Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
  • Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
  • Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
  • Represent your unit before decision-making bodies
  • Represent Desjardins’s position when making agreements with external partners and organizations.

What we offer*

  • 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

* Benefits apply based on eligibility criteria.


What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Please note that 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, Complexity, Customer Focus, Differences, Innovation, Interpersonal Savvy, Nimble learning, Strategic mindset


Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Administration (FG)

Unposting Date

2026-09-24

Company

Desjardins
Montréal, Canada

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Desjardins's careers site·first seen 2 Sept 2026·last verified 10 Sept 2026·How we source jobs

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