Senior Advisor, Business

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Lead strategic client relationships: prospect, solicit, and maintain members and clients; sell products through multiple channels; develop tailored solutions for complex needs; negotiate agreements; represent the unit to senior management; drive initiatives to improve profitability, retention, and client satisfaction.
Summary Generated by Built In

As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices. You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. 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 prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs. You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms. More specifically, you will be required to:


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 related field
  • A minimum of eight years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Intermediate knowledge 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
Action oriented, Customer Focus, Decision quality, Differences, Nimble learning

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-06-18

Skills Required

  • Bachelor's degree in a related field
  • Minimum of eight years of relevant experience
  • Intermediate knowledge of English
  • Extensive knowledge of sales and service
  • Strong networking, negotiation, and interpersonal skills
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The Company
Calgary, AB
40,858 Employees

What We Do

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

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