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Added 11 mins ago
FG
Genesis Valet Concierge
FFUN Group
Saskatoon, SK
- Full-time
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Applications Development Intermediate Programmer Analyst
Citi
Mississauga, ON
- Full-time
…platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient…
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Associate Financial Advisor
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
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Financial Advisor- CIRO-ID
CIBC
Sherwood Park, AB
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 11 mins ago
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Manager, Dynamics 365 F&O Consulting
BDO
Vancouver, BC · Hamilton, ON · Ottawa, ON · Toronto, ON
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client Dynamics F&O Finance implementations
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Account Executive
Beneva
NS · Toronto, ON
- Full-time
Are you a seasoned Group Insurance sales professional with a strong network of advisor relationships and a proven track record of driving growth? Do you thrive on uncovering new…
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Sr Underwriter, Surety
Aviva
Vancouver, BC
As a trusted advisor, you will help strengthen and expand Aviva's Surety presence by managing a portfolio of contractor accounts, collaborating with accredited brokers, and contributing to…
Added 26 mins ago
Industry Advisor - Public Safety
Softchoice
Ottawa, ON
As an Industry Advisor supporting the Public Safety portfolio and taking full advantage of Softchoice’s comprehensive portfolio of products and solutions, this role will empower and support…
Added 41 mins ago
IF
Learning and Development Advisor,
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Are you passionate about developing human potential? As a Learning and Development Advisor, you will contribute to strategic initiatives that support talent development and organizational…
Added 41 mins ago
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Technical Sales Representative- Bearings, Power Transmission
Wajax
ON · Stoney Creek, ON
- Full-time
…partnering relationships, and establishing Wajax as a trusted…
Added 41 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 41 mins ago
RB
Client Advisor
Royal Bank of Canada
Burnaby, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 41 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, 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. Offering…
Added 41 mins ago
RB
Banking Advisor
Royal Bank of Canada
Estevan No. 5, SK · ESTEVAN, Saskatchewan
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 41 mins ago
RB
Client Advisor
Royal Bank of Canada
Carman, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 41 mins ago
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Administrative Assistant
RBC
Timmins, 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. Offering…
Added 41 mins ago
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Client Advisor
RBC
Quebec, QC
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 41 mins ago
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Banking Advisor
RBC
Estevan, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 41 mins ago
R
Client Advisor
RBC
Burnaby, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 41 mins ago
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Administrative Assistant
RBC
Sudbury, 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. Offering…
Added 41 mins ago
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Client Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 41 mins ago
PC
Project Technologist
Pinchin Canada
Saskatoon, SK
- Full-time
Conduct Building and Property Condition Assessments for due diligence and/or capital planning purposes in accordance with the ASTM standards construction practices at various client sites.
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Technology Product Specialist
MNP
Calgary, AB
- Full-time
…activities remain on track, on scope and within budget. As a trusted advisor, you will develop, enable and support initiatives that allow MNP to deliver client service and operate reliably…
Added 41 mins ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
…and automation. Your main objective is to be a trusted tax advisor to clients, including helping them to reduce tax-related risks while ensuring that both the organization and its employees…
Added 41 mins ago
CE
Network Engineer
Capgemini Engineering
Toronto, ON
- Full-time
This is a Hybrid role located in Mississauga, ON and it requires frequent travel to client’s data centers across Canada.

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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