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Senior Advisor, Client Relations, Group Retirement Savings

  • The work arrangement for the position is hybrid work
  • Montréal
    Lévis
  • Full time
  • Regular position
  • R2612312
  • Job Offer

    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

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    Why choose Desjardins?

    It’s a place where we put people first, where your development matters and where you can make a real difference.

    Our organization is built on values like kindness and caring. You can learn, grow and be part of a team here. Join over 55,000 employees across Canada in fields like finance, IT, data, insurance, marketing, HR and many more.

    The career you want. The impact you’ve dreamed of.

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    Senior Advisor, Client Relations, Group Retirement Savings - Desjardins