Senior Personal Advisor Strategic Sales

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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