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
Data Advisor advancing GMF’s Canadian municipal sustainability funding through dashboards, data systems, and program evaluation. Supporting risk monitoring, information systems, and continuous improvement.
Turnaround and recovery advisor managing distressed loans, bad debt and guarantees for Desjardins. Developing recovery strategies, analyzing data and advising clients and partners.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, and insurance. Building client relationships and integrated financial strategies.
Wealth Management Advisor helping Desjardins members and business owners achieve financial goals. Recommending integrated investment, lending, and insurance strategies.
Wealth Management Advisor helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Senior business advisor developing strategic client partnerships and growth initiatives for Desjardins. Advising members, clients, and stakeholders while driving retention, profitability, and sales - service development.
Warranty advisor managing registrations, pricing, reconciliations, and customer support for Finning Canada’s equipment operations. Partnering with sales teams and Caterpillar across Alberta, British Columbia, and Saskatchewan.