Advisor, Business development and sales support

Desjardins Group; Montreal (administrative region); Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Health/wellness reimbursement

Telework equipment

Job summary

Desjardins Group seeks a sales and business development support advisor to strengthen relationships with members and clients. You will promote products and services through multiple channels, analyze needs, and deliver personalized solutions aligned with unit goals.

You will collaborate across teams to ensure satisfaction while balancing risk, profitability and growth. The role emphasizes advisory excellence, data-driven insights, and staying current with offerings, regulations and client needs

Qualifications

• Bachelor's degree in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Advanced proficiency of English due to duties and tools.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction.
• Analyze and meet very technically complex client needs, handle requests and follow up as needed.
• Collect, compile and analyze data; prepare reports and recommendations.
• Stay on top of the latest standards, products and services in the field.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Equity Diversity Inclusion

Business Insight

Collaborates

Education

Bachelor's degree in a related field

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 build and maintain business relationships with clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and 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 diverse needs and significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Interpersonal savvy is therefore essential. Your work and initiatives require extensive knowledge of your line of business. More specifically, you will be required to : Establish an advisory relationship by identifying current and potential needs and supporting client retention Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction Analyze and meet very technically complex client needs, handle requests and follow up as needed Collect, compile and analyze data. Prepare reports and recommendations 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. #LI-Hybrid

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
• 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
• Business insight
• Collaborates
• 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!

Trade Union (If applicable)

Job Family Member/client sales and service (FG)

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.