Senior Advisor, Client Relations, Group Retirement Savings

Desjardins

. Contribute to the development and maintenance of business relationships with strategic Group Retirement Savings clients .

Posted 10/8/2026full-timeMontréal • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining strategic client relationships within the group retirement savings industry, with a strong focus on delivering customized solutions and effective communication. Proficient in data analysis, report writing, and delivering impactful presentations to executive-level clients.

Highest-signal resume keywords

Group Retirement Savings Industry ExperienceGroup Annuity Representative CertificatePresentation Skills to Executive-Level ClientsData Analysis and ReportingStrategic Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport WritingSolution DesignPlan ImplementationClient Needs Analysis

Soft Skills

Strong Communication SkillsCustomer FocusInterpersonal SavvyAction OrientedNimble Learning

Certifications & Qualifications

Group Annuity Representative Certificate

Industry Keywords

Group Retirement SavingsPension CommitteesStrategic ClientsBusiness RelationshipsComplex Initiatives

About the role

Key responsibilities & impact

Contribute to the development and maintenance of business relationships with strategic Group Retirement Savings clients
Ensure the development, implementation, and follow-up of action plans for strategic clients
Promote solutions and service offerings aligned with business unit objectives and strategies
Analyze client needs and propose, design, and implement customized solutions
Work on complex initiatives requiring in-depth knowledge of the field
Collect and analyze data, write results-oriented reports, and prepare recommendations
Develop and deliver presentations on products and services to pension committees and clients’ annual general meetings
Manage complex plan implementations and modifications
Maintain communication between internal teams and external resources to ensure successful execution
Support the sales team by participating in finalist meetings and meetings with intermediaries

Requirements

What you’ll need

Bachelor’s degree in a relevant field
A minimum of six years of relevant experience in the group retirement savings industry
Other combinations of education and relevant experience may be considered
Experience delivering presentations to executive-level clients
Group annuity representative certificate
Strong communication skills in both French and English, spoken and written
Action oriented
Customer Focus
Differences
Interpersonal Savvy
Networks
Nimble learning
Strategic mindset

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