Advisor delivering personalized business services by handling calls and proposing solutions for diverse clients. Focused on understanding business needs and driving success for members in a cooperative financial group.
Responsibilities
Understanding the needs of our business members and clients and offering them a UNIQUE and PERSONALIZED experience is at the heart of our mission.
You’ll be responsible for handling inbound and/or outbound calls using a call generator to efficiently respond to the immediate needs of our business members and clients.
Ensure businesses have the best tools to drive their success.
Understand the stories, challenges, and projects of our business members and clients.
Propose solutions and alternatives aligned with their goals and ambitions.
Requirements
High school diplomas in a related field
Minimum of three years of relevant experience in customer service experience
Experience in the banking or financial sector
Knowledge of French is required
Some positions require advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Knowledge of or interest in the business sector and business development
Availability to work Monday to Friday between 8 a.m. and 8 p.m., and Saturdays during the day
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation from the first year
Defined benefit pension plan ensuring predictable and stable retirement income
Group insurance plan including telemedicine services
Reimbursement for health, wellness, and remote work equipment expenses
Residential Field Claims Adjuster settling home insurance claims for TD Insurance in Ottawa. Inspecting property damage, determining coverage, estimating repairs, and negotiating contractor settlements.
Wealth management advisor helping Desjardins members and business owners achieve financial goals. Recommending tailored investments, loans, and insurance while managing trusted client relationships.
Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
Overnight Banking Advisor supporting RBC, Canada’s largest bank, through phone, email, chat, video, social media, and mobile channels. Resolving banking concerns and educating clients on digital capabilities.
Operational efficiency advisor improving business processes and operations at Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and recommending solutions across Montréal and Lévis.
Wealth management advisor advising affluent members and business owners at Desjardins, North America’s largest cooperative financial group. Developing investment, loan, and insurance strategies.
Business Advisor developing specialized financial relationships for Desjardins, North America's largest cooperative financial group. Advising clients, selling tailored products, and growing business opportunities.
Senior business strategy advisor shaping strategic initiatives for Desjardins, North America's largest cooperative financial group. Advising leaders, analyzing complex issues, and driving transformation projects.
Operational efficiency advisor improving business processes and operations for Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and implementing operational solutions.