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

Use this summary to align your resume positioning with the role.

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

Highest-signal resume keywords

CFA DesignationStrategic Project DevelopmentPolicy DevelopmentBilingual CommunicationStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Action OrientedCustomer FocusInterpersonal SavvyNimble LearningStrategic Mindset

Certifications & Qualifications

CFA Designation

Industry Keywords

Strategic InitiativesDecision-Making BodiesComplex Development ProjectsClient AdvisoryExternal Partnerships

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
Lead complex and innovative development projects and strategic initiatives
Serve as specialist advisor, subject matter expert, resource person, and coach for 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
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