Advisor, Business Services

Desjardins Group; Montreal; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading cooperative financial group in Canada seeks an Advisor for Business Services. This role involves engaging with business clients to deliver a personalized experience, ensuring they have the necessary tools and support for success. Ideal candidates will have customer service experience and knowledge of the financial sector. As part of a diverse team, you'll contribute to building loyal customer relationships in a dynamic and supportive environment.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation from the first year

Defined benefit pension plan

Group insurance plan including telemedicine services

Reimbursement for health and wellness expenses

Qualifications

• Minimum of three years of relevant customer service experience.
• Experience in the banking or financial sector preferred.
• Knowledge of French required; advanced proficiency in English may be needed.

Responsibilities

• Handle inbound and outbound calls to assist business members and clients.
• Provide personalized services aligning with client goals and challenges.
• Understand and respond to client needs effectively.

Skills

Customer Focus

Interpersonal Skills

Nimble Learning

Drive Results

Action-oriented

Education

High school diploma

Job description

Advisor, Business Services

Apply: Remote work arrangement

Locations: Montréal, Gatineau, Amos, Sherbrooke, Repentigny

Time type: Full time

Posted on: Posted 5 Days Ago

Job requisition id: R2508773

Are you looking to make a real difference for our business members and clients? Are you known for your energy, interpersonal skills, and curiosity about the entrepreneurial world? Join our Business Centre – Business Services team, where exciting opportunities await!

Support. Advise. Build Loyalty.

Understanding the needs of our business members and clients and offering them a UNIQUE and PERSONALIZED experience is at the heart of our mission. You’ll be responsible for handling inbound and/or outbound calls using a call generator to respond efficiently to the immediate needs of our business members and clients. Your role goes beyond initial requests or excellent service—you’ll ensure businesses have the best tools to drive their success. We also take the time to understand their stories, challenges, and projects. By offering a personalized and value-added experience, we propose solutions and alternatives aligned with their goals and ambitions.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation from the first year
• Defined benefit pension plan ensuring predictable and stable retirement income
• Group insurance plan including telemedicine services
• Reimbursement for health, wellness, and remote work equipment expenses

*Benefits are subject to eligibility criteria.

What you bring to the table

• High school diploma in a related field
• Minimum of three years of relevant customer service experience
• Other combinations of qualifications and relevant experience may be considered
• Experience in the banking or financial sector
• Knowledge of French is required
• Some positions require advanced proficiency in English
• Knowledge of or interest in the business sector and business development
• Availability to work Monday to Friday between 8 a.m. and 8 p.m., and Saturdays during the day

This posting includes several opportunities for similar roles. Applications are reviewed continuously throughout the year based on evolving business needs. We don’t just fill a position. We hire a person. That’s the difference.

Action-oriented, Customer Focus, Differences, Drive Results, Interpersonal Savvy, Nimble Learning

#LI-Remote

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. 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)

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About us

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and are recognized as 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, insurance, and more.

Pursuing a career at Desjardins means being part of an organization that puts people first.