Senior Advisor, Personal

As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You lead clients and practitioners on sales and service development projects, initiatives and activities that significantly impact multiple business sectors. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with important clients who have complex, diverse needs. Your complex, strategic initiatives require extensive knowledge of sales and service. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs. You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients. More specifically, you will be required to :

Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability

Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives

See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies

Monitor the industry to understand and anticipate trends in your specialty area and make recommendations.

What we offer

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

#LI-Hybrid

What you bring to the table

Bachelor's degree in a related field

A minimum of six years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset

Trade Union (If applicable)