Desjardins Group

Manager, Financial Strategy and Optimization, Insurance and Wealth Management

Desjardins Group$100K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance, accounting or a related field
  • Nine years of relevant experience, including four years in management
  • Experience in developing optimization and acquisition strategies
  • Professional credentials such as MBA, CPA, CFA, or EEE/CBV
  • Knowledge of French is required
  • Advanced proficiency in financial concepts and corporate performance
  • Strong capability in financial planning and analysis, especially in insurance and wealth management

Responsibilities

  • Support the Director in launching the new Financial Strategy and Optimization Department
  • Align strategic directions with financial priorities across Insurance and Wealth Management
  • Craft and execute the administrative department’s business plan
  • Assist business partners in enhancing performance and financial strategies
  • Oversee acquisition activities and conduct strategic financial analyses
  • Enhance the quality and relevance of financial information for decision-making
  • Promote continuous capital optimization within Insurance and Wealth Management
  • Influence senior management with analyses and strategic recommendations
  • Develop and support teams in a transformational setup to foster expertise and collaboration
  • Ensure effective governance and achieve target results

Benefits

  • 4 weeks of flexible vacation starting from the first year
  • Defined benefit pension plan for stable retirement income
  • Group insurance including telemedicine
  • Reimbursement for health and wellness expenses and telework equipment
Full Job Description

*Please note that the position level is currently under evaluation


The Financial Strategy and Performance, Insurance and Wealth Management Administrative Department is looking for a manager to lead the Financial Strategy and Optimization Department. As a strategic partner to three business sectors, this department ensures the consistency, efficiency, and value creation of financial activities. You will help optimize financial performance by contributing to the financial strategy, capital optimization and various performance levers. You will be responsible for building the team, defining its service offering, developing and implementing its action plan, and managing its performance. Through your engaging leadership style and your ability to develop talent, you will support informed decision-making, optimize resource allocation, and help create value for the organization. More specifically, you will be required to :

  • Support the Director in establishing and operationalizing this new department.
  • Help align strategic directions and ensure that business and financial priorities are implemented across Insurance and Wealth Management
  • Develop and carry out the administrative department’s business plan, ensuring the delivery of initiatives, strong team performance and demonstrated value
  • Support business partners in optimizing performance levers and developing financial strategies
  • Oversee acquisition activities and strategic financial analyses supporting investment and growth decisions
  • Strengthen the quality, relevance and use of financial information for decision-making
  • Support continuous optimization of Insurance and Wealth Management capital
  • Influence senior management decisions by providing analyses, recommendations and strategic insights
  • Mobilize, develop and support teams in a transformational environment to strengthen expertise, collaboration, sustainable performance and adherence to Desjardins’s cooperative values
  • Ensure rigorous governance, effective reporting and the achievement of target results

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 finance, accounting or a related field
  • A minimum of nine years of relevant experience, including four years in a management role
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Significant experience in developing optimization and acquisition strategies, and in conducting business valuations
  • Professional credentials, such as MBA, CPA, CFA, EEE/CBV
  • Knowledge of French is required
  • Advanced proficiency in financial concepts, corporate performance and value creation
  • Proficiency in financial planning and forward-looking analysis, particularly in insurance and wealth management
Action oriented, Communicates effectively, Customer Focus, Decision quality, Develops talent, Differences, Drive results, Engagement, Nimble learning, Strategic mindset, Teams


Job Family

Management (FG)

Unposting Date

2026-08-28

About Desjardins Group

Desjardins Group is a Canadian cooperative financial group with headquarters in Montreal, Quebec. It was founded in 1900 and has since grown to become the largest cooperative financial group in Canada, with over 7 million members and clients. The group offers a range of financial services including banking, insurance, wealth management, and investment services. Desjardins Group operates primarily in Quebec and Ontario, but also has a presence in other Canadian provinces as well as in the United States and Europe. The group is committed to social responsibility and sustainability, and has implemented various initiatives to promote these values.
Learn more about Desjardins Group
Size
48,200 employees
Industry

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