Senior Advisor, Financial Performance, Budget

Desjardins

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

Posted 11/3/2026full-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 financial performance and budget forecasting. Proficient in policy development and stakeholder representation, with a requirement for fluency in French.

Highest-signal resume keywords

Strategic Project DevelopmentFinancial Performance ImprovementBudget ForecastingPolicy DevelopmentFluency In French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget ManagementStrategic PlanningProject ManagementPolicy Development

Soft Skills

Advisory SkillsAnalytical ThinkingCommunication SkillsCoachingStakeholder Engagement

Industry Keywords

Pension PlansIncome AccountingExpense AccountingDecision-Making BodiesStrategic Initiatives

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 in agreements with external partners and organizations
Design, institute, update, analyze, and monitor strategies and solutions related to income and expense accounting
Structure and track financial results and produce budget forecasts
Invest in pension plans and improve financial performance
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
Knowledge of French is required

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