Senior Advisor, Personal

Relevance; Montreal; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

telework equipment

Job summary

Desjardins in Montreal seeks a senior personal advisor to develop and maintain strategic client relationships. You will evaluate opportunities, advise members and stakeholders, and lead initiatives that impact profitability while ensuring satisfaction.

This role requires French and advanced English, a bachelor's degree, and at least eight years of experience, with a strong focus on client retention, service excellence, and strategic mindset.

Qualifications

• Bachelor's degree in a related field.
• A minimum of eight years of relevant experience.
• Knowledge of French is required.
• Advanced proficiency of English due to the nature of duties.

Responsibilities

• 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.
• See to member, client and stakeholder development, retention and satisfaction.
• Monitor the industry to understand and anticipate trends in your field and make recommendations.

Skills

Action oriented

Ambiguity

Communicates effectively

Customer Focus

Strategic mindset

Trust

Education

Bachelor's degree in a related field

Job description

As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a 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 and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs. You serve as 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 important agreements with clients. You also have considerable leeway and many 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.
• 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 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
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English‑speaking partners, members and/or clients

• Action oriented
• Ambiguity
• Communicates effectively
• Customer Focus
• Differences
• Strategic mindset
• Trust

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)