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About the role

  • Senior Advisor at Desjardins developing business relationships and advising clients on strategic initiatives. Leading projects that impact multiple business sectors and ensuring client satisfaction.

Responsibilities

  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
  • Provide service tailored to client needs in accordance with current strategies and practices
  • Lead clients and practitioners on sales and service development projects, initiatives and activities
  • Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
  • Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
  • Develop retention tactics and strategies
  • Monitor the industry to understand and anticipate trends in your specialty area and make recommendations

Requirements

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
  • Advanced 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

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

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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