Advisor, Business

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

Benefits offered by this job

Competitive salary

4 weeks vacation starting year 1

Defined benefit pension plan

Group insurance including telemedicine

Wellness benefits reimbursement

Telework equipment

Job summary

Desjardins in Montreal West seeks a Business Advisor to build and maintain member/client relationships, selling specialized products through multiple channels. You will analyze needs, prepare personalized solutions, and help negotiate agreements while ensuring service quality and client satisfaction.

You will stay current on products and standards, support retention, and contribute to achieving unit objectives and strategies within the organization.

Qualifications

• General college diploma in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Advanced proficiency of English due to the nature of duties and tools.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction.
• Collect, compile and analyze data. Prepare recommendations. Finalize contracts, reports and other administrative documents.
• Stay on top of the latest standards, products and services in your field.

Skills

Interpersonal Savvy

Customer Focus

Drive results

Action oriented

Nimble learning

Education

General 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. You 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 drive results by reviewing special information requests and promoting and selling specialized products based on client needs and your unit’s business objectives and strategies. 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. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. 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


• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed


• Collect, compile and analyze data. Prepare recommendations. Finalize contracts, reports and other administrative documents


• Stay on top of the latest standards, products and services in your field.

Required

As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You 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 drive results by reviewing special information requests and promoting and selling specialized products based on client needs and your unit’s business objectives and strategies. 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. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. 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


• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed


• Collect, compile and analyze data. Prepare recommendations. Finalize contracts, reports and other administrative documents


• 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

• General 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


• 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

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!

Job Family

Member/client sales and service (FG)