Wealth Management Advisor advising Desjardins members, businesses, and owners on investments, financing, insurance, and financial planning. Building relationships and identifying business opportunities in Saint - Jérôme.
About the role
- Senior client relations advisor managing strategic group retirement savings accounts for Desjardins. Designing customized solutions, overseeing plan implementations, and supporting sales presentations.
Responsibilities
- Contribute to the development and maintenance of business relationships with strategic Group Retirement Savings clients
- Develop, implement, and follow up on action plans for strategic clients
- Promote solutions and service offerings aligned with business unit objectives and strategies
- Analyze client needs and propose, design, and implement customized solutions
- Work on complex initiatives requiring in-depth knowledge of the field
- Collect and analyze data, write results-oriented reports, and prepare recommendations
- Develop and deliver presentations on products and services to pension committees and clients’ annual general meetings
- Manage complex plan implementations and modifications
- Maintain communication between internal teams and external resources to ensure successful execution
- Support the sales team by participating in finalist meetings and meetings with intermediaries
- Ensure high client satisfaction and develop and maintain strong market references
Requirements
- Bachelor’s degree in a relevant field
- A minimum of six years of relevant experience in the group retirement savings industry
- Other combinations of education and relevant experience may be considered
- Experience delivering presentations to executive-level clients
- Group annuity representative certificate
- Strong communication skills in both French and English, spoken and written
- Ability to work with English-speaking partners, members, and clients
- Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset
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
- Recruitment process accommodations available at any stage
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