Senior Advisor, Financial performance and budget

Desjardins; Montreal; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness,

Job summary

Desjardins is seeking a senior financial performance and budget advisor in Montreal to design, monitor and improve income and expense accounting strategies. You will lead complex projects, coordinate with diverse stakeholders, and provide expert advice for decision-making bodies.

The role emphasizes strategic planning, analysis and collaboration, with a focus on pension planning, budgeting and financial performance.

Qualifications

• Bachelor’s degree in a related field.
• A minimum of six years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Advise clients and partners to help 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

French knowledge

Interpersonal savvy

Strategic mindset

Effective communication

Education

Bachelor's degree in a related field

Job description

As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. 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.

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
  Ambiguity, Communicates effectively, Interpersonal Savvy, Strategic mindset, Work processes

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

General finance and accounting (FG)

Unposting Date

2026-10-30