Senior Advisor, Client Relations, Group Retirement Savings (Levis)

Senior Advisor, Client Relations, Group Retirement Savings (Levis)

17 Oct
|
Desjardins
|
Levis

17 Oct

Desjardins

Levis

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 clientsDriving results by promoting solutions and service offerings in line with the business unit’s objectives and strategiesAnalyzing client needs, proposing, designing, and implementing customized solutions to help strategic clients achieve their goalsWorking on complex initiatives that require in-depth knowledge of your field of expertiseCollecting and analyzing data, writing results-oriented reports, and preparing recommendationsDeveloping and delivering presentations on products and services to promote plans to pension committees and at clients’ annual general meetingsManaging complex plan implementations and modifications, and maintaining communication between internal teams and external resources to ensure successful executionSupporting the sales team by participating in finalist meetings and meetings with intermediariesWhat we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable,



reliable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableBachelor’s degree in a relevant fieldA minimum of six years of relevant experience in the group retirement savings industryPlease note that other combinations of education and relevant experience may be consideredExperience delivering presentations to executive-level clientsGroup annuity representative certificateStrong 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 clientsAction oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindsetEquity, Diversity, Inclusion and AccessibilityAt 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!Job FamilyMember/client sales and service (FG)#J-18808-Ljbffr

📌 Senior Advisor, Client Relations, Group Retirement Savings (Levis)
🏢 Desjardins
📍 Levis

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