Strategic Client & Partnerships Advisor

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

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.