Senior business strategy advisor shaping plans, policies, and complex initiatives at Desjardins financial cooperative. Advising executives and decision - making bodies on strategic direction and execution.
About the role
- Desjardins wealth advisor developing financial plans, investment strategies and insurance solutions. Building relationships with Montréal members, businesses and business owners.
Responsibilities
- Develop and maintain lasting, trusting business relationships with members and clients
- Assess needs and provide advice suited to clients’ financial situations and goals
- Work with mass-affluent individuals, businesses and business owners across all life stages
- Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
- Advise on savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies
- Support the financial empowerment of members and clients while balancing satisfaction, business objectives, profitability and prudent risk management
- Promote digital solutions and help members and clients adopt them
- Carry out financial transactions and present self-serve solutions as needed
- Collaborate with partners and specialists to design integrated strategies
- Identify business opportunities and refer members and clients to colleagues or other entities for specialized or day-to-day needs
- Manage business relationships, assess satisfaction and service quality, follow up and identify improvements
- Monitor financial-services news, market trends and best practices to identify business-development opportunities
- Participate in outreach activities and remain present in the community
- Conduct onsite visits of businesses served
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Hold the title of Financial Planner
- Knowledge of French is required
- Advanced proficiency of English required due to interactions with English-speaking partners, members and/or clients
- Available to work one evening per week and on a rotating Saturday schedule
- Action oriented, Complexity, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Tech savvy
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 and job accommodations available upon request
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.
Desjardins advisor building client relationships, assessing needs, and selling specialized financial products and services. Full - time telework role supporting member satisfaction and retention.
Senior business strategy advisor developing business plans, intelligence, and strategic initiatives for Desjardins. Advising leaders and decision - making bodies on complex organizational transformation projects.
Lead national research initiatives for Canada’s Indigenous Languages Commission. Advise on language revitalization, data sovereignty, partnerships, and evidence - informed policy.
EC
Conseiller principal en gouvernance du portefeuille de transformation chez EDC, société canadienne aidant les entreprises à réussir à l’étranger. Supervision, conformité, Planview et rapports à la haute direction.
Market and operational readiness advisor preparing Enbridge renewable power assets for commissioning and operational acceptance. Coordinating project, engineering, operations, commercial, and supply chain stakeholders.
Health strategy advisor improving Peel Region healthcare performance and outcomes. Leading strategic planning, quality improvement, change management, and community partnerships.
Wealth Management Advisor developing client relationships and financial strategies at Desjardins, a cooperative financial services organization. Recommending investments, loans, and insurance solutions for members and business owners.
Senior business strategy advisor shaping Desjardins transformation initiatives and strategic solutions. Advising leaders, developing strategic programs, and guiding complex cross - sector projects.
Senior change advisor guiding commercial property - and - casualty insurance transformation at Desjardins. Developing communications, coordinating partners, and supporting teams through complex initiatives.