Financial Education Advisor, Business development and sales support

Desjardins Group; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services organization in Montreal seeks a Financial Education Advisor to enhance business relationships and drive sales in accordance with member needs. Responsibilities include advising partners on strategies, analyzing data, overseeing portfolios, and staying updated on market trends. Applicants must have a Bachelor's degree and at least four years of relevant experience. Knowledge of French is required, making it essential for client interactions. The role offers competitive salary, annual bonus, and solid 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

• A minimum of four years of relevant experience is required.
• Knowledge of French is essential.

Responsibilities

• Set goals and advise partners on solutions and strategies.
• Collect, compile and analyze data; prepare reports.
• Oversee portfolios and assess customer satisfaction.
• Monitor industry trends and best practices.

Skills

Customer relationship management

Data analysis

Sales strategy development

Education

Bachelor's degree in a related field

Job description

Financial Education Advisor – Business Development & Sales Support

As a Financial Education Advisor, you help serve and maintain business relationships with members and clients. You sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.

Responsibilities

• Set goals and advise partners, practitioners, members and clients on the best solutions and strategies.
• 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.

*Benefits 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.
• Knowledge of French is required.

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. We have zero tolerance for discrimination of any kind.