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
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