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Desjardins

Senior Advisor, Personal

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 26, 2026

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

2026-11-12

Apply About employer

More about this job

Responsibilities

You will develop and maintain business relationships with key clients while implementing strategic initiatives to boost organizational profitability. You act as an expert advisor to represent the unit before senior management and negotiate complex service agreements.

Requirements

The role requires a bachelor's degree in a related field and a minimum of eight years of relevant experience. Candidates must possess advanced proficiency in English and strong strategic and interpersonal skills.

Skills

Business development
Relationship management
Strategic planning
Sales
Client retention
Networking
Interpersonal skills
Problem solving
Negotiation
Market analysis
Strategic mindset
Communication
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

Business development
Relationship management
Strategic initiatives
Client retention
Sales
Market trends
Negotiation
Partnership opportunities
Financial services
Stakeholder management
Hybrid work
Strategic mindset
Customer focus
Business partnerships
Professional services

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