Advisor

• Develop plans and business intelligence
• Monitor business plans and performance
• Set targets
• Identify opportunities to improve service delivery
• Design and deliver business strategies and solutions aligned with business architecture
• Lead and influence development projects and complex strategic initiatives involving multiple sectors
• Develop and recommend strategic directions and business positions
• Advise clients and partners on positioning, planning, development, execution, and monitoring of strategic projects and initiatives
• Develop and update policies, standards, models, and programs
• Identify, analyze, and diagnose major issues and make recommendations to decision-making bodies
• Represent the unit before decision-making bodies
• Represent Desjardins’s position in agreements with external partners and organizations
• Serve as expert advisor, subject matter expert, resource person, and coach for senior management and decision-making bodies

Senior Advisor, Business Strategies

• Gather, document, and validate business requirements
• Translate business needs into functional solution designs and user stories for Salesforce Field Service
• Analyze field service processes and workflows to identify optimization and continuous improvement opportunities
• Support Salesforce Field Service configuration, testing, deployment, release activities, and platform enhancements
• Partner with business stakeholders and technical teams to troubleshoot issues and resolve defects
• Assess and prioritize enhancement requests, application defects, and process improvement opportunities
• Provide application expertise and user support for Salesforce Field Service capabilities and leading practices
• Develop and maintain business process documentation, training materials, and support procedures
• Support integration, reporting, and data quality initiatives

Advisor, TIS Application Services

• Develop and maintain lasting, trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Work with individual members and business owners
• Develop strategies and recommend investments, loans, and insurance products
• Balance member/client satisfaction, business objectives, profitability, and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on appropriate strategies and identify expected results
• Manage business relationships and assess member/client satisfaction and service quality
• Follow up and identify areas for improvement
• Stay current on the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the caisse in the community

Wealth Management Advisor

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose appropriate solutions
• Work closely with mass-affluent individuals, businesses, and business owners across all life stages
• Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
• Serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers, and tax strategies
• Support the financial empowerment of members and clients while balancing satisfaction, business objectives, profitability, and prudent risk management
• Promote digital solutions and help members and clients start using them
• Carry out financial transactions and present self-serve solutions as needed
• Work with partners and specialists to design integrated strategies
• Identify business opportunities and direct members and clients to colleagues or other entities for specialized or day-to-day needs
• Advise members and clients on the best strategies and determine target outcomes
• Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement
• Stay current on financial services industry news, market trends, and best practices to identify business development opportunities
• Participate in outreach activities and be present in the community
• Conduct onsite visits of the businesses served

• Conduct proactive outbound calls to potential advisor recruits and secure follow-up appointments
• Execute end-to-end recruiting, contracting, transition, and onboarding processes for advisors joining Manulife Wealth
• Manage onboarding for new advisors, including account setup and systems integration
• Support advisors transitioning books of business to Manulife Wealth and other wealth lines of business
• Collaborate with team members to implement best practices and improve efficiency
• Partner with stakeholders to provide training and transition support
• Develop and maintain recruiting, contracting, and onboarding materials and resources
• Provide personalized transition support and resolve advisor challenges
• Implement solutions to streamline processes and enhance advisor satisfaction
• Foster relationships with recruitment, training, compliance, and IT teams
• Ensure clear and consistent communication throughout onboarding and transitions
• Provide ongoing transition support to existing advisors throughout their careers

Senior Advisor, Onboarding & Transitions Specialist

• 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
• Develop member, client and stakeholder retention tactics and strategies
• Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices
• Lead clients and practitioners on sales and service development projects, initiatives and activities impacting multiple business sectors
• Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
• Serve as a specialist and resource person for the unit, members and clients
• Represent the unit before decision-making bodies
• Help represent Desjardins and enter the organization into important agreements with clients

Business Advisor

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
• Focus on discretionary management, mutual funds, exchange-traded funds and structured products
• Develop and maintain business relationships with clients
• Review complex information requests and promote and sell products and services based on business objectives and strategies
• Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
• Advise and assist current and potential members and clients
• Represent Desjardins and enter the organization into agreements with clients
• Establish and negotiate product and service terms in accordance with standards and procedures
• Establish advisory relationships by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Analyze and meet complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data; prepare reports and recommendations
• Oversee portfolios; assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay current on trends, opportunities and best practices

Advisor, Securities

• Support the implementation of occupational health and safety programs and activities in Quebec, particularly for the Logistics department.
• Follow up on inspections, audits, and training.
• Provide OHS orientation to new employees.
• Track OHS performance indicators, including statistics and dashboards.
• Coordinate OHS committee activities, including planning, compiling inspection results, facilitating meetings, and preparing minutes.
• Provide OHS communication tools and materials for all sites.
• Identify hazards, assess risks, and develop action plans.
• Plan and conduct emergency preparedness drills.
• Manage various special OHS-related projects.
• Ensure compliance with OHS programs.
• Contribute to the development of the Quebec OHS strategic plan, particularly for Logistics, and track the progress of related actions.
• Lead the implementation of OHS programs at satellite warehouses.
• Provide administrative support to the OHS Specialist.
• Manage workers’ compensation and return-to-work files, including preparing and submitting documents required by CNESST.
• Maintain regular communication with healthcare professionals, injured employees, and management.
• Collaborate with the relevant specialists to develop and monitor return-to-work plans.
• Perform most work in an office environment, with occasional travel to sites.

Occupational Health and Safety Advisor

• Design and develop practical low-code solutions and related tools, including Power Platform, automation technologies, and artificial intelligence tools
• Contribute to the development and implementation of efficiency strategies
• Guide leaders throughout the optimization process, from identifying initiatives with the greatest potential to measuring tangible results
• Engage and involve stakeholders at the appropriate stages to support successful implementation of initiatives
• Support the development of a proactive culture focused on efficiency and agility while encouraging stakeholder accountability
• Contribute to strategic objectives and promote them to increase visibility and strengthen organizational alignment
• Foster knowledge sharing and adoption of leading practices across Investia
• Conduct research and benchmarking activities on innovative practices
• Implement visual management based on “See Together, Understand Together, Act Together”
• Identify and monitor key performance indicators related to efficiency and innovation

Business Improvement Advisor

• Provide subject matter expertise and decision-support in planning and delivering orphan reclamation programs
• Guide budgets, schedules, and technical components of closure activities while identifying continuous improvement and cost-efficiency opportunities
• Collaborate with project managers and coordinators on large-scale closure and reclamation programs
• Set evaluation criteria and ensure contractors meet professional standards
• Supervise external contractors and summer students
• Recommend and implement processes and procedures for reclamation practices at orphan sites
• Analyze orphan site conditions and develop recommendations for field- and office-based reviews and assessments
• Maintain relationships with government agencies, non-profit research organizations, First Nations communities, and other partners
• Monitor current research, ecological restoration practices, and relevant technologies, including pilot programs
• Review orphan-site inventory to identify scope-of-work requirements
• Analyze seed, planting feedstock, and project resourcing needs
• Use environmental data, research, and monitoring to inform reclamation treatments
• Respond to external inquiries from industry, professionals, First Nations, the public, government agencies, research organizations, and academia
• Supervise Orphans & Restoration staff and support branch goals and outcomes
• Perform other related duties as assigned

Advisor jobs in Canada

Senior Advisor, Business Strategies

Advisor, TIS Application Services

Wealth Management Advisor

Wealth Management Advisor

Senior Advisor, Onboarding & Transitions Specialist

Business Advisor

Advisor, Securities

Occupational Health and Safety Advisor

Business Improvement Advisor

Advisor, Reclamation – Ecology