Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins. Advising stakeholders and decision - making bodies on complex organizational 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
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