Senior Advisor, Personal

Desjardins; Montreal West; On-site; CAD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health & wellness expense reimburse.-

Telework equipment

Job summary

Desjardins is seeking a senior personal advisor to lead sales and service development, building long-term client relationships and strategic partnerships. You will guide members and stakeholders, shape initiatives, and optimize profitability while ensuring satisfaction.

The role requires French language skills and strong English communication abilities, with a focus on strategic mindset and networking across multiple business sectors.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum six years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required; advanced English skills are needed for interactions with partners and clients.
• Other combinations of qualifications and relevant experience may be considered.

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; develop retention tactics and strategies.
• Monitor the industry to understand and anticipate trends in the specialty area and make recommendations.

Skills

Networking skills

Interpersonal savvy

French proficiency

English proficiency

Education

Bachelor's degree in a related field

Mutual fund representative certificate

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 clients and practitioners on sales and service development projects, initiatives and activities that significantly impact multiple business sectors. 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 important clients who have complex, diverse needs. Your complex, strategic initiatives require extensive knowledge of sales and service. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs. You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients. 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 specialty area 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 six 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
• 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, 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)