Senior Advisor, Client Relations, Group Retirement Savings

Desjardins; Montreal West; On-site; CAD 110,000 - 145,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Group pension plan

Telemedicine coverage

Telework equipment provided

Health & wellness expense reimburse

Job summary

Desjardins is seeking a Senior Advisor, Client Relations in Montreal for Group Retirement Savings to ensure the highest satisfaction among strategic clients. You will develop, implement, and follow up on action plans, analyze needs, and present tailored solutions to pension committees and at annual meetings.

You will collaborate with internal teams and intermediaries, manage complex plan implementations, and support the sales process.

Qualifications

• Bachelor's degree required in a relevant field.
• Experience delivering presentations to executive-level clients.
• Strong communication skills in French and English.
• Six years of experience in group retirement savings advisable.
• Certificate in group annuities is a plus.

Responsibilities

• Develop and maintain relationships with strategic Group Retirement Savings clients.
• Drive results by promoting solutions aligned with unit objectives.
• Analyze client needs and design customized solutions for goals.
• Lead complex initiatives requiring deep domain knowledge.
• Collect and analyze data; write results-focused reports.
• Create and present materials to pension committees and annual meetings.
• Manage complex plan implementations and coordinate internal/external teams.
• Support the sales team in finalist and intermediary meetings.

Skills

Client relations

Executive-level presentations

Bilingual French/English

Strategic account management

Data analysis

Education

Bachelor's degree in a relevant field

Group annuity representative certificate

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.

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!

Job Family

Member/client sales and service (FG)