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About the role

  • 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
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

RemoteCanada

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