Senior Advisor, Capital markets and treasury

Desjardins; Montreal; Hybrid; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

Flexible vacation (4 weeks)

Defined benefit pension plan

Group insurance incl. telemedicine

Health & wellness reimbursement

Telework equipment

Job summary

Desjardins in Montreal seeks a senior capital markets and treasury advisor to lead complex financial market, capital market and treasury initiatives. You will coordinate cross-functional projects, advise stakeholders, and shape policy and program development within a large financial institution.

Requirements include a Bachelor's in a related field, a CFA designation, six years of experience, and fluency in French with strong English skills.

Qualifications

• Bachelor's degree in a related field
• Six years of relevant experience (or equivalent combinations)
• Hold the CFA designation
• Knowledge of French is required
• Advanced proficiency of English is required

Responsibilities

• Advise clients and partners to position, plan, develop, execute and monitor strategic projects and initiatives
• Develop and update policies, standards, models and programs to support the unit’s 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

Skills

Interpersonal savvy

Strategic mindset

Action oriented

Drive results

Customer focus

Nimble learning

Tech savvy

English proficiency

French language

Six years of relevant experience

Education

Bachelor's degree in a related field

CFA designation

Job description

As a senior capital markets and treasury advisor, you help carry out financial market, capital market and treasury activities, projects and initiatives. 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 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.

#LI-Hybrid

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
• Hold the CFA designation
• 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, Drive results, Interpersonal Savvy, Nimble learning, Strategic mindset, Tech savvy

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!

Job Family General finance and accounting (FG)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.