Sun Life financial advisor trainee gaining client - facing experience, licensing, and business development skills. Preparing for a future advisory career helping clients achieve financial security.
About the role
- Senior operational efficiency advisor improving Desjardins business processes and strategic initiatives. Advising stakeholders and leading complex projects across the organization.
Responsibilities
- Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
- Develop and update policies, standards, models and programs to support the unit’s strategic projects and initiatives
- Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
- Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
- Represent the unit before decision-making bodies
- Represent Desjardins’s position when making agreements with external partners and organizations
- Design and improve business processes and operations based on business models and organizational structures to boost operational efficiency
- Lead complex and innovative development projects and strategic initiatives
- Serve as specialist advisor, subject matter expert, resource person and coach for decision-making bodies
- Coordinate with stakeholders working in many other fields
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Strong communication skills in French, both oral and written
- Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Strategic mindset
- Work processes
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.
Advisor reviewing and prioritizing French - language kids’ and youth content for CBC/Radio - Canada, Canada’s public broadcaster. Monitoring trends and overseeing projects from development through production.
Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and integrated financial strategies. Building trusted relationships while balancing client satisfaction, profitability, and risk.
Credit Bureau Advisor improving credit - agency governance, data integrity and compliance at Desjardins. Supporting fraud prevention, risk management and operational efficiency across stakeholder teams.
Wealth Management Advisor guiding Desjardins members and business owners toward financial goals. Recommending investments, loans, and insurance through trusted client relationships.
Accident Benefits Claims Advisor managing Ontario accident - benefit claims at Desjardins. Supporting client recovery through investigation, negotiation, communication, and rehabilitation coordination.
Claims advisor handling property and auto insurance claims for Desjardins. Investigating damage, determining settlements, and negotiating agreements with clients and providers.
Business Advisor serving Desjardins members with specialized financial guidance. Developing client relationships, tailored solutions, and new business opportunities.
International cooperative development advisor supporting Desjardins governance, sustainability, and cooperative initiatives. Advising partners, diagnosing challenges, and developing action plans.
Personal Insurance Advisor serving clients, assessing needs, and selling policies for BrokerLink. Processing renewals, documentation, policy changes, and new business in Guelph.