Practice Leader

Desjardins • Montreal, QC

3d • Hybrid

About The Position

As Practice Leader, you support your unit manager by providing deep subject matter expertise to practitioners. You coordinate, mentor, and develop a group of experienced professionals while contributing to management and operational activities. Your work requires extensive knowledge of group retirement savings and plan member education. You act as a leader and integrator on innovative, large-scale initiatives. You provide recommendations on the planning and execution of operationally and conceptually complex projects that require comprehensive analysis and a strong understanding of the organization and line of business. A strategic mindset, organizational awareness, and sound judgment are essential. Collaboration is critical to success, and you regularly engage with stakeholders across multiple functions. You serve as a subject matter expert and trusted advisor to project teams and decision making bodies.

Requirements

• Bachelor’s degree in a relevant field
• A minimum of six years of relevant experience
• Experience managing projects, priorities, and operational processes effectively
• Experience creating and curating educational content and building thematic, client centric strategies
• Proven experience coaching, mentoring, and developing professionals
• LLQP license and/or CEBS designation
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients
• Demonstrated strategic thinking and deep subject matter expertise in financial wellness and plan member education
• Strong analytical capabilities and the ability to manage and deliver complex initiatives
• Strong cross functional collaboration and stakeholder management skills, including direct engagement with Marketing and Sales
• Strong client focused mindset and the ability to effectively champion the plan member perspective

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Occasional travel outside Québec

Responsibilities

• Develop and grow your practice area and serve as its primary subject matter expert
• Provide expert guidance, mentoring, and support in analysis, strategy development, personalized approaches, and case management
• Contribute to the planning, prioritization, and delivery of your unit’s work and ensure priorities are completed successfully
• Ensure practices, processes, methodologies, and tools are used consistently and effectively to achieve unit objectives
• Design thematic client strategies that connect financial planning with financial wellness
• Research, curate, and identify new content for educational presentations and experiences
• Coordinate with Marketing and Sales teams on the positioning and promotion of education offerings
• Participate in internal initiatives (GBRS), bringing forward the plan member perspective

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: Manager
• Number of Employees: 11-50 employees