Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Client Advisor managing relationships and developing clients at Desjardins. Driving results through tailored services and advising on financial products and solutions in a hybrid setting.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Provide service tailored to client needs
- Drive results by reviewing complex requests and promoting and selling specialized products
- Analyze member/client needs and help develop personalized solutions
- Advise and assist current and potential members and clients
- Establish an advisory relationship by identifying needs and supporting client retention
- Collect, compile and analyze data and prepare reports and recommendations
- Oversee portfolios and assess customer satisfaction
Requirements
- College diploma in a related field
- A minimum of three years of relevant experience
- Knowledge of French is required
- Action oriented
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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