Advisor, Business

Desjardins; Drummondville; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins in Canada is seeking a business advisor to serve, prospect for, solicit, and develop relationships with members and clients with specialized advisory needs. You provide customer service and help sell specialized products and services through multiple channels to meet member goals.

The role requires a college diploma and at least two years of relevant experience, with fluency in French. You will engage in prospecting, advisory discussions, and collaboration with external professionals

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Establish an advisory relationship by identifying needs and supporting client retention.
• Assist members and clients with specialized needs and advise on specialized products and services.
• Discuss organizational realities with external professionals.
• Help clients reach financial goals and negotiate terms.
• Prospect for and develop new business opportunities to balance satisfaction, profitability, and risk.
• Stay updated on standards, products and services in the field.

Skills

Advisory skills

Client retention

Interpersonal savvy

Communication

Customer focus

Education

College diploma in a related field

Job description

As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with members and clients. You review special requests for specialized products and services. You drive results by developing integrated offers for Desjardins products and services and helping members and clients reach their financial goals. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. Interpersonal savvy is therefore essential.

More specifically, you will be required to:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Assist members and clients who have specialized needs and advise them on specialized products and services to ensure their satisfaction.
• Discuss organizational realities with external professionals
• Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
• Help achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and risk
• Stay on top of the latest standards, products and services in your field

What we offer

• 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
• Benefits apply based on eligibility criteria

What you bring to the table

• College diploma in a related field
• A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered. Knowledge of French is required.

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability, Equity, Diversity, Inclusion and Accessibility.

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.