Financial Services Portfolio Advisor (Manitoba)

Financial Services Portfolio Advisor (Manitoba)

05 Nov
|
Desjardins
|
Manitoba

05 Nov

Desjardins

Manitoba

Drive product and service results at Desjardins while overseeing portfolios, analyzing data, and balancing client satisfaction with prudent risk management.
As a sales and business development support advisor, you work with complex client needs across multiple distribution channels. You promote solutions aligned with unit strategies, profitability, and member or client satisfaction. You also monitor industry trends, prepare recommendations, and support practitioners and partners.
Key Responsibilities: Promote products and services through distribution channels
Collect, compile, and analyze business data
Prepare reports and recommendations for partners
Oversee portfolios and assess service quality
Monitor trends, opportunities, and field best practices
Requirements: Related bachelor's degree
Minimum four years of relevant experience
Required French language knowledge
Intermediate-advanced English proficiency required
Ability to balance sales and risk management
Bring portfolio oversight, data analysis, sales strategy, and customer-focused judgment to complex financial services at Desjardins.

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📌 Financial Services Portfolio Advisor (Manitoba)
🏢 Desjardins
📍 Manitoba

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