Posted yesterday
Senior Advisor, Personal
@ Federation Caisses Desjardins
Lévis, Quebec
Overview
Federation Caisses Desjardins is hiring a senior personal advisor to serve, prospect for and develop business relationships with members and clients. The role involves strategic advisory work on sales and service projects, retention and monitoring industry trends. The posting offers a competitive salary with annual bonus, flexible vacation, a defined benefit pension and group insurance; it is full-time and remote-friendly.
Responsibilities:
- Évaluer et saisir les occasions d'affaires et de partenariat
- Conseiller membres, clients et partenaires sur leurs initiatives stratégiques
- Assurer le développement, la rétention et la satisfaction des membres et clients
- Surveiller l'industrie et formuler des recommandations
Requirements summary:
- Baccalauréat dans un domaine connexe
- Minimum de six ans d'expérience pertinente
- Connaissance du français requise
- Maîtrise avancée de l'anglais
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-11
- First seen by our source
- 2026-11-12
- Source record updated
- 2026-11-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Experience | 6+ years |
| Hours per week | 40 (estimated) |
| Work setting | Home, Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Federation Caisses Desjardins
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 161 |
| View page |
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 clients and practitioners on sales and service development projects, initiatives and activities that significantly impact multiple business sectors. 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 important clients who have complex, diverse needs. Your complex, strategic initiatives require extensive knowledge of sales and service. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs. You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients. More specifically, you will be required to:
- 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
- See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies
- Monitor the industry to understand and anticipate trends in your specialty area and make recommendations.
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-Remote
What you bring to the table
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
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
2026-11-26Journal
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