At a Glance
- Tasks: Build strong relationships with strategic clients and deliver tailored retirement solutions.
- Company: Join Desjardins, a leader in equity, diversity, and inclusion.
- Benefits: Enjoy competitive salary, flexible vacation, and comprehensive health benefits.
- Other info: Hybrid work environment with a focus on professional growth.
- Why this job: Make a real impact by helping clients achieve their retirement goals.
- Qualifications: Bachelor’s degree and 6+ years in group retirement savings required.
The predicted salary is between 90000 - 110000 $ per year.
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:
- Contribute to the development and maintenance of business relationships with strategic Group Retirement Savings clients, and ensure the development, implementation, and follow-up of action plans for these clients.
- Drive results by promoting solutions and service offerings in line with the business unit’s objectives and strategies.
- Analyze client needs, propose, design, and implement customized solutions to help strategic clients achieve their goals.
- Work on complex initiatives that require in-depth knowledge of your field of expertise.
- Collect and analyze data, write results-oriented reports, and prepare recommendations.
- Develop and deliver presentations on products and services to promote plans to pension committees and at clients’ annual general meetings.
- Manage complex plan implementations and modifications, and maintain communication between internal teams and external resources to ensure successful execution.
- Support 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.
Please note that benefits apply based on eligibility criteria.
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.
- 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.
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. 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!
Senior Advisor, Client Relations, Group Retirement Savings in Lévis employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
