Posted:
4/28/2026, 7:34:40 AM
Location(s):
Montreal, Quebec, Canada ⋅ Quebec, Canada
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Sales & Account Management
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. More specifically, you will be required to :
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
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
What you bring to the table
Bachelor’s degree in a relevant field
A minimum of six years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
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
Occasional travel outside Québec
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
Management support and expertise support (FG)Unposting Date
2026-05-19Website: https://www.desjardins.com/
Headquarter Location: Montréal, Quebec, Canada
Employee Count: 10001+
Year Founded: 1900
IPO Status: Private
Industries: Banking ⋅ Financial Services ⋅ Insurance ⋅ InsurTech