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Added 2 mins ago
M
Senior Advisor Analytics
Manpower
Calgary, AB
- Contract
As a Senior Advisor Analytics, you are a highly skilled professional responsible for translating operational and financial data into insights that directly influence pipeline performance,…
Added 31 mins ago
IF
Senior IT Technician, Privileged IT Access Service
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
As a Senior IT Technician, Privileged IT Access Service, you will play a key role in providing advanced, personalized and confidential technology support to a targeted group of users…
Added 31 mins ago
Senior Financial Advisor - Kings Place, Fredericton, NB
Scotiabank
Fredericton, NB
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 1 hour ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…consignment and sales volume and (2) drive revenue expansion through service penetration. This will be achieved by demonstrating to the client that OPENLANE is meeting and exceeding the…
Added 1 hour ago
PP
Senior Commercial Lines Account Manager - Construction
Paisley Partners Inc.
Toronto, ON · North York, ON
- $70,000 to $100,000 CAD / year
- Full-time
…partnering closely with two Producers to deliver exceptional client service, strategic renewals, and tailored risk solutions across multiple commercial…
Added 1 hour ago
D
Senior Manager, BT Applications
Diligent
Vancouver, BC
- Full-time
Act as a trusted advisor to senior and executive stakeholders, turning technical possibilities into clear business value and measurable KPIs and ROI for AI initiatives.
Added 1 hour ago
TV
New Business Associate
The Vantage Talent Group
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
As a Senior Client Services Representative, you will play a critical role in supporting advisors and clients through the ongoing administration of sophisticated insurance solutions. You…
Added 1 hour ago
FS
BI Engineer
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
…analytical products. These products support reporting and self-service analytics today, and broader analytics and AI use cases, such as Databricks Genie and Power BI Copilot, over time.…
Added 4 hours ago
IF
Senior Process Journey Owner
iA Financial Group
Toronto, ON · Montreal, QC
- Full-time
Are you driven by digital transformation and eager to improve the experiences of advisors and clients? As a Senior Process Journey Owner, you will lead the evolution of business processes…
Added 7 hours ago
C
GRC Consultant
Cyberr
Canada
- Full-time
As the Senior Governance, Risk and Compliance (GRC) Consultant, you will serve as a trusted advisor to our clients, providing both tactical and strategic recommendations that align with…
Added 11 hours ago
D
Senior Advisor, Pricing of products and services
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior product and service pricing advisor, you help develop, update and monitor prices for products and services to promote business development and maximize profitability. You lead…
Added 12 hours ago
SENIOR FINANCIAL ANALYST ACCOUNTING SERVICES
City of Toronto
ON · Toronto, ON
The Division's CFR section is seeking a Senior Financial Analyst:
Added 12 hours ago
Manager, Product Analytics
Rogers Communications
Toronto, ON
The Manager, Product Analytics is a senior analytics professional within the Business Intelligence organization, dedicated to supporting the Product Management team and its stakeholders…
Added 14 hours ago
A
Everyday Banking Advisor - Cardston
ATB
Cardston, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 14 hours ago
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Advisor, Marketing
CAGBC | Canada Green Building Council
Ottawa, ON
- $72,000 to $81,000 CAD / year
- Full-time
Reporting to the Director, Corporate Communications & Marketing, the Advisor, Marketing, leads the translation of organizational growth priorities into integrated marketing campaigns,…
Added 15 hours ago
AU
Undergraduate Academic Program Advisor, Faculty of Science and Technology
Athabasca University
Athabasca, AB
- $48,621.92 to $79,714.45 USD / year
- Full-time
…flexible, online and accessible learning. With an inclusive Senior Leadership Team dedicated to empowering every team member to contribute, learn and thrive, AU stands poised for an…
Added 17 hours ago
MV
Senior Style Advisor / Supervisor (34 hours)
Mint Velvet
Zurich, ON
- Part-time
…they couldn’t find anything they wanted to wear, or the great customer service they craved, they started fusing relaxed comfort with glamorous yet wearable fashion trends. Relaxed Glamour…
Added 17 hours ago
U
Customer Success Manager, Global Delivery Partnerships
Uber
Toronto, ON
- Full-time
As a Customer Success Manager (CSM) on the GDP Delivery team, you will play a critical role in ensuring merchant success across Uber's delivery platform. This role sits at the intersection…
Added 18 hours ago
PV
Senior Director - Customer Analytics, Data & AI
Pet Valu
Markham, ON
- Full-time
Position: Senior Director, Customer Analytics, Data & AI
Added 18 hours 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 19 hours ago
AE
Maintenance Manager
Agrocrop Exports Ltd.
Bolton, ON
- Full-time
Act as a strategic advisor to senior operations leadership, translating asset performance and reliability data into business-level decisions.
Added 19 hours ago
D
Senior Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
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…
Added 19 hours ago
JT
Outside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 19 hours ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 19 hours ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…

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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