Senior Advisor, Client Relations, Group Retirement Savings

Desjardins Group; Montreal (administrative region); Hybrid; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Telework equipment

Job summary

Desjardins Group is seeking a Senior Advisor, Client Relations, Group Retirement Savings in Montreal. You will manage strategic client relationships, analyze needs, and design customized retirement solutions while coordinating with internal and external resources to ensure successful plan implementations.

You will present to pension committees and executive audiences, collaborate with sales, and contribute to a collaborative team focused on client satisfaction and business growth.

Qualifications

• Bachelor's degree in a relevant field is required
• At least six years of relevant experience in the group retirement savings industry
• Experience delivering presentations to executive-level clients
• Strong communication skills in both French and English, spoken and written

Responsibilities

• Contribute to the development and maintenance of relationships with strategic Group Retirement Savings clients and ensure action plans are implemented
• Promote solutions and service offerings in line with the unit's objectives
• Analyze client needs and design customized solutions
• Work on complex initiatives requiring in-depth knowledge
• Collect and analyze data, write reports, and prepare recommendations
• Deliver presentations on products and services to pension committees and annual meetings
• Manage complex plan implementations and coordinate with internal and external teams
• Support the sales team by participating in finalist meetings and meetings with intermediaries

Skills

Executive-level presentations

Bilingual French-English

Customer focus

Strategic mindset

Education

Bachelor's degree in a relevant field

Group annuity representative certificate

Tools

Group annuity certificate

Job description

As a Senior Advisor, Client Relations, Group Retirement Savings

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.

Responsibilities

• 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)

Unposting Date 2026-10-22

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.