Senior Director, Wealth Management

Desjardins

Senior Director leading strategic initiatives in wealth management for Desjardins Group. Driving business performance and advisor excellence through training and marketing strategies.

Posted 7/4/2026full-timeMontréal • 🇨🇦 CanadaSeniorWebsite

About the role

Key responsibilities & impact

Help the Director define strategic directions
Help with the definition of strategic directions and manage their implementation by making sure they’re aligned with wealth management business priorities
Develop and carry out the administrative department’s business plan, ensuring the delivery of initiatives, team performance and account rendering
Design, structure and roll out an integrated offer made up of content, tools and expertise to provide business development teams across all networks with effective support
Optimize business practices, processes, and use of tools (including the CRM) to improve productivity, advisory quality and the member and client experience
Implement skills development and structured training strategies, as well as targeted coaching approaches to accelerate the development of advisor and manager expertise
Launch marketing strategies and business initiatives to promote the adoption and growth of investment solutions
Ensure rigorous oversight of the regulatory framework, certifications and practice standards to guarantee compliance and professional excellence
Mobilize teams and implement management practices that foster performance, talent development, collaboration and adherence to Desjardins’s cooperative values.

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of six years of relevant experience
Knowledge of French is required for positions in Quebec
Expert 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
In-depth knowledge of wealth management concepts, particularly those established by the Institute of Financial Planning and the Chartered Financial Analyst Institute
In-depth knowledge of the regulatory framework surrounding the distribution of investment solutions in Canada (CIRO, AMF [Mutual Funds])
In-depth knowledge of the Canadian wealth management industry (competitive environment)
Available for travel is required 30% to 40% of the time

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

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Business Plan DevelopmentInvestment Solutions MarketingCRM OptimizationSkills Development ImplementationCoaching and Training Strategies

Soft Skills

CollaborationPerformance ManagementTalent Development