Senior Advisor, Client Relations, Group Retirement Savings

Relevance; Montreal; Hybrid; CAD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Reimbursement of health & wellness

Telework equipment

Job summary

Desjardins is seeking a Senior Advisor, Client Relations in Group Retirement Savings to maintain strategic client satisfaction and lead complex initiatives. You will develop relationships, tailor solutions, and present to pension committees and clients.

The role requires strong communication in French and English, at least six years in group retirement savings, and a Bachelor’s degree. Desjardins offers competitive compensation, a defined benefit pension, and hybrid work options.

Qualifications

• Bachelor’s degree in a relevant field.
• Experience delivering presentations to executive-level clients.
• Strong communication skills in French and English.

Responsibilities

• Contribute to developing and maintaining relationships with strategic Group Retirement Savings clients.
• Promote solutions and services aligned with business objectives.
• Analyze client needs and design customized solutions for strategic clients.
• Manage complex initiatives requiring deep expertise in the field.
• Collect and analyze data, write reports, and provide recommendations.
• Deliver presentations to promote plans to pension committees and at client meetings.
• Oversee complex plan implementations and coordinate internal/external resources.
• Support the sales team in finalist meetings with intermediaries.

Skills

Client relations

Executive presentations

Bilingual (French/English)

Strategic thinking

Project coordination

Education

Bachelor’s degree in a relevant field

Job description

As a Senior Advisor, Client Relations, Group Retirement Savings, you will ensure the highest level of satisfaction among strategic clients in order to develop and maintain strong market references. You will work with clients with diverse and highly complex needs, where the ability to communicate effectively and demonstrate a strong understanding of expressed needs is essential. More specifically, you will be required to:

• Contributing to the development and maintenance of business relationships with strategic Group Retirement Savings clients, and ensuring the development, implementation, and follow-up of action plans for these clients
• Driving results by promoting solutions and service offerings in line with the business unit’s objectives and strategies
• Analyzing client needs, proposing, designing, and implementing customized solutions to help strategic clients achieve their goals
• Working on complex initiatives that require in-depth knowledge of your field of expertise
• Collecting and analyzing data, writing results-oriented reports, and preparing recommendations
• Developing and delivering presentations on products and services to promote plans to pension committees and at clients’ annual general meetings
• Managing complex plan implementations and modifications, and maintaining communication between internal teams and external resources to ensure successful execution
• Supporting the sales team by participating in finalist meetings and meetings with intermediaries

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 relevant field
• A minimum of six years of relevant experience in the group retirement savings industry
• Please note that other combinations of education and relevant experience may be considered
• Experience delivering presentations to executive-level clients
• Group annuity representative certificate
• Strong communication skills in both French and English, spoken and written, due to the nature of the tasks, tools, and interactions with English-speaking partners, members, and clients

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

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

Member/client sales and service (FG)

Unposting Date

2026-10-22