Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Senior wealth advisor developing personalized investment and wealth strategies for Desjardins' affluent members and clients. Managing relationships, sales objectives, market trends, and expert team guidance.
Responsibilities
- Develop and manage business relationships
- Prospect for and solicit new mass-affluent Signature Service members and clients
- Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
- Serve as an expert advisor for the 360° wealth management approach and for savings and investments
- Provide members and clients with premium support
- Develop high-level financial strategies as a business relationship leader
- Work closely with expert professionals and specialized partners to implement the 360° approach
- Drum up new business and develop the full potential of existing members and clients
- Set goals and advise members and clients on the best strategies
- Develop a comprehensive 360° offering based on member and client needs
- Contribute to meeting sales objectives by developing action plans based on the business plan
- Monitor stock market movements and trends likely to influence investments
- Stay up-to-date on market trends and best practices
- Participate in promotional and public relations activities and maintain a presence in the business community
- Represent Desjardins and enter the organization into agreements with members and clients
- Establish and negotiate product and service terms
- Mentor and coach members of the team
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Communicates effectively
- 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.
Data Advisor advancing GMF’s Canadian municipal sustainability funding through dashboards, data systems, and program evaluation. Supporting risk monitoring, information systems, and continuous improvement.
Turnaround and recovery advisor managing distressed loans, bad debt and guarantees for Desjardins. Developing recovery strategies, analyzing data and advising clients and partners.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, and insurance. Building client relationships and integrated financial strategies.
Wealth Management Advisor helping Desjardins members and business owners achieve financial goals. Recommending integrated investment, lending, and insurance strategies.
Wealth Management Advisor helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Senior business advisor developing strategic client partnerships and growth initiatives for Desjardins. Advising members, clients, and stakeholders while driving retention, profitability, and sales - service development.
Senior business strategy advisor shaping Desjardins’s strategic initiatives and organizational transformation. Advising leaders, developing business strategies, and guiding complex cross - sector projects.
Warranty advisor managing registrations, pricing, reconciliations, and customer support for Finning Canada’s equipment operations. Partnering with sales teams and Caterpillar across Alberta, British Columbia, and Saskatchewan.
Commercial Credit Advisor supporting RBC agricultural lending, renewals, and credit adjudication. Reviewing risk, structuring transactions, and partnering with Relationship Managers to serve clients.