Advisor, Member/client sales and service

Caisse Desjardins du Centre-Nord de Montréal; Montreal; On-site; CAD 48,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Eligibility-based benefits

Job summary

Desjardins in Montreal seeks a full-time on-site Member/Client Sales and Service Advisor to build and maintain client relationships, advise on specialized products, and ensure satisfaction by analyzing client needs and offering personalized solutions.

You will identify needs, promote products, and stay current with standards and services while contributing to risk awareness and service excellence. Fluency in French is required.

Qualifications

• College diploma in a related field.
• Minimum of one year of relevant experience.
• Knowledge of French is required.

Responsibilities

• Establish advisory relationship by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products and services and ensure 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 operational risks and opportunities for improvement and stay updated on standards and products.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

French language proficiency

Equity, diversity, inclusion and acces

Education

College diploma in a related field

Job description

The work mode arrangement for the position is full-time on site. 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
• 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) CAISSE CENTRE-NORD DE MONTRÉAL (30166 / Conv_Col_00080) (2020-01-20 - ) Job Family Member/client sales and service (FG) Unposting Date 2026-11-15

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.