Senior Advisor, Responsible Investment

Desjardins

. Analyze the ESG practices of companies within the investment universe and sectors under responsibility, including dialogue and proxy voting .

Posted 10/22/2026full-timeMontréal • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ESG analysis and responsible investment practices, with strong capabilities in investment research, data management, and effective communication. Proficient in utilizing IT tools to enhance reporting and analysis processes.

Highest-signal resume keywords

ESG AnalysisInvestment ResearchChartered Financial AnalystData ManagementReporting and Presentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisFinancial Performance EvaluationSustainability KnowledgeResearch MethodologiesPortfolio Management

Soft Skills

Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedNimble Learning

Tools & Technologies

Microsoft OfficePower BISQL

Certifications & Qualifications

Chartered Financial Analyst

Industry Keywords

Responsible InvestmentESG PracticesInvestment UniverseProxy VotingInvestment Trends

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Analyze the ESG practices of companies within the investment universe and sectors under responsibility, including dialogue and proxy voting
Track key responsible investment trends and link them to DGAM portfolio management activities
Participate in reporting for internal and external clients
Write and present analysis reports on ESG issues
Improve the processes, tools and data used by the team
Support responsible investment projects at DGAM and across Desjardins
Analyze, conduct research and manage data
Apply responsible investment and portfolio management knowledge

Requirements

What you’ll need

Bachelor of business administration, finance, economics, engineering or an investment-related field
A minimum of six years of relevant experience, ideally in investment research/analysis
Other combinations of qualifications and relevant experience may be considered
Academic specialization in finance or an appropriate field related to sustainability
Experience in analysis and investments to establish links between companies’ financial and ESG performance
Experience writing and presenting
Possess or be in the process of earning the Chartered Financial Analyst designation
Knowledge of French is required
Advanced proficiency of English
Knowledge of IT tools such as Microsoft Office, Power BI and SQL
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Strategic mindset

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
Hybrid work arrangement