Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- Dealer Experience Advisor providing top-tier service and support to dealers for order processing and inquiries. Responsible for maintaining dealer experience and coordinating logistics effectively.
Responsibilities
- Enter orders in computer system that have been received by phone, email and or portals.
- Compose and send email order acknowledgements back to dealers.
- Answer dealer inquiries on invoices, product, pricing, availability, and shipping.
- Work towards providing an incredible dealer experience for all customers through anticipation and fulfillment of customer needs.
- Provide the dealer the best possible ETA date using all available tools.
- Work with peers/supervisor/accounting/shipping/production/ inventory to keep all areas informed if any dealer issues.
- Coordinate shipping between internal departments and dealer.
- Expedite shipments when needed and create freight credits.
- Create return authorizations for dealers who wish to return product from orders.
- Coordinate with logistics support to arrange details and credits.
- Maintain and update dealer account information in all systems to ensure proper alignment of processes.
- Answer inbound phone calls and make outbound phone calls to dealers regarding supporting hearth and grills.
- Complete assigned projects and training.
- Obtain product knowledge to offer dealers the correct parts for orders.
- Input memos to correct order entry errors.
- Create relationships with internal sales team to ensure alignment of messaging to dealers.
- Assist dealers with technical questions regarding Mynapoleon.com, Ship early and Co-op portal.
Requirements
- High School Diploma
- 1- 2 years customer service experience
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Access, Outlook).
- Experience with ERP (Dynamics 365) and CRM systems considered an asset.
- Must be bilingual (English/Spanish).
- Ability to use multiple systems and screens simultaneously while on the phone answering dealer questions.
Benefits
- Competitive Compensation / Wages
- Medical, dental, and vision insurance
- Retirement Savings Plan (RRSP/DPSP)
- Tuition reimbursement
- Life insurance and disability coverage
- Associate Purchase Programs, Product Discounts, In-house Sales
- Appreciation Events, Raffles, Draws, Fundraising, BBQ’s, Competitions
- Napoleon Cares – Associates helping Associates
- Employee Assistance Plan
- Napoleon Recognition Program
- GOevisits, virtual doctor visits
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Desjardins investment assistant serving members and clients in Rimouski. Selling securities and supporting branch operations, compliance, staffing, and client solutions.
Capital markets and treasury advisor guiding Desjardins’ strategic financial initiatives. Advising senior stakeholders on complex projects, policies, and external agreements.
Senior Advisor developing go - to - market strategies and campaigns for iA Financial Group’s insurance and savings solutions. Creating sales enablement tools and optimizing marketing performance across Canada.
Senior management information advisor developing strategic data systems, reports, and performance indicators for Desjardins. Leading complex initiatives and advising decision - making bodies.
Senior business strategy advisor shaping Desjardins transformation initiatives in Montréal and Lévis. Advising leaders, developing strategic programs, and guiding complex cross - sector projects.
Virtual wealth advisor managing smaller investment relationships for Alterna Savings, an Ontario member - owned financial institution. Providing digital investment advice, portfolio reviews, referrals, and compliant member service.
Senior business strategy advisor guiding Desjardins strategic initiatives and organizational transformation. Advising leaders, shaping policies, and representing business positions to decision - making bodies and external partners.
Advisor Trainee developing insurance and investment expertise at Sun Life. Building client relationships and preparing for a future financial advisor career in British Columbia.
Sun Life Advisor Trainee gaining insurance and investment experience through client relationships, licensing, and business development. Preparing for a future financial advisor career.