Advisor coordinating the advisor and administrative assistant lifecycle for partner networks at Desjardins. Implementing incentive programs and providing support to clients and partners.
Responsibilities
Coordinate all activities across various sectors to ensure the successful transition of new representatives to the independent networks SFL, DFSIN, and DFSI
Contribute to the continuous improvement of advisor onboarding and offboarding processes
Identify issues, challenges, needs, and problems within your field of expertise in order to define targeted outcomes
Ensure the development of objectives, solutions, and action plans, and participate in their implementation
Act as an advisor and provide support to organizational units and various stakeholders related to your area of expertise.
Requirements
Bachelor's degree in a related field
A minimum of five years of relevant experience
Bilingual English and French due to the nature of the duties or work tools or because the position involves interactions with bilingual-speaking partners, members and/or clients
Strong knowledge of partner networks (SFL, DFSIN, DFSI)
Knowledge of the technological environment of partner networks
Knowledge of standards, laws, and procedures related to the integration of financial advisors in the insurance, investment, and securities sectors
Benefits
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
IT Manager leading managed IT services, infrastructure, and technical teams for SysGen clients. Developing strategic technology plans, optimizing operations, and managing service delivery across Alberta and British Columbia.
Product Manager leading Intact’s IT services portfolio transformation, governance, and value realization. Aligning enterprise platforms, automation, AI, and ITSM initiatives with measurable business outcomes.
Bilingual French - English Help Desk Analyst supporting legal and professional services firms’ IT users. Troubleshooting hardware, software, network, and access issues through phone, email, chat, and remote tools.
Technical Support Specialist supporting Tango Analytics' enterprise IWMS/SaaS customers. Resolving L1/L2 tickets, troubleshooting integrations, and partnering with Engineering and Product.
Technical Support Specialist supporting Tango Analytics’ enterprise IWMS/SaaS customers. Troubleshooting tickets, integrations, configurations, and incidents across L1 and L2 support.
Technical Customer Support Advocate resolving complex issues for Procurify’s agentic procurement platform. Building AI - powered documentation, automations, integrations, and customer configurations.
Global Delivery Manager leading delivery pods and SaaS implementations for insurance carriers. Coordinating resources, integrations, upgrades, and scalable customer deployments.
Director leading RPA and intelligent automation architecture at Sun Life, a financial services company. Defining enterprise platforms, governance, roadmaps, and AI - enabled business process automation.
Sun Life enterprise architecture director shaping core - platform strategy, roadmaps, governance, and modernization. Integrating cloud, infrastructure, security, application platforms, and technology investments.