Member/Client Advisor – Solutions & Service

Desjardins Group; Montreal; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking a member/client service advisor – sales in Montreal. Candidates should have at least one year of relevant experience and a college diploma in a related field. Responsibilities include developing client relationships, advising on specialized services, and ensuring client satisfaction. The role offers a competitive salary and benefits including vacation, a pension plan, and health insurance. Knowledge of French is required for this position.

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 one year of relevant experience required.
• Knowledge of French is necessary for this position.

Responsibilities

• Establish advisory relationships and support client retention.
• Review client needs and compile data to provide tailored solutions.
• Assist members and clients and propose personalized solutions.

Skills

Interpersonal Savvy

Customer Focus

Action oriented

Drive results

Nimble learning

Education

College diploma in a related field

Job description

A leading financial services organization is seeking a member/client service advisor – sales in Montreal. Candidates should have at least one year of relevant experience and a college diploma in a related field. Responsibilities include developing client relationships, advising on specialized services, and ensuring client satisfaction. The role offers a competitive salary and benefits including vacation, a pension plan, and health insurance. Knowledge of French is required for this position.