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Senior Advisor, Client Relations, Group Retirement Savings

Company: Desjardins

Location: montreal west, London

Posted: June 09, 2026

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Position Details

Responsibilities

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 r...