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
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