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Desjardins

Advisor, Investment Product Taxation

Desjardins

. Advise clients to help them develop, implement and monitor initiatives .

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