Advisor, Business development and sales support

Desjardins Group; Ottawa; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A financial services organization is seeking an Advisor in Ottawa to help maintain and promote business relationships with members and clients. This role involves identifying needs, responding to requests, and ensuring satisfaction in accordance with the organization's standards. The ideal candidate will have a General College diploma and strong bilingual communication skills, with a focus on customer service and relationship building.

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 one year of relevant experience is required.

Responsibilities

• Establish a consulting relationship by identifying current or potential needs.
• Analyze and respond to customer needs, process requests and ensure follow-ups.
• Keep abreast of new developments related to standards, products or services.

Skills

Strong communication skills in both French and English

Customer Focus

Interpersonal Savvy

Action oriented

Education

General College diploma in a related field

Job description

Temporary position for 12 months.

As an 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 information 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. Interpersonal savvy is therefore essential.

• Establish a consulting relationship by identifying current or potential needs and promoting customer retention. Advise various partners, stakeholders or members and customers regarding the products, services or solutions offered and ensure their satisfaction.
• Analyze and respond to customer needs, process requests and ensure the required follow-ups.
• Collect, gather and analyze information, write reports and recommendations.
• Keep abreast of new developments related to standards, products or services in your field of activity.

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 one year of relevant experience.
• Strong communication skills in both French and English, both oral and written.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Hybrid

Trade Union (If applicable)

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée (00008) (2015-01-01 - )

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: 2025-11-17