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Added 4 mins ago
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Paid Services Beauty Advisor II - Part Time
Sephora
Waterloo, ON
- Part-time
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 18 mins ago
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Senior Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 18 mins ago
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Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 19 mins ago
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Administrative Assistant
RBC Dominion Securities
Sudbury, ON · Greater 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 19 mins ago
RD
Administrative Assistant
RBC Dominion Securities
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 19 mins ago
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Administrative Assistant
RBC Dominion Securities
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 19 mins ago
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Client Advisor- EN
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 34 mins ago
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Genesis Valet Concierge
FFUN Group
Saskatoon, SK
- Full-time
Coordinate valet pick-up and delivery services while ensuring vehicles are handled with care
Added 34 mins ago
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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…
Added 34 mins ago
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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,…
Added 34 mins ago
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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 34 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
Added 34 mins ago
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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…
Added 49 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 1 hour ago
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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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour ago
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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 1 hour 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…

Desjardins

Senior Advisor, Personal

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Full-time

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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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