Advisor, Business

Desjardins; Granby; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic business advisor to foster strong relationships with clients and members. This role involves understanding client needs, providing tailored financial solutions, and ensuring satisfaction through high-quality service. You will play a crucial part in business development by identifying new opportunities and helping clients achieve their financial objectives. With a commitment to equity and inclusion, this organization offers a supportive environment where your contributions will be valued. If you're passionate about client service and eager to make a difference, this position is an excellent opportunity for you.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Reimbursement

Telework Equipment Reimbursement

Qualifications

• Minimum of two years of relevant experience in client advisory roles.
• Knowledge of French is required.

Responsibilities

• Establish advisory relationships and support client retention.
• Assist clients with specialized needs and advise on products.
• Help clients reach financial goals with tailored solutions.

Skills

Interpersonal Savvy

Business Development

Client Relationship Management

Financial Analysis

Education

College Diploma in a Related Field

Job description

Required

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:

1. Establish an advisory relationship by identifying current and potential needs and supporting client retention
2. 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
3. Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
4. Help achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and risk
5. 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

Drive results, Interpersonal Savvy

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Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-05-12