Business Advisor helping Desjardins members achieve financial goals through specialized products and services. Developing client relationships, tailored solutions, and new business opportunities across Quebec.
Responsibilities
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Assist members and clients who have specialized needs and advise them on specialized products and services
Discuss organizational realities with external professionals
Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
Prospect for, identify and develop new business opportunities
Balance member/client satisfaction, profitability and risk
Stay on top of the latest standards, products and services in the field
Provide customer service and sell specialized products and services through multiple distribution channels
Develop and maintain business relationships with members and clients
Review special requests for specialized products and services
Develop integrated offers for Desjardins products and services
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs and implement personalized solutions
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Action oriented
Customer Focus
Drive results
Interpersonal Savvy
Nimble learning
Situational adaptability
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
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