Strategic Business Advisor for Client Growth

Desjardins; Quebec; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness,:

Job summary

Desjardins is seeking a business advisor in Canada to help serve, prospect for, solicit, and develop and maintain relationships with members and clients with specialized advisory needs. You will provide customer service and help sell Desjardins products across channels to support financial goals.

The role requires a college diploma, at least two years of relevant experience, and fluency in French. Expect comprehensive benefits, pension, and telework support in a flexible, performance-driven

Qualifications

• Two years of relevant experience required.
• College diploma in a related field.
• Knowledge of French is required.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Assist members and clients with specialized needs and advise them on products and services to ensure satisfaction.
• Help clients reach their financial goals by developing personalized solutions and negotiating terms.
• Develop new business opportunities to balance member/client satisfaction, profitability and risk.
• Stay updated on the latest standards, products and services in the field.

Skills

Interpersonal savvy

Customer focus

Drive results

Action oriented

Nimble learning

Education

College diploma in a related field

Job description

Desjardins is seeking a business advisor in Canada to help serve, prospect for, solicit, and develop and maintain relationships with members and clients with specialized advisory needs. You will provide customer service and help sell Desjardins products across channels to support financial goals.

The role requires a college diploma, at least two years of relevant experience, and fluency in French. Expect comprehensive benefits, pension, and telework support in a flexible, performance-driven