Senior Advisor, Capital Markets and Treasury

Desjardins

. Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives .

Posted 10/23/2026full-timeMontréal • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advising on strategic project development and execution, with a strong focus on financial market activities and stakeholder engagement. Holds a CFA designation and possesses advanced proficiency in both English and French, enabling effective communication with diverse partners.

Highest-signal resume keywords

CFA DesignationStrategic Project DevelopmentFinancial Market ActivitiesBilingual in English and FrenchCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic PlanningPolicy DevelopmentProject ExecutionFinancial AnalysisIssue DiagnosisDecision-Making SupportCoachingMonitoringCapital Market ActivitiesTreasury Activities

Soft Skills

Action OrientedInterpersonal SavvyDrive ResultsNimble LearningStrategic Mindset

Certifications & Qualifications

CFA Designation

Industry Keywords

Strategic InitiativesClient AdvisoryStakeholder EngagementExternal PartnershipsDecision-Making Bodies

About the role

Key responsibilities & impact

Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
Develop and update policies, standards, models, and programs supporting strategic projects and initiatives
Identify, analyze, and diagnose major issues and make recommendations to decision-making bodies
Represent the unit before decision-making bodies
Represent Desjardins’s position when making agreements with external partners and organizations
Carry out financial market, capital market, and treasury activities, projects, and initiatives
Lead complex and innovative development projects and strategic initiatives
Provide specialist advice, subject-matter expertise, resources, and coaching to decision-making bodies

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of six years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Hold the CFA designation
Knowledge of French is required
Advanced 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
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
Strategic mindset
Tech 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
Recruitment-process accommodations where needed, subject to eligibility criteria