Advisor, Member/client sales and service

Desjardins; Lévis; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Vacation 4 weeks

Pension plan

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins seeks an Advisor, Member/client sales and service to build advisory relationships, assess client needs, and promote specialized products. The role focuses on delivering exceptional service across multiple channels, with a strong emphasis on understanding member/client requirements and providing tailored solutions.

The position involves reviewing data, following up on requests, and identifying risks and opportunities for the unit.

Qualifications

• College diploma in a related field.
• A minimum of one year of relevant experience.
• Knowledge of French is required.
• Intermediate advanced proficiency of English due to duties and tools or interactions with English-speaking partners, members and/or clients.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products and services and ensure member/client satisfaction.
• Review client needs and compile and analyze data; handle requests and follow up as needed.
• Assist members and clients, listen to their needs and propose personalized solutions.
• Identify unit operational risks and opportunities for improvement.
• Stay informed about the latest standards, products and services in the field.

Skills

Interpersonal savvy

Customer focus

Tech savvy

French language

English language

Education

College diploma in related field

Job description

Advisor, Member/client sales and service

Aug 25, 2026

Temporary position for 12 months.

As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them 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. More specifically, you will be required to:

Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services and ensure member/client satisfaction

Review client needs and compile and analyze data. Handle requests and follow up as needed

Assist members and clients, listen to their needs and propose personalized solutions

Help identify your unit’s operational risks and opportunities for improvement

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.

What you bring to the table

College diploma 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

Knowledge of French is required

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

Action oriented, Communicates effectively, Complexity, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

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!

Desjardins is North America's largest cooperative financial group, offering a wide range of services while maintaining high capital ratios and recognition for employer excellence.

Banking Credit Intermediation Financial Services

Company size 10,001+ employees

Company type Privately held

Total funding 0