Advisor, Business development and sales support

Desjardins Global Asset Management; Montreal; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance incl. telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Montreal seeks a Sales and Business Development Support Advisor to help serve members and clients, sell products through multiple channels, and strengthen key relationships. You will analyze member/client needs, develop and implement personalized solutions, and present integrated service offers.

This role balances sales objectives with prudent risk management, profitability and member/client satisfaction, operating across complex client needs with strong business development

Qualifications

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Skills

Action oriented

Collaborates

Customer focus

Diversity & inclusion

Nimble learning

Planning & alignment

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell 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 important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist practitioners and current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

More specifically, you will be required to:

Responsibilities

• Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Benefits

• 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.

#LI-Hybrid

Qualifications

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Action oriented, Collaborates, Customer Focus, Differences, Nimble learning, Plans and aligns 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!

Trade Union (If applicable)

Job Family Member/client sales and service (FG)

Unposting Date 2026-11-25

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.