Desjardins Group

Senior Advisor, Performance and Portfolio Management

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

Qualifications

  • Bachelor's degree in a related field
  • Minimum of eight years of relevant experience
  • Experience in delivery and execution of mandates
  • Advanced experience in business planning and forecasting
  • Knowledge of intermediate French required for duties and communications
  • Advanced proficiency in English
  • Strong understanding of the banking and payments industry
  • Deep knowledge of credit card services regulatory environment

Responsibilities

  • Lead development of comprehensive business plans for consumer and business portfolios
  • Develop accurate forecasts aligned with strategic objectives
  • Conduct monthly, quarterly, and annual business reviews with senior stakeholders
  • Serve as project coordinator to address performance variances identified through KPI reviews
  • Identify initiatives to generate revenue and reduce costs
  • Ensure ongoing compliance with provincial and federal regulatory obligations
  • Strengthen federal partner support framework and lead collaborative compliance meetings
  • Monitor changes in federal laws, evaluate impacts on business, and recommend strategies

Benefits

  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan for stable retirement income
  • Group insurance including telemedicine access
  • Reimbursement for health and wellness expenses and telework equipment
Full Job Description
As Senior Advisor, Performance and Portfolio Management, you will play a leadership and influencer role with the various stakeholders in the context of files and projects involving strategic and complex development and interventions, of a transversal and innovative nature. In this regard, you will contribute to the development and recommendation of strategic orientations and business positioning. You will make recommendations for the development and implementation of files, or projects, with very high operational and conceptual complexity requiring a global and in-depth analysis and understanding of the business field and the organization. There are many linkages and you are called upon to interact with a very large number of stakeholders working in various fields of expertise. More specifically, you will be required to:
  • Lead the development of a comprehensive business plans across both consumer and business portfolios
  • Develop forecast for consumer and business portfolios, ensuring accuracy and alignment with strategic objectives
  • Lead monthly, quarterly, and annual business reviews with senior stakeholders, providing insights on performance, risks, and opportunities
  • Serve as project coordinator to drive closure of variances identified through KPI reviews and follow through of activities to improve performance
  • Continue to improve the efficiency and profitability of our activities to achieve the targets of the execution plan (channels, solutions, projects, etc.)
  • Continuously identify the various initiatives to generate more revenue, reduce costs and increase efficiency
  • Ensure ongoing compliance with regulatory obligations, both provincial and federal
  • Strengthen Collabria's federal partner support framework, ensuring a consistent and strategic approach to regulatory engagement
  • Lead monthly Federal Working Group meetings, fostering collaboration and alignment on compliance priorities
  • Collaborate with internal teams and credit union partners to design and implement effective action plans to address requirements
  • Monitor and analyze changes in federal laws and regulations, evaluate their impact on Collabria's business model, and recommend proactive, risk-informed strategies
  • Ensure that all non-conformities are adequately addressed through appropriate mitigation measures or formally accepted risk-taking internally, both for new product launches and for relaunches of existing products with known non-conformities.


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, #ON11

What you bring to the table
  • Bachelor's degree in a related field
  • A minimum of eight years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Experience in delivery and execution of mandates
  • Advanced experience in business planning and forecasting
  • Knowledge of intermediate French is required required due to the nature of the duties or work tools or because the position involves interactions with French-speaking team members
  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
  • Advanced knowledge of the banking and payments industry
  • Advanced knowledge of the credit card services domain - specifically, its regulatory environment
Action oriented, Business insight, Collaborates, Customer Focus, Differences, Nimble learning

Trade Union (If applicable)

Job Family
Marketing (FG)

Unposting Date
2026-09-15

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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