Client Financial Services Advisor

Desjardins; Outaouais; On-site; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Quebec seeks a sales support professional to work with account managers, maintaining strong relationships with members and clients. You will document appointments, present and close sales of products and services, and help prioritize weekly activities and follow-ups.

You will assist in preparing presentations, contribute to business development, and ensure files are complete and compliant with deadlines and security standards. French language proficiency is required.

Qualifications

• Requires French language proficiency and strong interpersonal skills.
• Experience in sales support or client services preferred.
• Ability to communicate clearly and handle multiple tasks efficiently.

Responsibilities

• Collaborate with account managers to maintain member and client relationships.
• Complete documentation from appointments, obtain signatures, and present products and services.
• Plan and prioritize weekly activities and follow-ups for sales opportunities.
• Prepare and deliver presentations to members and clients; support sales of offerings.
• Contribute to business development through solicitation activities.
• Maintain accurate files and ensure compliance with deadlines and standards.

Skills

French language

Customer focus

Communication

Action oriented

Education

Attestation of Collegial Studies

Job description

Desjardins in Quebec seeks a sales support professional to work with account managers, maintaining strong relationships with members and clients. You will document appointments, present and close sales of products and services, and help prioritize weekly activities and follow-ups.

You will assist in preparing presentations, contribute to business development, and ensure files are complete and compliant with deadlines and security standards. French language proficiency is required.