Senior Advisor, Personal

Desjardins

Senior Advisor at Desjardins developing business relationships and advising clients on strategic initiatives. Leading projects that impact multiple business sectors and ensuring client satisfaction.

Posted 7/31/2026full-timeMontréal • 🇨🇦 CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and maintaining business relationships, analyzing complex problems, and implementing tailored solutions for clients. Proficient in strategic planning and execution, with a strong focus on client service and retention strategies.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementStrategic PlanningBilingual in French and English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentProblem AnalysisSolution ImplementationRetention Strategy DevelopmentClient Needs Assessment

Soft Skills

Interpersonal CommunicationAdvisory SkillsLeadershipCollaboration

Certifications & Qualifications

Mutual Fund Representative Certificate – Autorité Des Marchés Financiers

Industry Keywords

Client ServiceSales DevelopmentMarket TrendsStakeholder Engagement

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 clients and practitioners on sales and service development projects, initiatives and activities
Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
Develop retention tactics and strategies
Monitor the industry to understand and anticipate trends in your specialty area and make recommendations

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of six years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
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

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