Advisor, Business Development and Sales Support

Posted 10 hours ago

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About the role

  • Desjardins business development advisor supporting member relationships and sales. Analyzing client needs and delivering personalized financial solutions across distribution channels.

Responsibilities

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction
  • Analyze and meet special client needs, handle requests and follow up as needed
  • Collect, compile and analyze data; prepare reports and recommendations
  • Stay on top of the latest standards, products and services in the field
  • Help serve and maintain business relationships with members and clients
  • Help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
  • Help build and maintain business relationships with members and clients
  • Review special requests and help promote and sell products and services based on client needs and business objectives and strategies
  • Help analyze member/client needs and develop and implement personalized solutions
  • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

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
  • Intermediate knowledge of English
  • Available to work Monday through Friday, between 8:00 a.m. and 5:00 p.m.
  • Action oriented
  • Ambiguity
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning

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
  • Hybrid work arrangement

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridMontrealCanada

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