Senior Advisor, Client Relations, Group Retirement Savings

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