Senior Advisor, Personal

Montréal, CA💼 Full-time🗓 2026-09-25 → 2026-09-29

Core

Serve, prospect, and develop business relationships with members and clients; lead strategic initiatives to boost organizational development and profitability.

Role type

Senior Advisor, Personal (Strategic Client Advisor)

Builds

Strategic sales and service development projects impacting the entire organization

Domain

Financial Services / Member Services

Deliverable

client delivery

Required skills

Strategic mindset, complex problem analysis, personalized solution development, business partnership negotiation, client retention strategy, industry trend analysis

Preferred skills

Networking, stakeholder management, sales expertise

Technologies

N/A

Responsibilities

Evaluate and act on business and partnership opportunities; advise members and clients on strategic initiatives; develop retention tactics and strategies; monitor industry trends and make recommendations

Seniority

Senior, hands-on IC

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About Desjardins

Banking44254Lévis, Québec, CA

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has som