Senior Advisor, Performance and Portfolio Management

Desjardins Group; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense coverage

Job summary

Desjardins Group is seeking a Senior Advisor, Performance and Portfolio Management to lead cross-functional initiatives across consumer and business portfolios. You will synthesize complex data, advise on strategic orientations, and coordinate large-scale programs with a wide range of stakeholders.

The role requires advanced knowledge of banking and payments, expertise in credit card services regulatory environment, and fluency in English and French.

Qualifications

• Bachelor's degree in a related field.
• Minimum eight years of relevant experience or an equivalent combination.
• Advanced knowledge of banking and payments industries.
• Experience delivering mandates and strategic initiatives.
• Bilingual English/French communication is an asset.

Responsibilities

• Lead development of comprehensive business plans across consumer and business portfolios.
• Develop forecasts for consumer and business portfolios aligned with strategic goals.
• Lead monthly, quarterly, and annual business reviews with senior stakeholders.
• Coordinate projects to close variances identified through KPI reviews.
• Improve efficiency and profitability to meet execution plan targets.
• Identify initiatives to generate revenue, reduce costs and increase efficiency.
• Ensure ongoing compliance with provincial and federal regulatory obligations.
• Strengthen federal partner support framework with a strategic approach to regulatory engagement.
• Lead monthly Federal Working Group meetings with cross-functional teams.
• Collaborate with internal teams and credit union partners on action plans.
• Monitor changes in federal laws and regulations and assess impact on business model.
• Address non-conformities through mitigation measures or risk-taking as needed.

Skills

Banking knowledge

Payments industry knowledge

Credit card regulatory domain

Action oriented

Business insight

Collaboration

Customer focus

Equity & inclusion

Education

Bachelor's degree in a related field

Job description

As Senior Advisor, Performance and Portfolio Management, you will play a leadership and influencer role with the various stakeholders in the context of files and projects involving strategic and complex development and interventions, of a transversal and innovative nature. In this regard, you will contribute to the development and recommendation of strategic orientations and business positioning. You will make recommendations for the development and implementation of files, or projects, with very high operational and conceptual complexity requiring a global and in-depth analysis and understanding of the business field and the organization. There are many linkages and you are called upon to interact with a very large number of stakeholders working in various fields of expertise. More specifically, you will be required to:

Responsibilities

• Lead the development of a comprehensive business plans across both consumer and business portfolios
• Develop forecast for consumer and business portfolios, ensuring accuracy and alignment with strategic objectives
• Lead monthly, quarterly, and annual business reviews with senior stakeholders, providing insights on performance, risks, and opportunities
• Serve as project coordinator to drive closure of variances identified through KPI reviews and follow through of activities to improve performance
• Continue to improve the efficiency and profitability of our activities to achieve the targets of the execution plan (channels, solutions, projects, etc.)
• Continuously identify the various initiatives to generate more revenue, reduce costs and increase efficiency
• Ensure ongoing compliance with regulatory obligations, both provincial and federal
• Strengthen Collabria’s federal partner support framework, ensuring a consistent and strategic approach to regulatory engagement
• Lead monthly Federal Working Group meetings, fostering collaboration and alignment on compliance priorities
• Collaborate with internal teams and credit union partners to design and implement effective action plans to address requirements
• Monitor and analyze changes in federal laws and regulations, evaluate their impact on Collabria’s business model, and recommend proactive, risk-informed strategies
• Ensure that all non-conformities are adequately addressed through appropriate mitigation measures or formally accepted risk-taking internally, both for new product launches and for relaunches of existing products with known non-conformities

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 eight years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Experience in delivery and execution of mandates
• Advanced experience in business planning and forecasting
• Knowledge of intermediate French is required required due to the nature of the duties or work tools or because the position involves interactions with French-speaking team members
• 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
• Advanced knowledge of the banking and payments industry
• Advanced knowledge of the credit card services domain - specifically, its regulatory environment
• Action oriented, Business insight, Collaborates, Customer Focus, Differences, Nimble learning Equity, Diversity, Inclusion and Accessibility

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)

#LI-Hybrid, #ON11

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.