Senior Advisor, Project Investment Strategy (Montreal or Levis)

November 23 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Project Management, Business Analysis, Management, Consulting, Bank, Insurance, Financial services, Consulting, Financing, Investment, Merger & Acquisition, Bank, Insurance, Financial Services, Accounting, Finance, Banking, Economics, Consulting, Business analyst
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 Desjardins Group's Senior Project Investment Strategy Advisor, you lead a multidisciplinary ecosystem of collaborators to drive the Business sector investment prioritization and monitoring process.

You will be part of a team that makes recommendations pertaining to the investment portfolio's multi-year trajectory and the selection of projects that call for analysis and a comprehensive, in-depth understanding of the business and the organization. Coordination is critical, so you interact with a large number of stakeholders working in a variety of fields. A cooperative mindset and interpersonal savvy are therefore essential.

You serve as a specialized advisor and subject matter expert in your field, act as a contact and influence decision-making bodies at Desjardins Group (e.g., Management Committee, Board of Directors).

General Information on the Position

Main responsibilities

  • Implement the organization's project investment strategy and use your in-depth knowledge of the business environment and Desjardins Group's strategic planning to guide discussion

  • Identify the changes required to allow the organization to play its full role in investment planning and monitoring

  • Work with the various stakeholders to develop key performance indicators and criteria to support investment decisions

  • Improve the process and establish success factors for validating project investment requests

  • Monitor and develop best practices and standardize work methods among teams to ensure cohesion and synergies within the organization

Other working conditions

  • Workplace: Currently regular telework because of the pandemic. Position located in Lévis or Montreal, depending on the applicant selected. The work arrangement for the position is hybrid work

  • Number of jobs available : 2


  • Bachelor's degree in a related field

  • A minimum of 6 years of relevant experience

  • Experience in implementing project investment plans

  • Experience in developing performance indicators and/or dashboards

  • Experience in making presentations to executive members

  • Experience in consulting on strategic mandates (an asset)

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

  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Strong knowledge of Power Point

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Interpersonal Savvy, Strategic mindset

Work Location

Complexe Desjardins Montréal

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