Advisor, Business Development and Sales Support

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About the role

  • Desjardins business development advisor supporting member and client relationships. Promoting financial products, analyzing complex needs, and preparing data-driven recommendations.

Responsibilities

  • 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
  • Build and maintain business relationships with members and clients
  • Review complex requests and help promote and sell products and services based on client needs and business objectives
  • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
  • Analyze member/client needs and help develop and implement personalized solutions
  • Establish advisory relationships 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 technically complex client needs, handle requests and follow up as needed
  • Collect, compile and analyze data; prepare reports and recommendations
  • Stay up to date on the latest standards, products and services in the field

Requirements

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Available for frequent travel (40% to 60% of the time) to the Caisse's various business locations and other sites, as required by the organization
  • Available to work flexible hours

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

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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