Advisor, Member/client sales and service

Desjardins Group; Montreal; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking a member/client service advisor – sales in Montreal. Candidates should have at least one year of relevant experience and a college diploma in a related field. Responsibilities include developing client relationships, advising on specialized services, and ensuring client satisfaction. The role offers a competitive salary and benefits including vacation, a pension plan, and health insurance. Knowledge of French is required for this position.

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 required.
• Knowledge of French is necessary for this position.

Responsibilities

• Establish advisory relationships and support client retention.
• Review client needs and compile data to provide tailored solutions.
• Assist members and clients and propose personalized solutions.

Skills

Interpersonal Savvy

Customer Focus

Action oriented

Drive results

Nimble learning

Education

College diploma in a related field

Job description

Responsibilities

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

Attributes

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

Trade Union (If applicable)

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)