Senior Sales Enablement Advisor

Desjardins; Lévis; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Sales Enablement Advisor to empower caisse network advisors in wealth management. This dynamic role involves crafting compelling workshops and marketing resources, and leading initiatives that enhance financial understanding and product offerings. Join a collaborative team that values creativity and strategic thinking, where your expertise will drive impactful business development projects. If you are passionate about finance and have a knack for storytelling, this opportunity is perfect for you.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• 6+ years of relevant experience in sales enablement or business development.
• In-depth knowledge of financial products and investment solutions.

Responsibilities

• Develop strategies to promote wealth management offerings.
• Design and deliver workshops for caisse network advisors.
• Collaborate with teams to align business needs and marketing.

Skills

Wealth Management

Financial Data Analysis

Workshop Facilitation

Marketing Resource Development

Competitive Intelligence

Interpersonal Skills

Strategic Mindset

Education

Bachelor of Business Administration

Finance or Related Field

Job description

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Required

As a senior sales enablement advisor in the Business Development Administrative Department, you play an expert role to help promote wealth management among caisse network advisors and strengthen their conviction toward investment. You have in-depth knowledge of this network. You’re able to create stories for workshops and evocative data-driven scenarios as well as actively participate in creating marketing resources to support the business development team. You’re also responsible for leading their workshops. You lead and influence various contributors on wealth management and business development projects and initiatives for teams in product manufacturing, network implementation, marketing and compliance. Collaborations are frequent. You’re part of a dynamic team of B2B marketing experts, structured in agile mode, and your squad is dedicated to the caisse network. Our identity is founded on collaboration, self-reliance, creativity and the development of our singular expertise. More specifically, you will be required to :

• Work out plans and strategies to position and promote our wealth management offering, developing scenarios using financial data, emphasizing the importance of financial empowerment and meeting clients’ business development needs.
• Actively contribute to promoting wealth management and the investment lineup of solutions by defining a clear roadmap for new products and changes.
• Design and deliver business development and educational workshops based on caisse network advisors’ needs and investment solutions, with sales teams.
• Improve product teams’ presentations and business development events by adding evocative scenarios, product illustrations, relevant data, etc.
• Actively contribute to creating resources as well as marketing and educational content (curating newsletter content, developing workshops with storytelling, creating content for digital portals, etc.).
• Collaborate and align business needs with teams in business development, products, caisse network, implementation, marketing, etc.
• Update B2B documents about product lines, and upload them to our digital platforms.
• Ensure competitive intelligence to gain insights into the Canadian and international markets.
  
  

Required

As a senior sales enablement advisor in the Business Development Administrative Department, you play an expert role to help promote wealth management among caisse network advisors and strengthen their conviction toward investment. You have in-depth knowledge of this network. You’re able to create stories for workshops and evocative data-driven scenarios as well as actively participate in creating marketing resources to support the business development team. You’re also responsible for leading their workshops. You lead and influence various contributors on wealth management and business development projects and initiatives for teams in product manufacturing, network implementation, marketing and compliance. Collaborations are frequent. You’re part of a dynamic team of B2B marketing experts, structured in agile mode, and your squad is dedicated to the caisse network. Our identity is founded on collaboration, self-reliance, creativity and the development of our singular expertise. More specifically, you will be required to :

• Work out plans and strategies to position and promote our wealth management offering, developing scenarios using financial data, emphasizing the importance of financial empowerment and meeting clients’ business development needs.
• Actively contribute to promoting wealth management and the investment lineup of solutions by defining a clear roadmap for new products and changes.
• Design and deliver business development and educational workshops based on caisse network advisors’ needs and investment solutions, with sales teams.
• Improve product teams’ presentations and business development events by adding evocative scenarios, product illustrations, relevant data, etc.
• Actively contribute to creating resources as well as marketing and educational content (curating newsletter content, developing workshops with storytelling, creating content for digital portals, etc.).
• Collaborate and align business needs with teams in business development, products, caisse network, implementation, marketing, etc.
• Update B2B documents about product lines, and upload them to our digital platforms.
• Ensure competitive intelligence to gain insights into the Canadian and international markets.
  
  

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 of business administration, finance or a related field
• A minimum of six years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of Desjardins products and services
• Knowledge of finance and investment
• Knowledge of French is required
• Expert 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
  
  

Interpersonal Savvy, Networks, Strategic mindset

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Trade Union (If applicable)

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)

Unposting Date

2025-05-7

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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