Senior Advisor - Trustee
Montréal, QC, CA
3d ago
source : JobsMedia

Work place : Montréal)

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.


The incumbent is responsible for the management and coordination of estate liquidation, incapacitated persons and trusteeship administration matters.

The person works in the Personal Fiduciary Services team.

Main responsibilities

  • Analyze the needs of team advisors and see to the production of management information to help in decision making.
  • Contribute to cost-benefit analyses and proactive risk management.
  • Assist in researching business solutions by conducting detailed analyses to recommend the best strategies to take while respecting the organization’s business strategies, budget and timelines.
  • Liaise with stakeholders and partners in designing and delivering business strategies and solutions, ensuring that their needs are being met.
  • Help to interpret issues based on business needs and context.
  • Train and assist network resources in testing the strategies and solutions developed.
  • Other working condition

  • Number of job available : 1
  • Qualifications

  • Bachelor’s degree in a related field
  • A minimum of two years of relevant experience, including trustee estate administration, estate liquidation and property administration
  • Please note that other combinaisons of qualifications and relevant experience may be considered

  • Be a member of the Bar or the Chambre des notaires (an asset)
  • For vacant positions available in Quebec, please note that knowledge of French is required
  • Specific knowledge

    Independent speaker, intermediate knowledge of English

    Desjardins Cross-sector skills

    Accountability, Collaborates, Customer Focus, Innovation

    Key competencies for the job

    Business insight, Interpersonal Savvy

    Work Location

    Complexe Desjardins Montréal

    Administration (FG)

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