Jobs › Companies › Desjardins › Senior Advisor, Client Relations, Group Retirement Savings

À propos de ce poste Senior Advisor, Client Relations, Group Retirement Savings chez Desjardins

Desjardins · Sur site · Montréal

As a Senior Advisor, Client Relations, Group Retirement Savings, you will ensure the highest level of satisfaction among strategic clients in order to develop and maintain strong market references. You will work with clients with diverse and highly complex needs, where the ability to communicate effectively and demonstrate a strong understanding of expressed needs is essential. More specifically, you will be required to:

  • Contributing to the development and maintenance of business relationships with strategic Group Retirement Savings clients, and ensuring the development, implementation, and follow-up of action plans for these clients
  • Driving results by promoting solutions and service offerings in line with the business unit’s objectives and strategies
  • Analyzing client needs, proposing, designing, and implementing customized solutions to help strategic clients achieve their goals
  • Working on complex initiatives that require in-depth knowledge of your field of expertise
  • Collecting and analyzing data, writing results-oriented reports, and preparing recommendations
  • Developing and delivering presentations on products and services to promote plans to pension committees and at clients’ annual general meetings
  • Managing complex plan implementations and modifications, and maintaining communication between internal teams and external resources to ensure successful execution
  • Supporting the sales team by participating in finalist meetings and meetings with intermediaries

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.

#LI-Hybrid


What you bring to the table

  • Bachelor’s degree in a relevant field
  • A minimum of six years of relevant experience in the group retirement savings industry
  • Please note that 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, due to the nature of the tasks, tools, and interactions with English-speaking partners, members, and clients
Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset


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

2026-10-22
Prêt à postuler chez Desjardins ?
Postuler chez Desjardins

À propos de Desjardins

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

Voir tous les emplois chez Desjardins →

Emplois similaires

Desjardins
Barreau du Québec Intern, Immigration Law
Desjardins
⚡ Postuler tôt Montréal Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 11 h
Desjardins
Senior Data Science Advisor
Desjardins
⚡ Postuler tôt Lévis Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 11 h
Desjardins
Personal Finance Advisor
Desjardins
⚡ Postuler tôt Sherbrooke Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 11 h
Desjardins
Representative, Desjardins Mortgage
Desjardins
⚡ Postuler tôt Caisse Desjardins du Centre de... Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 11 h
Desjardins
Advisor, Investment and financing
Desjardins
⚡ Postuler tôt Caisse Desjardins de Rimouski Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 11 h
Desjardins
Advisory Agent, Member and Client Experience, Gaspésie-Îles-de-la-Madeleine
Desjardins
⚡ Postuler tôt Caisse Desjardins de la Baie-d... Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 11 h
Desjardins
Personal Finance Advisor
Desjardins
⚡ Postuler tôt Caisse Desjardins Pierre-Le Ga... Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 20 h
Desjardins
Personal Finance Advisor
Desjardins
⚡ Postuler tôt Repentigny Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 20 h
Desjardins
Talent Acquisition Intern
Desjardins
⚡ Postuler tôt Montréal Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 20 h

Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

Plus d’emplois chez Desjardins

Voir tous les emplois chez Desjardins →

Postuler maintenant
🤖

Doucement — un instant

JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Prenez une longueur d’avance dans votre recherche d’emploi.

Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

Rejoindre le canal — c’est gratuit