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Added 5 mins ago
Research Director, IT Financial Management
Info-Tech Research Group
Canada
Full-time
Client Interaction & Facilitation - Leads calls and benchmark engagements with C-suite Members; facilitates discussion and builds trusted-advisor standing.
Added 18 mins ago
Associate
RBC Dominion Securities
Toronto, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 18 mins ago
Business Development Director, Individual Insurance - Ontario
Humania Assurance Inc.
ON · Ontario, Canada
Full-time
…your first day of employment, including access to telemedicine services and an employee assistance…
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
AB · Edmonton, AB
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Quebec, QC · Greater Quebec City Metropolitan Area
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Halifax, NS
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Montreal, QC
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 18 mins ago
Manager, Branch Administrator
Richardson Wealth
Ottawa, ON
Full-time
Implement company policies, programs and processes to enhance the Investment Advisor Team(s) and client experience
Added 18 mins ago
Human Resources Business Partner
Smart & Biggar
Toronto, ON
Full-time
…property and associated companies offering a wide range of IP services and products. IPH companies employ a highly skilled multidisciplinary team of over 1,200 people in Australia, Canada,…
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 19 mins ago
Senior Events and Promotions Specialist-Limited Term
ontariotechu
Oshawa, ON
…promotional collateral. Acting as the university’s events lead and advisor, this position works closely with internal departments and external partners to develop impactful engagement…
Added 34 mins ago
ScotiaMcLeod Administrative Associate - St John's
Scotiabank
St. John's, NL
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 34 mins ago
Senior Consultant, Digital
Hatch
Mississauga, ON
Build and maintain trusted advisor relationships with senior client stakeholders across operations, technology, and executive leadership
Added 48 mins ago
Manager, Ease Cloud Accounting Services
ACCA Careers
Brandon, MB
Full-time
Make an impact with our ease Cloud Accounting Services team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 48 mins ago
Client Director
helloDarwin
Montreal, QC
Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 48 mins ago
Gestionnaire de la conformité douanière/ Customs Compliance Manager
MEDLOG Transport & Logistics
Montreal, QC
Full-time
Client Advocacy: Act as a regulatory advisor to clients, safeguarding them against compliance risks and updating them on trade law changes.
Added 49 mins ago
Senior IT Audit Manager
BMO
Toronto, ON · FCP
Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 49 mins ago
Individual Insurance and Financial Services Sales Representative
Beneva
Mississauga, ON
Full-time
As the Individual Insurance and Financial Services Sales Representative, you will report to the Regional Vice President, Individual Insurance and Investment Products – Ontario & Atlantic…
Added 49 mins ago
Life Insurance Sales Director
Beneva
Toronto, ON
Full-time
4. When required, work with advisor on specific case consultation including case development, competitive review, material support and client presentation including to the clients’…
Added 49 mins ago
Deputy City Solicitor, Planning, Development & Real Estate Law
City of Mississauga
Mississauga, ON
…risk-informed legal advice. The Deputy City Solicitor is a trusted advisor who builds strong relationships across the corporation, provides strategic counsel to senior leaders and Council,…
Added 1 hour ago
Account Manager (Digital Marketing Agency)
TopHat HR
Toronto, ON · Greater Toronto Area, Canada
$60,000 to $75,000 CAD / year
Full-time
Our client is a fast-growing Digital Marketing Agency that collaborates with businesses across various industries to drive measurable results through services such as SEO, paid media,…
Added 1 hour ago
Senior Advisor, Trust Services
Laurentian Bank
Montreal, QC
Full-time
Reporting to the Vice president, Operations, Trustee Services the incumbent contributes to the development and maintenance of sound, effective trustee services as representative of trust…
Added 1 hour ago
Client Success Manager (Digital Marketing Agency)
TopHat HR
Markham, ON
$70,000 to $85,000 CAD / year
Full-time
…accounts or 25–40 small-to-medium sized clients. Act as a trusted advisor by leveraging your digital marketing expertise to anticipate client needs, deliver solutions that drive measurable…
Added 1 hour ago
Senior Operations Manager (Programs/Services)-EN
Canadian Forces Morale and Welfare Services
AB · Edmonton, AB
$112,490 to $140,650 CAD / year
Full-time
…and managing the operations and delivery of all programs and services, including hospitality (messes), physical fitness, sports, recreation, health promotion, special interest activities…
Added 1 hour ago
Financial Advisor
Leadervest
London, ON
Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.

Desjardins

Senior Advisor, Personal

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Job type: Full-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Sep 25, 2026

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Applications open in a new tab.

Original job description

As a senior personal advisor, you help serve, prospect for, solicit, 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 and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. 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 prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs. You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms. 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 field 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 eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
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

Action oriented, Ambiguity, Communicates effectively, Customer Focus, Differences, Strategic mindset, Trust

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

2026-10-12

Apply About employer

More about this job

Responsibilities

The Senior Advisor develops and maintains business relationships with key clients while implementing strategic initiatives to boost organizational profitability. They act as an expert for their unit, representing the organization before senior management and negotiating complex product and service terms.

Requirements

Candidates must hold a bachelor's degree in a related field and possess a minimum of eight years of relevant experience. Proficiency in both English and French is required due to the nature of the duties and interactions with diverse stakeholders.

Skills

Sales development
Strategic planning
Networking
Client retention
Negotiation
Problem solving
Financial advisory
Market analysis
Communication
Leadership
Customer focus

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

Senior Advisor
Business Development
Client Retention
Strategic Initiatives
Sales
Partnership Management
Financial Services
Stakeholder Management
Market Trends
Negotiation
Hybrid Work
Relationship Management
Business Strategy
Client Satisfaction
Professional Services

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