Advisor, Financial disclosure

Job summary

The advisor is responsible for preparing, analyzing, and monitoring financial statements while ensuring compliance with regulatory and accounting standards. They also diagnose financial issues, develop action plans, and collaborate with stakeholders to optimize financial procedures and tools.

Job details

Temporary position for 12 months. As a financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You advise and assist clients and partners as part of intervention and development initiatives. You propose solutions to improve or optimize standards, procedures, controls and tools. Your projects and initiatives require extensive knowledge of your line of work. You prepare recommendations, solutions and action plans 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. More specifically, you will be required to: Diagnose issues, challenges and needs to determine target outcomes Perform, validate and analyze accounting and financial transactions in a timely manner while ensuring that data is complete and compliant with the organization’s accounting policies and standards Develop and help implement objectives, solutions and action plans Carry out specialized analysis and make recommendations to develop best practices for the organization Ensure compliance with regulations, financial governance rules, and tax and accounting standards. 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. #LI-Hybrid 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 Experience Permit, certification, attestation, certificate - Do not confuse a certificate (diploma) with a certification Mutual fund representative certificate – Autorité des marchés financiers Mutual fund representative certificate from the Ontario Securities Commission Representative’s certificate in damage insurance (AMF) Knowledge of French is required Intermediate advanced proficiency of written 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 Business insight, Interpersonal Savvy Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family General finance and accounting (FG) Unposting Date 2026-09-23

What you’ll do

The advisor is responsible for preparing, analyzing, and monitoring financial statements while ensuring compliance with regulatory and accounting standards. They also diagnose financial issues, develop action plans, and collaborate with stakeholders to optimize financial procedures and tools.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least four years of relevant experience. Proficiency in both English and French is required, along with strong analytical and interpersonal skills.

Benefits

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Financial Reporting · Preferred
• Data Validation · Preferred
• Financial analysis · Preferred
• Accounting · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial reporting
• Accounting
• Financial analysis
• Regulatory compliance
• Financial governance
• Tax standards
• Data validation
• Problem solving
• Analytical skills
• Interpersonal savvy
• Stakeholder management
• Business insight
• Complex Problem Solving
• Analytical Skills
• Standard Accounting Practices
• English Language
• Finance
• Financial Statements
• French Language
• Governance
• Telehealth
• Written English
• Securities (Finance)
• Coordinating

Job areas

• Finance & Accounting
• Management & Leadership
• Disclosure Specialist
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors