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Posted 9 days ago

Senior Advisor, Financial performance and budget

@ Federation Caisses Desjardins

Montréal, QC · Lévis, QC

HybridFull-time6+ years experience
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SIGNALS

Overview

Federation Caisses Desjardins is hiring a senior financial performance and budget advisor to design, update, analyze and monitor income and expense strategies, budget forecasts and pension plan investments. The role leads complex strategic projects, advises decision-making bodies and represents Desjardins with external partners. The posting states a hybrid arrangement, a competitive salary with annual bonus, four weeks of vacation and a defined benefit pension plan.

Responsibilities:

  • Advise clients and partners on strategic projects and initiatives
  • Develop and update policies, standards and models
  • Analyze major issues and recommend actions to decision-making bodies
  • Represent the unit before decision-making bodies
  • Represent Desjardins with external partners

Requirements summary:

  • Bachelor's degree in a related field
  • Minimum six years of relevant experience
  • Strong interpersonal savvy and communication
  • Fluent French required

Tools & skills

Benefits mentioned

Retirement planPaid time off
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-11-02
First seen by our source
2026-10-26
Source record updated
2026-11-10

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentFinance & accounting
Experience6+ years
Hours per week40 (estimated)
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesFrench, English
EducationBachelor’s degree (required)
Perks mentionedGenerous paid time off, Flexible hours, Retirement plan, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

Federation Caisses Desjardins

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.

LinkedIn followers
379,882
People associated on LinkedIn
43,673
Reported office locations
  • 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
  • 11 King St W, Toronto, ON M5H 4C7, CA
  • 110 9 Ave SW, Calgary, AB T2P 0T1, CA
  • 1 Complexe Desjardins, Montreal, QC H2X, CA
Business categories
  • Banking
  • InsurTech
  • Insurance
  • Financial Services
Other recorded names
  • Desjardins
Specialties
  • Services financiers
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…

FieldValue
IndustryBanking
Company size10,001+ employees
HeadquartersLévis, Québec
Organization typePrivately Held
SpecialtiesServices financiers
Open jobs on Jobsy164
LinkedInView page
Job description

As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You lead development projects and strategic initiatives that are complex and innovative. Your initiatives require extensive knowledge of your specialty area. You make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives that require comprehensive analysis and understanding of the organization and line of business. Coordination is critical, so you interact with stakeholders working in many other fields. Interpersonal savvy is therefore essential. You serve as specialist advisor and subject matter expert, as well as resource person and coach for decision-making bodies. More specifically, you will be required to:

  • Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives.
  • Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives.
  • Identify, analyze and diagnose major issues and make recommendations to decision-making bodies.
  • Represent your unit before decision-making bodies.
  • Represent Desjardins’s position when making agreements with external partners and organizations.

What we offer*

  • 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

* Benefits apply based on eligibility criteria.

#LI-Hybrid


What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
Ambiguity, Communicates effectively, Interpersonal Savvy, Strategic mindset, Work processes

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

General finance and accounting (FG)

Unposting Date

2026-11-17

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