About the role

Member/client service advisor selling specialized financial products for Desjardins, North America’s largest cooperative financial group. Building client relationships, assessing needs, and supporting retention across distribution channels.

Responsibilities

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products and services and ensure member/client satisfaction
Review client needs and compile and analyze data
Handle requests and follow up as needed
Assist members and clients, listen to their needs and propose personalized solutions
Help identify the unit’s operational risks and opportunities for improvement
Stay on top of the latest standards, products and services in the field
Solicit, develop, and maintain business relationships with members and clients
Provide customer service and sell specialized products and services through multiple distribution channels
Promote and sell products and services based on client needs and business objectives
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

College diploma in a related field
A minimum of one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Intermediate knowledge of English is required due to the nature of the duties, work tools, or interactions with English-speaking partners, members and/or clients
Action oriented
Communicates effectively
Customer Focus
Interpersonal Savvy
Nimble learning
Situational adaptability

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