Advisor onboarding associate coordinating advisor transitions, documentation, and system setup at Manulife, an international financial services provider. Supporting compliance, operations, and advisor experience improvements.
About the role
- Senior Advisor for business strategies in a leading cooperative financial group. Developing strategic projects and representing the unit before decision-making bodies.
Responsibilities
- Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
- Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives
- Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
- Represent your unit before decision-making bodies
- Represent Desjardins’s position when making agreements with external partners and organizations
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Knowledge of French is required
- Intermediate knowledge 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
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
Job title
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