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Advisor, Investment product taxation

Desjardins · Montréal-Ouest

New
Mid 🇬🇧 English

Job description

About the role

As an Advisor, Investment product taxation you will study, interpret and coordinate tax law to support business initiatives while ensuring regulatory compliance and tax efficiency. You will work closely with internal and external clients to develop, implement and monitor tax‑related projects and provide expert guidance on complex taxation matters.

Key responsibilities

  • Advise clients on the development, implementation and monitoring of tax initiatives for investment products.
  • Diagnose tax‑related issues, determine target outcomes and propose actionable solutions.
  • Develop and help implement objectives, solutions and action plans aligned with organizational priorities.
  • Analyze data, conduct studies, prepare recommendations and write detailed reports.
  • Help create policies, standards, models and programs to support strategic projects.
  • Monitor industry trends and recommend best practices for the organization.
  • Serve as a resource person for internal and external stakeholders, solving complex tax problems.

Required profile

  • Bachelor's degree in a related field.
  • Minimum of four years of relevant experience.
  • Knowledge of French is required.
  • Strong communication, decision‑making and interpersonal skills.

Required skills

    What we offer

    • Competitive salary and annual bonus.
    • Four weeks of flexible vacation starting in the first year.
    • Defined benefit pension plan providing stable retirement income.
    • Group insurance including telemedicine.
    • Reimbursement of health, wellness expenses and telework equipment (subject to eligibility).

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    Published 10 hours ago

    Expires 1 month from now

    5 views · 0 interested

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    Desjardins

    Montréal-Ouest