Job Description

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Level NV-10
As a senior personal advisor, you help serve 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.
General Information on the Position
Main responsibilities

• 
  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.

Other working conditions

• 
  Workplace: Position located in Montréal or Québec, depending on the preference of the person selected. The work arrangement for the position is hybrid work
• 
  Number of jobs available: 1

Qualifications

• 
  Bachelor of Laws
• 
  A minimum of six years of relevant experience

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

• 
  Notarial law degree
• 
  For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge
Independent speaker, intermediate knowledge of English (an asset)
Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job Interpersonal Savvy, Networks, Strategic mindset
Work Location Complexe Desjardins Montréal
Trade Union
Unposting Date 2022-09-4
Job Family Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.