Senior business strategy advisor shaping Desjardins transformation initiatives. Developing strategic plans, advising decision - makers, and leading complex cross - sector projects.
About the role
- Wealth Management Advisor developing and maintaining client relationships in Canada. Advising on financial strategies and recommending appropriate solutions for members and clients.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
- Work closely with a client base consisting of individual members and business owners
- Drive results by developing strategies and recommending investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year 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 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.
Senior business strategy advisor shaping Desjardins transformation initiatives and strategic solutions. Advising leaders, developing strategic frameworks, and guiding complex cross - sector projects.
Personal Lines Digital Service Advisor supporting customers with coverage, policies, renewals, and claims for Westland Insurance’s online tenant insurance program.
Desjardins personal advisor serving members and clients with tailored financial products and services. Building relationships, analyzing needs, and promoting integrated solutions.
Project Safety Advisor advancing safety programs, contractor compliance, and SIF prevention for Enbridge energy projects. Supporting audits, investigations, hazard control, and continuous improvement across Canadian and U.S. worksites.
Senior business strategy advisor guiding Desjardins’s complex transformation initiatives. Developing strategic plans, policies, recommendations, and business solutions for decision - making bodies.
Technical Advisor supporting Petro - Canada Lubricants’ customer solutions and product applications. Conducting audits, resolving lubricant issues, and supporting sales, R&D, and field trials.
Senior business strategy advisor developing plans, business intelligence, and complex initiatives for Desjardins. Advising stakeholders and decision - making bodies on strategic execution and transformation.
Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins. Advising stakeholders and decision - making bodies on complex organizational transformation projects.
Part - time on - site Desjardins advisor serving caisse members and clients in Jonquière and Alma. Supporting self - service transactions, relationships, fraud referrals, and compliant financial services.