As a Prospective Portfolio Analysis Advisor, your role is to support wealth management account managers and caisse advisors with specific investment strategies. You’re responsible for conducting comparative portfolio analyses and providing relevant information and observations. You also perform other tasks that draw on your expertise. Your initiatives require extensive, in-depth knowledge of the investment field. More specifically, you will be required to: Carry out high-quality and compliant comparative portfolio analyses for the caisse network and Signature Service. Collect, compile and analyze portfolios. Write reports and make recommendations. Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field. 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. What you bring to the table Bachelor’s degree in finance or a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Intermediate 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 Knowledge of the funds industry Expertise in analysis and research Business insight, Collaborates, Innovation, Interpersonal Savvy Desjardins it's a world of career possibilities. Explore different fields of work and find what you're passionate about. Click here Trade Union (If applicable) 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! Job Family Administration (FG) Unposting Date 2025-11-26 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!
