Prospective Portfolio Analysis Advisor

6 days ago

Montréal, Canada Desjardins Full time

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

**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
**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.

**Job Family**

Administration (FG)
**Unposting Date**

2025-05-1

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