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Senior Advisor, Personal
Desjardins. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .
About the role
Key responsibilities & impact- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Provide service tailored to client needs in accordance with current strategies and practices
- Lead and influence clients and practitioners on sales and service development projects, initiatives and activities impacting the organization
- Boost organizational development and profitability while retaining clients and stakeholders and ensuring their satisfaction
- Develop and maintain business partnerships with prestige and key clients with complex, diverse needs
- Analyze complex problems and develop and implement personalized solutions tailored to client needs
- Serve as expert for the unit, members and clients
- Represent the unit before senior management committees and decision-making bodies
- Represent Desjardins and enter the organization into important agreements with clients
- Establish and negotiate product and service terms
- Evaluate and act on business and partnership opportunities
- Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
- Develop retention tactics and strategies
- Monitor the industry to understand and anticipate trends and make recommendations
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- 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
- Evaluate and act on business and partnership opportunities
- Advise members, clients and stakeholders on strategic initiatives
- Monitor industry trends and make recommendations
- Action oriented
- Ambiguity
- Communicates effectively
- Customer Focus
- Differences
- Strategic mindset
- Trust
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
- Hybrid work arrangement