Manager, Financial Strategy and Optimization, Insurance and Wealth Management

Desjardins • Montreal, QC

13d • Hybrid

About The Position

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

Requirements

• 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
• 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

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager