Senior Advisor, Personal

1 week ago

Montreal, Quebec, Canada Desjardins Full time $100,000 - $120,000 per year

As a senior personal advisor, you help serve, prospect for, solicit and develop and maintain business relationships with members and clients. You provide service based on client needs and in accordance with strategies and practices. You lead and influence clients and practitioners on large-scale sales and service development projects, initiatives and activities that have a major impact on the entire organization. You draw on your strategic mindset to boost the organization's development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige clients or a very large base of clients who have complex, diverse needs. Your strategic, highly complex initiatives require extensive, in-depth knowledge of sales and service. You analyze very highly complex problems and develop and implement personalized solutions tailored to client needs. You serve as an expert for your unit, members and clients, and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into large-scale agreements with clients. You have considerable leeway and very frequent opportunities to establish and negotiate product and service terms. More specifically, you will be required to:

  • Evaluate and act on business and partnership opportunities to boost the organization's development and profitability.

  • Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives under your responsibility.

  • See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies.

  • Monitor the industry to understand and anticipate trends in your field of expertise and make recommendations.

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 eight years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Mutual fund representative certificate – Autorité des marchés financiers

  • Knowledge of French is required

Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset

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

Member/client sales and service (FG)

Unposting Date

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