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A leading financial institution is seeking a business advisor to enhance client relationships and drive business development. The role involves advising clients on specialized products, ensuring satisfaction, and achieving business objectives. Ideal candidates will have a college diploma, relevant experience, and strong interpersonal skills. Competitive salary and benefits are offered, along with opportunities for professional growth.
As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs. 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
Develop solutions tailored to client needs, negotiate terms, and prepare integrated service offers
Help achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and risk
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
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Trade Union (If applicable)
Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )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
2025-06-13