Senior Advisor – Personal Jobs in Montréal, QC at Desjardins

Title: Senior Advisor – Personal

Company: Desjardins

Location: Montréal, QC

Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level


As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices.

You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction.

You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs.

You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms.

General Information on the Position

Other working conditions

Workplace:The work arrangement for the position is hybrid work

Number of jobs available :1


Bachelor’s degree in a related field

A minimum of 8 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Complexity, Innovation, Interpersonal Savvy, Organizational savvy

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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About Desjardins