Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Specialized Financing and Banking Solutions Advisor providing financial services and advice to mass-affluent and high-net-worth clients. Developing banking products and maintaining client relationships in Desjardins.
Responsibilities
- Help serve, solicit and develop and maintain 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
- Offer financial services and provide advice on savings, investments and everyday financial transactions
- Work closely with the wealth manager and the business centre manager
- Make recommendations to ensure the full satisfaction of members and clients
- Drive results by ensuring sound risk and compliance management
- Mentor and coach members of your team
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
- Awareness of financial, economic, political and legislative events
- Tax and financial issues for individuals and business owners
- Familiarity with all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition
- Good grasp of the philosophy and fundamentals of a financial services cooperative
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
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