Senior Advisor, Capital markets and treasury

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

Benefits offered by this job

Competitive salary

Annual bonus

Pension plan

Group insurance

Telework equipment and telemedicine

Job summary

Desjardins is seeking a senior capital markets and treasury advisor to lead complex initiatives, advise clients and partners, and coordinate with stakeholders across functions. You will shape strategy, monitor execution and provide expert guidance.

Requirements include a Bachelor's in a related field, at least six years of relevant experience, CFA designation, and fluency in French and advanced English. This role offers hybrid work and strong benefits.

Qualifications

• Bachelor's degree in a related field is required.
• At least six years of relevant experience.
• CFA designation required.
• Knowledge of French is required and English proficiency is essential.

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 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.

Skills

CFA designation

French language

English proficiency

Stakeholder management

Strategic thinking

Education

Bachelor's degree in a related field

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!