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Business Development Specialist – Group Retirement Savings
Desjardins. Provide strategic support to Business Development Managers by assisting with projects, requests, and initiatives involving strategic partners and prospective clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Group Retirement Savings and effective relationship management with clients and partners. Proficient in project management, problem-solving, and maintaining a strong focus on achieving results in fast-paced environments.
Highest-signal resume keywords
Group Retirement Savings ExperienceProject ManagementRelationship BuildingProblem-SolvingCertified Employee Benefit Specialist (CEBS)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementAccount ManagementPension Industry KnowledgeSales Process KnowledgeClient Experience Knowledge
Soft Skills
InitiativeAccountabilityEffective CommunicationCollaborationSound Judgment
Tools & Technologies
MS OfficeExcelWordOutlook
Certifications & Qualifications
Certified Employee Benefit Specialist (CEBS)Canadian Securities (CSC)Chartered Financial Analyst (CFA)Actuarial Designation
Industry Keywords
Strategic SupportClient MeetingsTrade ShowsIndustry EventsMarket Developments
About the role
Key responsibilities & impact- Provide strategic support to Business Development Managers by assisting with projects, requests, and initiatives involving strategic partners and prospective clients
- Identify opportunities and innovative solutions informed by industry trends and best practices
- Represent Desjardins and Group Retirement Services in client meetings, trade shows, and industry events
- Build, maintain, and strengthen relationships with clients, partners, intermediaries, internal distribution channels, and Business Development Managers
- Respond proactively to complex partner and prospective client needs using knowledge of GRS products, services, and solutions
- Collaborate with internal partners and cross-functional teams to manage requests, lead initiatives, resolve issues, escalate concerns, and recommend improvements
- Serve as the voice of clients and partners within Desjardins in business discussions, strategic initiatives, and internal projects
- Maintain and share Group Retirement Services expertise and stay current on products, services, market developments, and industry trends
- Participate in team meetings, foster collaboration across GRS and Group Benefits, and peer-review communications and presentations
- Coordinate team activities, track progress, and ensure deliverables and deadlines are met
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of five years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Proven experience building and maintaining strong relationships with internal stakeholders, clients, and external partners
- Experience in Group Retirement Savings
- Experience with project management or account management
- Experience resolving complex issues and escalations through effective problem-solving, sound judgment, and timely decision-making
- Experience independently managing competing priorities, coordinating team activities, and ensuring deliverables and deadlines are consistently met
- Experience working in fast-paced environments with minimal supervision, demonstrating initiative, accountability, and a strong focus on achieving results
- Completion of any of the following Certified Employee Benefit Specialist (CEBS), Canadian Securities (CSC), Chartered Financial Analyst (CFA) or Actuarial designation
- Intermediate knowledge of pension industry including pension products and legislation
- Advanced knowledge of MS Office (Word, Excel, Outlook)
- Intermediate knowledge of sales process, business development and / or client experience
- Available for limited travel minimal, mostly within Canada and between offices
Benefits
Comp & perks- 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