Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Senior wealth advisor serving Desjardins members through 360° savings and investment strategies. Developing client relationships, business opportunities, and sales plans for North America's largest cooperative financial group.
Responsibilities
- Serve, solicit, and develop and maintain business relationships with mass-affluent Signature Service members and clients
- Advise and assist members and clients in executing savings and investment strategies using the 360° approach
- Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships
- Offer premium support to members and clients
- Carry out and follow up on strategies
- Make recommendations to ensure member and client satisfaction and support business growth
- Ensure sound risk and compliance management and compliance with practices and policies
- Conduct business development activities through regular contact with members, clients, and their associates
- Drum up new business and develop the full potential of existing members and clients
- Set goals and advise members and clients on the best strategies
- Develop a comprehensive 360° offering based on member and client needs
- Contribute to sales objectives by developing action plans based on the business plan
- Monitor stock market movements and investment-influencing trends
- Stay up-to-date on market trends and best practices
- Participate in promotional and public relations activities and maintain a presence in the business community
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
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
- Reimbursement of telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
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.
Senior business strategy advisor shaping Desjardins’s strategic initiatives and organizational transformation. Advising leaders, developing business strategies, and guiding complex cross - sector projects.
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.
Commercial Credit Advisor supporting RBC agricultural lending, renewals, and credit adjudication. Reviewing risk, structuring transactions, and partnering with Relationship Managers to serve clients.