Senior business strategy advisor shaping strategic initiatives for Desjardins, North America's largest cooperative financial group. Advising leaders, analyzing complex issues, and driving transformation projects.
About the role
- Specialized Financing and Banking Solutions Advisor helping high-net-worth clients with financial services and advice. Collaborating closely with wealth managers and providing personalized business relationships.
Responsibilities
- Identify current and potential needs, with a focus on growing the wealth of members and clients.
- Identify and analyze member and client needs, and offer personalized advice regarding financing, complementary investments and everyday financial solutions.
- Analyze, answer, handle and follow up on member/client queries about banking services.
- Stay on top of the latest standards, products and services in your field.
- Negotiate credit conditions in accordance with risk management and profitability standards.
- Be familiar with Desjardins's digital solutions and help members and clients use them by providing information and assistance.
- Contribute to business development objectives for Signature Service (Desjardins Securities) by working closely with key collaborators at Desjardins, while ensuring the in-transfer and development of new business with target clients.
- Structure highly complex financing applications.
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- 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
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.
Operational efficiency advisor improving business processes and operations for Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and implementing operational solutions.
Conseiller en performance des initiatives talents chez CAA - Québec, club automobile et services aux membres. Analyser les données RH, mesurer l’impact des initiatives et recommander des améliorations.
Private Banking Advisor supporting high - net - worth Canadians with tailored banking advice at RBC. Building relationships, developing households, and delivering day - to - day banking solutions.
Private Banking Advisor managing high - net - worth banking, credit, and investment portfolios for CIBC, a Canadian relationship - oriented bank. Expanding client relationships and delivering wealth - planning solutions across Markham and Richmond Hill.
Senior advisor improving operational efficiency and strategic initiatives for Desjardins, North America's largest cooperative financial group. Advising stakeholders, developing policies and guiding complex projects.
Personal Insurance Advisor selling new policies and retaining clients for BrokerLink, an insurance brokerage. Serving walk - in and outbound sales opportunities from Oakville or Newmarket offices.
Member/client service advisor selling specialized financial products for Desjardins, North America’s largest cooperative financial group. Building client relationships, assessing needs, and supporting retention across distribution channels.
Senior training advisor developing skills programs and strategic initiatives for Desjardins, North America’s largest cooperative financial group. Coaching employees and advising decision - making bodies.
Advisor, Securities supporting Desjardins, North America's largest cooperative financial group. Serving branch clients, selling investment products, and coordinating compliance and administrative operations.