Senior Director, Wealth Management Expertise

Desjardins

Senior Director of Wealth Management overseeing strategic direction and business plan execution at Desjardins. Enhancing advisor expertise and regulatory compliance within the Canadian wealth management industry.

Posted 8/1/2026full-timeMontréal • 🇨🇦 CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management concepts and regulatory frameworks, with a strong focus on strategic planning, team mobilization, and performance optimization. Proficient in developing training strategies and launching marketing initiatives to enhance business productivity and advisory quality.

Highest-signal resume keywords

Wealth Management ConceptsRegulatory Framework KnowledgeStrategic PlanningBilingual CommunicationTeam Mobilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Plan DevelopmentPerformance OptimizationTraining Strategy ImplementationMarketing Strategy LaunchRegulatory Compliance

Soft Skills

Strong Communication SkillsTeam LeadershipTalent Development

Industry Keywords

Canadian Wealth Management IndustryInvestment Solutions DistributionBusiness Practices Optimization

About the role

Key responsibilities & impact

Help the Director define strategic directions
Manage implementation ensuring alignment with wealth management business priorities
Develop and carry out the administrative department’s business plan
Design, structure, and roll out an integrated offer of content and tools
Optimize business practices to improve productivity and advisory quality
Implement skills development and structured training strategies
Launch marketing strategies and business initiatives
Ensure oversight of regulatory frameworks and practice standards
Mobilize teams to foster performance and talent development

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of six years of relevant experience
Strong communication skills in both French and English, both oral and written
In-depth knowledge of wealth management concepts
In-depth knowledge of the regulatory framework surrounding the distribution of investment solutions in Canada
In-depth knowledge of the Canadian wealth management industry
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