Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins. Advising stakeholders and decision - making bodies on complex organizational transformation projects.
About the role
- Specialized financing and banking solutions advisor developing and maintaining personalized business relationships. Offering financial services and expert advice to high-net-worth members in Canada.
Responsibilities
- Help serve, solicit and develop personalized business relationships with mass-affluent and high-net-worth members
- Develop personalized strategies and offer banking products and services
- Serve as a debt management and financing expert advisor
- Provide advice on savings, investments, and everyday financial transactions
- Work closely with the wealth manager and business centre manager
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- 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
Job title
Job type
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