Senior business strategy advisor guiding Desjardins strategic initiatives, business intelligence, and organizational transformation. Advising leaders and partners on complex projects, policies, and strategic decisions.
About the role
- Business Advisor developing specialized financial relationships for Desjardins, North America's largest cooperative financial group. Advising clients, selling tailored products, and growing business opportunities.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs
- Provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Review special requests for specialized products and services
- Develop integrated offers for Desjardins products and services and help members and clients reach their financial goals
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Assist members and clients with specialized needs and advise them on specialized products and services
- Discuss organizational realities with external professionals
- Help clients reach their financial goals, develop tailored solutions, and negotiate terms
- Prospect for, identify, and develop new business opportunities while balancing satisfaction, profitability, and risk
- Stay current on the latest standards, products, and services in the field
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Customer Focus
- Drive results
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
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.
IT support advisor supporting Desjardins users, applications, incidents, equipment, and servers. Developing IT tools, processes, risk reports, and action plans.
Shared Service Advisor supporting University of Alberta staff with HR and Finance inquiries. Providing process guidance, issue resolution, and service improvement through hybrid work in Edmonton.
Remote E - Advisor engaging prospective students for Stenberg College, a health care and human services college. Converting inquiries into appointments while maintaining CRM records and supporting enrollment campaigns.
Business strategy advisor developing plans, intelligence, and action strategies for Desjardins. Analyzing performance and advising stakeholders in Montréal under a hybrid work arrangement.
Business strategy advisor developing plans, business intelligence, and action plans for Desjardins. Advising stakeholders and optimizing service delivery in Montréal.
Privacy advisor protecting patient health information across Medavie’s Canadian clinics and healthcare programs. Guiding compliance, risk assessments, incidents, and data protection initiatives.
Conseiller·ère sénior·e façonnant les initiatives stratégiques de Mila, institut montréalais de recherche en IA. Analyses qualitatives et quantitatives, soutien à la haute direction et suivi de l’impact.
Wealth Management Advisor serving Desjardins Signature Service clients. Developing personalized investment and financial strategies while supporting business growth, compliance, and client relationships.
IT Advisor coordinating technology initiatives, budgets, risks, and governance for iA Financial Group. Supporting insurance, savings, and wealth management services across Canada and the United States.