Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Securities Advisor focused on developing business relationships and advising clients on financial solutions. Collaborating on product offerings and ensuring member/client satisfaction while managing complex needs.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Set goals and advise members and clients on the best solutions and strategies
- Analyze and meet complex client needs, handle requests and follow up as needed
- Collect, compile and analyze data. Prepare reports and recommendations
- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.
Requirements
- College diploma in a related field
- A minimum of three years of relevant experience
- 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 and telework equipment
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