Advisor, Expert Support, Collective Retirement Savings

Desjardins • Montreal, QC

1d • Hybrid

About The Position

As an Expert Support, Collective Retirement Savings Advisor, 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.

Requirements

• 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
• 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
• Knowledge of Access databases
• Knowledge of PL/SQL Developer
• Knowledge of Dataclic
• Knowledge of Compass
• Business insight
• Interpersonal Savvy

Nice To Haves

• Trade Union (If applicable)

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees