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Added 30 mins ago
Sr Customer Success Manager - Bilingual (French/English) / Gestionnaire principal de la réussite client - Bilingue (français/anglais)
UKG
Canada
Full-time
Serve as a trusted advisor to customer stakeholders, developing a strong understanding of their goals, challenges, priorities, and desired business outcomes.
Added 30 mins ago
Lending Service Representative
The Headhunters Recruitment
Weyburn, SK
Full-time
Our client is a community-focused financial institution serving rural communities and agricultural markets. Known for its relationship-driven approach, strong community involvement, and…
Added 30 mins ago
Senior Product Designer
Insight Global
Toronto, ON
$55 to $68 CAD / hour
Contract
· Experience working on internal or advisor-facing platforms
Added 30 mins ago
Specialist, Engineering - Combined Cycle Gas Turbine SME
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Full-time
As a trusted technical advisor, you will help win work, guide multidisciplinary teams, mentor engineering professionals, and deliver technically sound solutions for utilities, independent…
Added 30 mins ago
Senior Product Owner, Investment Platform - Tangerine
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Full-time
…wealth proposition and support an integrated, digital-first client and advisor…
Added 30 mins ago
Senior SAP S/4HANA Finance (FI/CO) Consultant
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Toronto, ON
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As a Senior Consultant, you will act as a trusted advisor, working directly with client business teams to understand their complex financial processes, design modern solutions, challenge…
Added 30 mins ago
ScotiaMcLeod Investment Advisor
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Toronto, ON
Full-time
We’re looking for a Lead Investment Advisor to join the Foundations Team, supporting foundation relationships across Canada through thoughtful investment advice, strong service, and a…
Added 31 mins ago
Consultant, Microsoft 365 and IT Infrastructure Projects
MNP
Edmonton, AB · AB · Burlington, ON · Montreal, QC · Calgary, AB
Full-time
Make an impact with our Digital Managed Services team as a Microsoft 365 Consultant. In this client-facing role, you will plan and deliver Microsoft 365 and IT Infrastructure projects that…
Added 31 mins ago
Vice President, Client Solutions- Global Transaction Banking
TD
Toronto, ON
Full-time
The Vice President, Client Solutions will serve as a trusted advisor to senior stakeholders, leading complex cross-functional initiatives that enhance client experience, improve operational…
Added 31 mins ago
Vice President, Distribution, Life and Health - TD Insurance
TD
Toronto, ON
Full-time
Bring the client and distribution perspective to Journey teams, influencing priorities, roadmaps, systems, tools and product features.
Added 31 mins ago
AVP Dealer Transformation
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Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
…will define and execute a multi-year roadmap that enhances advisor and client experiences, accelerates digital innovation, improves operational efficiency, and supports the future growth of…
Added 31 mins ago
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse populaire Desjardins du Piémont Laurentien
Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 31 mins ago
BMO InvestorLine Relationship Manager, Active Trading
BMO
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Full-time
…portfolio of Active Trading clients with the mandate to drive client loyalty, share-of-wallet growth, and One Client referrals while increasing overall revenue, and client experience at a…
Added 31 mins ago
Portfolio Manager
BMO
Waterloo, ON · MARS
Full-time
In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored…
Added 31 mins ago
Administrative Associate
BMO
Surrey, BC · WSSC
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Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 31 mins ago
Director, Strategic Advisory
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Toronto, ON
$135,000 to $160,000 CAD / year
The Director, Strategic Advisory serves as a senior leader accountable for driving business growth, owning complex client portfolios, and leading high-performing teams through…
Added 31 mins ago
Paid Services Beauty Advisor - Full Time
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$18.3 to $21.55 CAD / hour
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As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 46 mins ago
Senior Consultant, Infrastructure Cost & Commercial (Senior Estimator/QS)
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…including substantial experience within a consultancy, professional services, advisory, or client-side infrastructure…
Added 1 hour ago
Site Human Resources Generalist
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…objectives. The emphasis of the role is on employee relations, client interaction, workforce development, and people management. This position provides administrative, human resources, and…
Added 1 hour ago
Commercial Insurance Broker (Producer)
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Advocis Broker Services (ABS) is a boutique insurance brokerage serving financial advisors, planners, and financial services organizations across Canada. Our core business is errors and…
Added 1 hour ago
Account Trasnfers Team Lead
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…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 1 hour ago
Client Account Manager
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Toronto, ON
identify cross-selling opportunities and discuss them with the client advisor
Added 1 hour ago
LICENSED INSURANCE ADVISOR (LIA) – INDIVIDUAL DIRECT CHANNEL
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health care services such as mental health, pharmacy, telemedicine, and chronic
Added 1 hour ago
Client Advisor, Bloor Street
Loro Piana
Toronto, ON
$25 to $30 CAD / hour
Full-time
We are seeking a Client Advisor to join our team at Loro Piana. As a client advisor, you will play a crucial role in the overall success of the store by driving sales growth and delivering…
Added 1 hour ago
Wealth Associate
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Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…

Desjardins

Advisor, Business

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 1, 2026

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Original job description

As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services through multiple distribution channels based on member/client needs and 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 a 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. More specifically, you will be required to:

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

What we offer*

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

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of six years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

Action oriented, Customer Focus, Differences, Nimble learning

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-15

Apply About employer

More about this job

Responsibilities

The advisor is responsible for developing and maintaining business relationships while selling products and services to meet client needs. They also lead strategic initiatives and provide expert advice to boost organizational profitability and client satisfaction.

Requirements

Candidates must hold a bachelor's degree in a related field and possess a minimum of six years of relevant experience. Proficiency in French is also a required qualification for this role.

Skills

Business development
Sales
Strategic planning
Relationship management
Client retention
Networking
Interpersonal skills
Problem solving
Financial advisory
Market analysis
Partnership development
Communication
Customer focus
Action oriented
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Business Advisor
Sales
Strategic Initiatives
Client Retention
Business Development
Partnership Opportunities
Market Trends
Financial Services
Stakeholder Management
Hybrid Work
Customer Focus
Action Oriented
Nimble Learning
Equity
Diversity
Inclusion
Accessibility

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