Advisor, Member/client sales and service

Desjardins Technology Group; Montreal; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Defined benefit pension

Group insurance including telemedicine

Wellness expense reimbursement

Job summary

Desjardins is seeking a member/client service advisor - sales in Montreal to build and maintain relationships with members and clients, provide customer service, and promote specialized products and services through multiple channels.

The role requires a college diploma, at least one year of relevant experience, fluency in French and advanced English, and a customer-focused, collaborative mindset. Desjardins offers competitive salary, annual bonus, pension, insurance, and vacation.

Qualifications

• College diploma in a related field.
• A minimum of one year of relevant experience.
• Knowledge of French is required.
• Advanced proficiency of English due to duties and interactions with English-speaking partners, members and/or clients.
• Equity, Diversity, Inclusion and Accessibility are valued.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Review client needs and compile and analyze data; handle requests and follow up.
• 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.

Skills

Interpersonal Savvy

Customer Focus

Nimble Learning

Situational Adaptability

Tech Savvy

Equity, Diversity, Inclusion and ADA

Education

College diploma in a related field

Job description

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

* 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
• 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
• Complexity, Customer Focus, Interpersonal Savvy, 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!

Trade Union (If applicable)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10