Business advisor

Desjardins Group; Montreal; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Business Advisor for a temporary position of 18 months. You will serve and develop business relationships with clients, offering tailored solutions and driving sales objectives. Ideal candidates should have a bachelor's degree and a minimum of four years’ relevant experience. Proficiency in French and English is essential for interaction with clients. This role offers competitive salary, bonuses, and comprehensive benefits.

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 4 years of relevant experience.
• Knowledge of French is required.
• Expert proficiency in English.

Responsibilities

• Analyze member/client needs and develop personalized solutions.
• Negotiate agreements with practitioners.
• Monitor industry trends and best practices.

Skills

Interpersonal skills

Analytical skills

Sales skills

Education

Bachelor's degree in a related field

Job description

Temporary position for 18 months

As a business advisor, you help serve and develop and maintain business relationships with members and clients. You help sell business products and services based on member/client needs and current strategies and practices. You develop and maintain business relationships with important clients. You drive results by advising clients on how to implement and use products and services. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.

You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients.

You help negotiate agreements with practitioners. Interpersonal savvy is therefore essential. More specifically, you will be required to :

• Set goals and advise members and clients on the best solutions and strategies. Help clients develop, carry out, implement and follow up on initiatives
• Collect, compile and analyze data. Prepare reports and recommendations
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices 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
• Advantages apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Expert 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.

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)

Unposting Date 2025-12-23