Advisor, Investment Product Taxation

Desjardins

Advisor for investment product taxation at Desjardins Group interpreting tax laws and providing solutions. Develops and monitors initiatives to ensure tax efficiency and compliance.

Posted 5/22/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Advise clients to help them develop, implement and monitor initiatives
Diagnose issues, challenges and needs to determine target outcomes
Develop and help implement objectives, solutions and action plans
Analyze data, conduct studies, make recommendations and write reports
Help develop policies, standards, models and programs to support your unit’s strategic projects and initiatives
Monitor the industry to understand and anticipate trends in your field and make recommendations to develop best practices for the organization
Serve as resource person to help internal and external clients solve complex problems.

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of four years of relevant experience
Knowledge of French is required
Communicates effectively
Decision quality
Interpersonal Savvy

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

communicates effectivelydecision qualityinterpersonal savvy