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Advisor, Financial performance

June 13 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Financial Accounting, Management accounting, Financial Analysis, Management, Administration
Montreal, QC

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level


As a financial performance advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You take part in structuring and tracking financial results and disclosure, and you help improve the financial performance of the various entities in the Wealth Management sector served by the department.

You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and initiatives require extensive knowledge of your line of work.

You prepare recommendations, solutions and action plans based on the organization's objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential.

General Information on the Position

Additional responsabilities

  • Diagnose issues, challenges and needs to determine target outcomes
  • Working jointly with the various sectors involved, record and analyze the results of certain Desjardins entities, in accordance with accounting and regulatory standards.
  • Perform analyses in connection with income and expenses.
  • Develop and help implement objectives, solutions and action plans
  • Analyze data, conduct studies, make recommendations and write reports.
  • Review and update practices, policies and procedures related to your line of business.

Other working condition

  • Number of job available : 1


  • Bachelor's degree in a related field
  • A minimum of 4 years of relevant experience
  • Experience in the accounting/financial sector (an asset)
  • Experience in wealth management (asset management, trusts, mutual funds, etc.) (an asset)

Please note that other combinations of qualifications and relevant experience may be considered

  • Holding an accounting title CPA (an asset)
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Proficiency in Microsoft Office, particularly Excel

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Ambiguity, Business insight, Differences, Interpersonal Savvy, Nimble learning

Work Location

Complexe Desjardins Montréal network