Advisor, Business

Desjardins Group; Quebec; Remote; CAD 70,000 - 85,000; Full time

Job summary

A leading financial services institution in Quebec is seeking a Business Advisor to manage client relationships and review credit applications. The ideal candidate will have a Bachelor's degree and at least two years of relevant experience. Key responsibilities include ensuring compliance with credit application standards, analyzing client data, and monitoring industry trends. This role offers a competitive salary and a variety of benefits, including a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Review credit applications and ensure compliance with standards.
• Collect, compile, and analyze data; prepare reports.
• Serve as resource for clients; assess satisfaction.
• Help achieve results and ensure client satisfaction.
• Monitor industry trends and best practices.

Skills

Action oriented

Customer Focus

Differences

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Job description

As a business advisor, you help serve and maintain business relationships with members and clients. You authorize credit for major accounts. You help the organization achieve results and ensure client satisfaction. You drive results by approving or rejecting credit applications up to your discretionary limit and submitting recommendations for those above your limit. You balance sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs who have significant development potential for your sector. You analyze member/client needs, share analysis results and present alternatives as needed. Your work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Review credit applications and ensure they are processed in accordance with current standards and policies. Approve or reject applications up to your discretionary limit and prepare and submit recommendations for those above your limit

• Collect, compile and analyze data. Prepare reports and recommendations

• Serve as resource person for clients. Assess customer satisfaction and service quality, follow up and make improvements as needed

• Help the organization achieve results and ensure client satisfaction

• Monitor the industry to stay on top of the latest trends, opportunities and best practices 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

• Bachelor's degree 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, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Remote

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

2025-08-18