New Job Senior Advisor - Fiscalist In Quebec

Senior Advisor - Fiscalist
Senior Advisor - Fiscalist

Senior Advisor - Fiscalist

Company : Desjardins
Salary : Details not provided
Location : Quebec

Full Description

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 Level
The person in this position carries out prospecting and is involved with members and clients categorized as large account holders of Desjardins Group and Private Management, in accordance with the practices of their field and the organization's policies regarding financial and tax planning in finance, tax, retirement, wills, succession, and corporate issues, among others.
General Information on the Position
Main responsibilities
  • Act as a resource person for the tax consulting service offered to Wealth Management client-members, answering a large number of tax questions on a daily basis and in all areas of financial planning
  • Take charge of a referred prospect in order to propose the services available to him/her
  • Contribute to the repatriation of external assets of member clients in order to develop their full potential
  • Develop the potential clientele by promoting the service to the Group's networks and potential referrers by conducting targeted interventions, giving conferences, writing articles or speaking in influential groups
  • Ensure the continuous development of its skills by following the evolution of the field in terms of applicable standards and procedures and the various fields of specialization.
Other working conditions
  • Workplace: Position located in Montréal or Québec, depending on the the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid
  • Number of job available: 1
  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Master's degree in taxation (an asset)
Please note that other combinations of qualifications and relevant experience may be considered.
  • Financial planner designation (an asset)
  • For vacant positions available in Quebec, please note that knowledge of French is required.
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Interpersonal Savvy, Networks, Strategic mindset
Work Location
Complexe Desjardins Montréal
Trade Union
Non Syndiqué
Unposting Date
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.