Drive client success in the Group Retirement Savings division as a Senior Advisor at Desjardins. Your expertise in delivering customized solutions will be essential in this impactful role.
Desjardins is on the lookout for a Senior Advisor dedicated to fostering growth and engagement with our Group Retirement Savings clients. In this position, you will leverage your extensive industry experience to analyze needs and deliver tailored services. Effective communication in French and English will enhance your interactions with both clients and internal teams.
Key Responsibilities:
• Cultivate and manage strategic client relationships
• Analyze client needs and design customized plans
• Advocate for strategic offerings aligned with objectives
• Prepare presentations for executive clients and committees
• Oversee the execution of complex plan modifications
Requirements:
• Bachelor’s degree in a relevant area
• Minimum six years’ experience in retirement savings