Strategic sales and service leadership define this Senior Personal Advisor position at Desjardins. Build complex relationships with members, clients, and stakeholders.
As a senior personal advisor, you lead sales and service development initiatives with organization-wide impact. You use networking, interpersonal savvy, strategic thinking, and extensive sales and service knowledge. Your work includes personalized solutions, business partnerships, and important client agreements.
Key Responsibilities:
Evaluate business and partnership opportunities supporting development and profitability
Advise clients on strategic initiatives and execution
Develop retention tactics for members, clients, and stakeholders
Monitor industry trends and make recommendations
Negotiate product and service terms with clients
Requirements:
Bachelor's degree in a related field
Minimum eight years of relevant experience
Knowledge of French is required
Advanced English proficiency is required
Strategic mindset and effective communication
Apply strategic sales, service, networking, and relationship expertise as a Senior Personal Advisor representing Desjardins.
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Senior Personal Advisor Strategic Sales • montreal west, qc, Canada