Advisor, Business development and sales support

Desjardins Group; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins Group is seeking a sales and business development support advisor to help serve and maintain member and client relationships across channels. You will sell products and services and analyze needs to tailor solutions, contributing to your unit’s objectives.

You will monitor complex requests, ensure service quality, and help build personalized solutions. Strong interpersonal skills and bilingual capacity (French and English) are valued, with eligibility for remote/hybrid setup.

Qualifications

• Bachelor's degree in a related field.
• At least 1 year of relevant experience.
• Other combinations of qualifications and experience may be considered.

Responsibilities

• Establish 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 technically complex client needs, handle requests and follow up
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Stay on top of the latest standards, products and services in your field.

Skills

Interpersonal savvy

Customer focus

Action oriented

Drive results

Nimble learning

Bilingual FR/EN

Education

Bachelor's degree in 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 members and 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 ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

You work with clients who have development potential for your sector. You analyze member/client needs and help develop and implement personalized solutions. Interpersonal savvy is therefore essential.

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 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 one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Language Proficiency

• Intermediate advanced proficiency of French, both oral and written
• Intermediate 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

Skills & Qualities

• 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!

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.