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
Being a member of the Chambre des Notaires or the Québec Bar
Knowledge of French is required
Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Trade Union (If applicable)
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search: