Desjardins business development advisor selling financial products and supporting member-client relationships. Analyzing client needs, managing portfolios, and negotiating service terms.
Responsibilities
Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
Collect, compile and analyze data
Prepare reports and recommendations
Oversee portfolios
Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
Serve and maintain business relationships with members and clients
Sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
Develop and maintain business relationships with important clients
Promote and sell products and services in accordance with business objectives and strategies
Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
Advise and assist practitioners and current and potential members and clients
Represent Desjardins and enter the organization into important agreements with clients
Establish and negotiate product and service terms
Requirements
Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Intermediate 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
Drive results
Interpersonal Savvy
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 and telework equipment
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