Advisor, Member/client sales and service

Desjardins; Montreal West; On-site; CAD 21,000 - 32,000; Part time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Wellness reimbursements

Telework equipment

Job summary

A major financial institution in Montreal West is seeking a part-time Advisor for Member/client sales and service. The ideal candidate will possess a college diploma and have experience in customer service. Key responsibilities include developing client relationships, analyzing client needs, and selling specialized products to enhance client satisfaction. The firm offers competitive salary, bonuses, flexible vacation, and other benefits based on eligibility. Knowledge of French is essential for this role.

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.

Responsibilities

• Establish advisory relationships and advise clients on specialized products.
• Review client needs and analyze data.
• Assist members and clients by proposing personalized solutions.
• Identify operational risks and opportunities for improvement.
• Stay updated on latest standards and products in the field.

Skills

Customer Focus

Action oriented

Interpersonal Savvy

Nimble learning

Action oriented

Diversity awareness

Education

College diploma in a related field

Job description

Advisor, Member/client sales and service

Join to apply for the Advisor, Member/client sales and service role at Desjardins.

As a member/client service advisor – sales, you help solicit, 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 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.
• 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.

Job Family

Member/client sales and service (FG)

Seniority level

Entry level

Employment type

Part-time

Job function

Management and Manufacturing

Industry

Banking

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. If there’s something we can do to 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!