Advisor, Capital Markets

The Capital Markets Applications & CRM Administrator is responsible for the administration and support of Capital Markets business applications, including BlueMatrix, Salesforce, and related research distribution platforms. The role manages user access, client and contact data, research portal administration, vendor coordination, and business support initiatives across Capital Markets. More specifically, you will be required to:

• Administer BlueMatrix and research publishing platforms
• Manage platform configuration, publishing workflows, and analyst onboarding/offboarding
• Coordinate vendor support and issue resolution
• Create and maintain Accounts, Contacts, and client records
• Manage user access, permissions, data quality, and reporting
• Support CRM enhancements, testing, and business users
• Provision users and manage research portal access
• Administer client entitlements and access governance processes.

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 commerce or a related field
• A minimum of five years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Beginner experience with CRM
• Intermediate proficiency of French due to the nature of the duties or work tools or because the position involves interactions with French-speaking team members
• Beginner knowledge of capital markets environment

Action oriented, Business insight, Customer Focus, Differences, Interpersonal Savvy, Nimble learning

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!