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Senior Advisor, Personal - Remote

Posted 1 week ago
Sales / Business
Full Time
Canada

Overview

As a senior personal advisor, you will help serve and develop business relationships with clients while providing tailored services to meet their needs. You will lead strategic sales and service initiatives that impact multiple business sectors.

In Short

  • Serve and develop business relationships with clients.
  • Provide tailored services according to client needs.
  • Lead sales and service development projects.
  • Analyze complex problems and implement personalized solutions.
  • Advise clients on strategic initiatives.
  • Monitor industry trends and make recommendations.
  • Develop retention strategies for clients.
  • Represent the organization in important agreements.
  • Utilize networking skills to build partnerships.
  • Ensure client satisfaction and retention.

Requirements

  • Bachelor's degree in a related field.
  • Minimum of six years of relevant experience.
  • Knowledge of French is required.
  • Action oriented with a customer focus.
  • Strong interpersonal skills and networking abilities.
  • Ability to learn and adapt quickly.
  • Strategic mindset.

Benefits

  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan.
  • Group insurance including telemedicine.
  • Reimbursement for health and wellness expenses.
  • Telework equipment reimbursement.

T.P

The Personal

Desjardins Financial Security is part of Desjardins Group, the largest cooperative financial group in North America, serving over 52,000 employees. Recognized as one of Canada's top employers in 2024, Desjardins offers a comprehensive range of financial products and services, including personal and business services, wealth management, and various insurance solutions. The organization is committed to equity, diversity, and inclusion, fostering a positive workplace that values individual differences and promotes accessibility throughout the recruitment process. Pursuing a career at Desjardins means joining a people-first organization dedicated to building strong relationships with its members and clients.

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