Senior operational efficiency advisor improving Desjardins business processes and strategic initiatives. Advising stakeholders and leading complex projects across the organization.
About the role
- Real Estate Advisor helping Desjardins members and clients buy, sell, and renovate residential properties. Providing personalized advice, solutions, and specialized financial services through full-time telework.
Responsibilities
- Prospect for, solicit and build lasting business relationships with members and clients
- Sell products and services and provide services that meet clients’ needs
- Provide services related to the sale, purchase and renovation of residential buildings
- Develop and maintain business relationships with members and clients in the sector
- Handle unusual or special requests from clients
- Promote and sell specialized products and services
- Ensure client satisfaction and service quality in accordance with organizational standards and procedures
- Analyze clients’ needs, develop and implement personalized solutions, and propose integrated service offers
- Assist current and potential clients
- Represent the organization and provide upstream support for selling properties
- Establish advisory relationships by identifying current and potential needs, including choosing the right package for selling a property, and supporting client retention
- Advise members and clients on specialized products and services, including handling requests, taking photos, analyzing issues, researching solutions and making recommendations
- Make overall observations, identify gaps and opportunities, and make recommendations
- Assist members and clients, be attentive to their needs and propose personalized solutions
- Help identify operational risks and opportunities for continuous improvement
- Stay current on standards, products, tools and services in the field
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 advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- 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
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