Senior Tax Advisor

Desjardins Group; Montreal; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Personal Advisor to enhance client relationships and drive strategic initiatives. In this pivotal role, you will leverage your extensive experience to analyze complex problems and tailor solutions that meet the diverse needs of clients. Your strategic mindset will be crucial in developing tactics that not only retain clients but also foster new partnerships. With a commitment to customer satisfaction, you will play a key role in shaping the organization's growth and profitability. Join a forward-thinking company that values diversity and inclusion, and offers a competitive salary along with a comprehensive benefits package.

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

• 8+ years of relevant experience in sales and service.
• Expertise in developing and maintaining business relationships.

Responsibilities

• Evaluate and act on business opportunities to boost profitability.
• Advise clients on strategic initiatives and retention strategies.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Strategic mindset

Networking

Nimble learning

Education

Bachelor's degree in a related field

Job description

Job Description: Senior Personal Advisor

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 an expert for your unit, members, and clients and represent your unit before senior management committees and decision-making bodies. You also have considerable leeway and many opportunities to establish and negotiate product and service terms.

More specifically, you will be required to:

1. Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability.

2. Advise members, clients, and stakeholders to help them position, plan, develop, execute, and monitor strategic initiatives.

3. See to member, client, and stakeholder development, retention, and satisfaction. Develop retention tactics and strategies.

4. 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.

• Other combinations of qualifications and relevant experience may be considered.

• Knowledge of French is required.

Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset

#LI-Hybrid

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. We have zero tolerance for discrimination of any kind. 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

2025-05-26