[Hiring] Advisor, Expert Support, Collective Retirement Savings @Desjardins

Role Description

As an Advisor, Expert Support, Collective Retirement Savings, you contribute to administrative activities that support the organization’s business units and are related to the administration of various specialized products and member and client accounts. You play an advisory and support role with a dedicated client base and partners as part of a variety of significant intervention and development mandates within your field of expertise. You propose improvement or optimization solutions to standards, policies, and programs. The nature of the files and projects requires extensive knowledge of your field of activity. You develop recommendations, solutions, and action plans aligned with organizational directions and objectives. You contribute to the resolution of complex issues requiring in-depth analysis and detailed business knowledge. Coordination with multiple stakeholders is frequent, and you will interact with various parties working in complementary areas of expertise. Strong interpersonal skills are therefore essential. In collaboration with the Advisor responsible for setting up plans, you will be responsible for aligning technical aspects of group onboarding. More specifically, you will be required to:

• Coordinate asset transfers
• Coordinate fund lineup change projects
• Exchange data with the client/payroll service provider
• Load demographic and financial data
• Establish interfaces with the client’s payroll system
• Set up SFTP connections
• Participate in special projects

Qualifications

• Bachelor's degree in a related field
• A minimum of four years of relevant experience in the collective retirement savings field
• Knowledge of French is required for positions in Quebec
• Advanced proficiency 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
• Advanced proficiency in Microsoft Excel
• Action oriented
• Business insight
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning

Benefits

• Salary outlook: 78,582$ to 115,255$ per year
• Competitive salary and annual bonus based on performance
• 4 weeks flexible vacation starting in the first year
• Defined-benefit pension plan that ensures a predictable, stable income throughout retirement
• Group insurance including telemedicine services
• Reimbursement of health and wellness expenses and telecommuting equipment
• Benefits are subject to eligibility criteria

Company Description

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!