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The role involves developing relationships with clients, advising on financial strategies, managing client satisfaction, and staying updated on market trends.

Advise and build lasting relationships with individual and business clients; assess needs, recommend investments, loans and insurance; manage satisfaction and service quality; collaborate with partners to design financial strategies; participate in community outreach and stay current on industry trends, regulations and Desjardins products and processes.

Administer Collabria's Azure platform: handle access requests and identity lifecycle, support AVD and Microsoft Fabric, maintain runbooks and operational documentation, produce governance and usage reports, execute approved Terraform-managed changes, coordinate access reviews and audits, and provide user support for MFA/SSO/password issues.

Manage and grow business client relationships by selling products and services, developing tailored solutions, negotiating terms, meeting sales objectives, identifying market opportunities, and representing the company in the business community.

Provide advisory data analytics for IT capacity and performance: define metrics, acquire and analyze large datasets, forecast trends, identify anomalies, recommend actions, support project impact evaluations, and produce dashboards and reports for stakeholders.

Advise individual and business members on investments, loans and insurance; build and maintain client relationships; assess satisfaction; design integrated financial strategies; represent the organization in community outreach and stay current on market trends.

Provide expert advice and support on property and casualty insurance programs, systems, products and management tools. Lead and influence complex strategic initiatives and development projects, develop policy/standards/models, analyze issues and recommend actions to senior decision-makers, represent and negotiate on behalf of the organization, and coach senior management and stakeholders through rollout and integration activities.

Build and maintain trusting relationships with individual and business clients; assess needs and recommend investments, loans, insurance and integrated financial strategies; manage client satisfaction and compliance; stay current on market trends; participate in community outreach representing the caisse.

Advise and build lasting relationships with individual members and young clients, assess needs, recommend investments, loans and insurance, design integrated financial strategies, monitor satisfaction, participate in outreach, and collaborate with partners to balance client goals with business objectives and risk management.

As a Senior Wealth Management Advisor, you develop and maintain business relationships with clients, advise them on financial strategies, and ensure compliance with policies while driving business growth.