Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- Senior Advisor developing go-to-market strategies and campaigns for iA Financial Group’s insurance and savings solutions. Creating sales enablement tools and optimizing marketing performance across Canada.
Responsibilities
- Lead high-impact go-to-market strategies from concept through execution
- Design multi-channel marketing campaigns that engage audiences and deliver measurable results
- Develop marketing content, sales tools, and value propositions
- Collaborate with product experts, sales teams, and communications partners
- Influence marketing direction through creativity, strategic thinking, and market insight
- Measure campaign performance and continuously optimize results
- Manage multiple projects simultaneously while meeting tight deadlines
- Collaborate with sales teams across Canada
- Participate in meetings conducted in English and/or French
- Prepare written documents and marketing materials in English and French
Requirements
- Bachelor’s degree in Marketing, Business Administration, Communications, or an equivalent discipline
- Minimum of six to eight years of relevant experience in a similar role
- Excellent French communication skills, both spoken and written
- Advanced English and French language proficiency required
- Strong proficiency with Microsoft Office tools and Copilot
- Interest in financial services and business-related challenges
- Ability to manage multiple priorities in a dynamic environment
- Knowledge of financial products considered a significant asset
- Experience working with distribution networks considered an asset
- Strong expertise in marketing, communications, and commercialization
- Exceptional writing skills and ability to simplify complex concepts
- Strong strategic thinking, analytical capabilities, problem-solving skills, and sound judgment
- Autonomy, influence-based leadership, and strong interpersonal skills
Benefits
- Artificial intelligence tools available to everyone
- Hybrid work environment with flexibility and access to inspiring and innovative workspaces
- Flexible group insurance plans
- Competitive retirement savings program
- Employee share purchase plan
- Vacation program
- Wellness days
- Personal development days
- Telemedicine services
- Employee and Family Assistance Program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
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