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Advisor, Investment product taxation

  • The work arrangement for the position is hybrid work
  • Montréal
  • Full time
  • Regular position
  • R2606987
  • Job Offer

    As a Advisor, Investment product taxation, you help study, interpret and coordinate tax law. You also take part in development, updating, implementation and monitoring activities to balance business needs, tax efficiency, regulatory compliance and best practices. You help produce tax returns and verify that accounting and financial practices comply with tax rules. You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and initiatives require extensive knowledge of your line of work. In addition to preparing recommendations, solutions and action plans, you produce tax documents based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential. You serve as resource person for your unit, clients and partners. More specifically, you will be required to:

    • Advise clients to help them develop, implement and monitor initiatives
    • Diagnose issues, challenges and needs to determine target outcomes
    • Develop and help implement objectives, solutions and action plans
    • Analyze data, conduct studies, make recommendations and write reports
    • Help develop policies, standards, models and programs to support your unit’s strategic projects and initiatives
    • Monitor the industry to understand and anticipate trends in your field and make recommendations to develop best practices for the organization
    • Serve as resource person to help internal and external clients solve complex problems.

    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 a related field
    • A minimum of four years of relevant experience
    • Please note that other combinations of qualifications and relevant experience may be considered
    • Knowledge of French is required

    Communicates effectively, Decision quality, 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.

    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

    General finance and accounting (FG)

    Unposting Date

    2026-06-18

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    Who we are?

    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.

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    • Montréal
    • Full time
    Advisor, Investment product taxation - Desjardins