Member/Client Solutions & Service Advisor

Desjardins

Montreal West

On-site

CAD 21,000 - 32,000

Part time

14 days+

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Benefits offered by this job

Competitive salary and annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance including telemedicine
Reimbursement of health and wellness expenses

Job summary

A major financial institution in Montreal West is seeking a part-time Advisor for Member/client sales and service. The ideal candidate will possess a college diploma and have experience in customer service. Key responsibilities include developing client relationships, analyzing client needs, and selling specialized products to enhance client satisfaction. The firm offers competitive salary, bonuses, flexible vacation, and other benefits based on eligibility. Knowledge of French is essential for this role.

Qualifications

  • Minimum of one year of relevant experience.
  • Knowledge of French is required.
  • Other combinations of qualifications and relevant experience may be considered.

Responsibilities

  • Establish advisory relationships and advise clients on specialized products.
  • Review client needs and analyze data.
  • Assist members and clients by proposing personalized solutions.
  • Identify operational risks and opportunities for improvement.
  • Stay updated on latest standards and products in the field.

Skills

Customer Focus
Action oriented
Interpersonal Savvy
Nimble learning

Education

College diploma in a related field

Job description

A major financial institution in Montreal West is seeking a part-time Advisor for Member/client sales and service. The ideal candidate will possess a college diploma and have experience in customer service. Key responsibilities include developing client relationships, analyzing client needs, and selling specialized products to enhance client satisfaction. The firm offers competitive salary, bonuses, flexible vacation, and other benefits based on eligibility. Knowledge of French is essential for this role.
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