Senior operational efficiency advisor improving Desjardins business processes and operations. Leading complex strategic initiatives, advising stakeholders, and shaping organizational policies and standards.
PC
Advisor – Client Relations, Group Savings and Retirement
Posted 5 hours ago
About the role
- Conseiller en relation client pour les régimes d’épargne et de retraite collective chez un fournisseur national canadien. Gestion de portefeuilles, gouvernance, conseil et fidélisation des clients.
Responsibilities
- Act as the primary client contact and oversee the overall relationship, service quality, and support provided to plan sponsors in managing their group retirement plans
- Manage relationships with a portfolio of clients and provide proactive advisory services
- Respond to general and technical questions regarding plan design and legal requirements
- Advise clients on investments, governance, and taxation
- Build strong relationships, deliver excellent client service, and provide tailored solutions
- Participate in finalist meetings to support new business acquisition
- Implement retirement client programs and provide ongoing follow-up
- Develop and maintain the existing book of business and present solutions to clients
- Support the transition of new business to the ongoing service model
- Prepare meeting materials, draft minutes, and ensure action items are implemented
- Develop and maintain a robust governance framework for retirement clients
- Prioritize tasks when deliverables compete
- Collaborate with team members to deliver exceptional service and solutions
- Develop, coordinate, and distribute educational materials and presentations for plan members
- Develop or approve communications for plan sponsors
- Research, prepare, present, and follow up on financial wellness solutions
- Lead and contribute to ad hoc projects aimed at improving the client experience
- Provide expertise and support to the team and partner firms
- Contribute to the training and development of team members
- Develop and maintain professional and technical knowledge, as well as an understanding of industry trends
Requirements
- Bachelor’s degree in business or a related field
- RPA and CAAS designations are considered assets
- Group annuity license issued by the Autorité des marchés financiers (AMF)
- At least 5–7 years of relevant experience in the retirement or pensions industry, ideally in a client-facing advisory role
- Demonstrated ability to build strong professional relationships
- Solutions-oriented, with the ability to proactively identify business solutions for complex needs and challenges
- Strong business and financial acumen
- Professionalism in internal and external communications
- Excellent interpersonal, verbal, written, and presentation skills
- Excellent time-management skills
- Strong team player with the ability to work independently to find solutions
- Willingness to travel as required
- Access to a vehicle and a valid driver’s license
- Fluency in English required
- Willingness to adapt to change and take on new challenges
- Passion for the client experience
Benefits
- Inclusive and accessible work environment
- Accommodation measures or alternative formats available upon request
- Opportunity to reach your full potential in a respectful, supportive, and empowering environment
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