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Desjardins

Advisor, Integration and IT Support, Partner Networks

Posted 4 Hours Ago
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In-Office
Ottawa, ON, CAN
Senior level
In-Office
Ottawa, ON, CAN
Senior level
This role involves coordinating the advisor lifecycle for partner networks, implementing incentive programs, and providing guidance to clients and partners effectively.
The summary above was generated by AI

You will work within the Integration and IT Support, Partner Networks direction, and will be responsible for coordinating the advisor and administrative assistant lifecycle for partner networks (SFL, DFSIN, DFSI). You will also be responsible for the implementation and monitoring of various incentive programs offered to partner networks. You will act as a coordinator, providing guidance and support to dedicated clients and partners as part of key intervention and development mandates within your field of expertise. You will propose improvement and optimization solutions related to standards, policies, and programs. The nature of the files and projects requires extensive knowledge of your area of activity. More specifically, you will be required to:

  • Coordinate all activities across various sectors to ensure the successful transition of new representatives to the independent networks SFL, DFSIN, and DFSI
  • Contribute to the continuous improvement of advisor onboarding and offboarding processes
  • Identify issues, challenges, needs, and problems within your field of expertise in order to define targeted outcomes
  • Ensure the development of objectives, solutions, and action plans, and participate in their implementation
  • Act as an advisor and provide support to organizational units and various stakeholders related to your area of expertise.

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

* Benefits apply based on eligibility criteria.

#LI-Hybrid #ON09-


What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of five years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Bilingual English and French due to the nature of the duties or work tools or because the position involves interactions with bilingual -speaking partners, members and/or clients
  • Strong knowledge of partner networks (SFL, DFSIN, DFSI)
  • Knowledge of the technological environment of partner networks
  • Knowledge of standards, laws, and procedures related to the integration of financial advisors in the insurance, investment, and securities sectors
Action oriented, Ambiguity, Business insight, Collaborates, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Plans and aligns

Trade Union (If applicable)

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!

Job Family

Administration (FG)

Unposting Date

2026-05-27

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