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Senior Advisor, Financial Planning
DesjardinsSenior Financial Planning Advisor managing business relationships, providing tailored financial solutions at Desjardins. Leading strategic initiatives to boost development and profitability.
About the role
Key responsibilities & impact- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Provide service tailored to client needs in accordance with current strategies and practices
- Lead and influence clients and practitioners on sales and service development projects
- Boost the organization’s development and profitability while retaining clients and stakeholders
- Analyze extremely complex problems and develop and implement personalized solutions
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Knowledge of French is required
Benefits
Comp & perks- 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
ATS Keywords
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Soft Skills
business relationship managementclient servicesales developmentproblem analysissolution implementationinfluencestakeholder retention
Certifications
Bachelor's degree