Portfolio Manager

Desjardins Group; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Portfolio Manager to lead a key sales or operations unit. This role involves developing and implementing strategic action plans, overseeing service offers, and managing a talented team. You will engage in structured performance dialogues, optimize portfolio management practices, and ensure alignment with strategic goals. The company offers a competitive salary, flexible vacation, and a defined benefit pension plan. If you are passionate about driving results and developing talent, this opportunity is perfect for you.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• 9+ years of relevant experience in portfolio and/or project management.
• Bachelor's degree in business administration or related field.

Responsibilities

• Oversee service offers and implement action plans for portfolio management.
• Ensure alignment of investment decisions with strategic goals.

Skills

Decision quality

Develops talent

Drive results

Engagement

Team management

Education

Bachelor's degree in business administration

Related field in finance or accounting

Tools

Portfolio management methodology

Project management tools

Job description

As a Portfolio Manager, you draw on your ability to make quality decisions and build effective teams to manage a key sales or operations sub-unit or a support sub-function that provides specialized services to the sector. You are responsible for overseeing your unit’s service offer, developing and implementing its action plan, and overseeing activities supporting your executive division’s business plan. You draw on your ability to develop talent and drive results to effectively manage people and performance, produce reports and ensure member/client satisfaction. More specifically, you will be required to:

• Work with the business strategy and architecture teams to help the P&C insurance management committee determine its positioning on investment principles and priorities over a horizon of 5–10 years, based on the challenges facing the P&C insurance industry and Desjardins Group’s strategic directions.
• Implement 360° portfolio management in the P&C insurance sector, based on best practices.
• Implement a roadmap for optimizing portfolio management practices, in conjunction with the Project Management Office and the Portfolio Team: collaborate with the Desjardins Group Project Management Office to ensure the development of tools; represent the sector regarding the replacement of the OPMI platform with an integrated portfolio management solution; and implement the value tracking process, in accordance with Desjardins Group’s new portfolio management practices.
• Work with the business architecture team to play a leadership role in macro-allocation by ensuring decisions are consistent and aligned with strategic goals.
• Ensure dynamic management of investments based on changing conditions for success and delivered value, in addition to changes in the internal and external environment, in order to engage in structured performance dialogue with all stakeholders, including the management committee, promoters, architects and project teams.
• Improve project control practices by drawing on Desjardins Group’s communities of practice.
• Develop the portfolio management team and help sharpen its skills by establishing management and communication practices that support change management, talent attraction and retention, skills development and employee engagement and diversity, in keeping with Desjardins’s values.

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 business administration or a related field in finance or accounting
• A minimum of nine years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Experience in portfolio and/or project management
• Experience in the financial services sector (banking, wealth management or insurance)
• Knowledge of French is required for positions in Quebec
• 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
• Knowledge of recognized portfolio management methodology

Decision quality, Develops talent, Drive results, Engagement, Teams

#LI-Hybrid

Trade Union (If applicable)

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!

Job Family

Management (FG)

Unposting Date

2025-04-23