Conseiller·ère sénior·e façonnant les initiatives stratégiques de Mila, institut montréalais de recherche en IA. Analyses qualitatives et quantitatives, soutien à la haute direction et suivi de l’impact.
About the role
- Desjardins personal advisor serving members and clients through tailored financial products and solutions. Building relationships, analyzing needs, and promoting specialized services.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
- Analyze and meet special client needs, handle requests and follow up as needed
- Collect, compile and analyze data
- Prepare reports and recommendations
- Stay on top of the latest standards, products and services in the field
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Review special requests and promote and sell specialized products and services
- Develop and implement personalized solutions and propose integrated service offers
- Support current and potential members and clients, represent the organization and help negotiate agreements with clients
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
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.
Wealth Management Advisor serving Desjardins Signature Service clients. Developing personalized investment and financial strategies while supporting business growth, compliance, and client relationships.
IT Advisor coordinating technology initiatives, budgets, risks, and governance for iA Financial Group. Supporting insurance, savings, and wealth management services across Canada and the United States.
HS&E Advisor supporting health and safety programs for Ledcor’s telecommunications network construction projects. Conducting inspections, training, risk assessments, and incident investigations across Central Canada.
Wealth Management Advisor serving Desjardins members and clients with personalized investment and financial planning advice. Supporting relationship growth, market monitoring, and compliant wealth strategies.
Desjardins real estate advisor helping clients price residential and commercial properties. Building relationships, analyzing evaluations, and recommending tailored real estate solutions.
Operational Efficiency Advisor improving business processes, tools, and action plans for Desjardins. Analyzing data and advising stakeholders in a hybrid Montréal role.
Securities advisor supporting Desjardins clients and advisors with account openings, transactions, documentation, and administrative operations. Handling client queries, reports, and compliance - focused service.
HS&E Advisor supporting health, safety, and environmental compliance across Ledcor’s ICI construction projects. Conducting audits, investigations, training, and site - based safety program development.
Senior operational efficiency advisor improving Desjardins business processes and operations. Leading complex strategic initiatives, advising stakeholders, and shaping organizational policies and standards.