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A leading financial services organization in Montreal seeks a Senior Business Advisor to develop business relationships and drive profitability. Candidates should have a Bachelor's degree and a minimum of eight years of relevant experience. This role involves evaluating business opportunities, advising clients, and ensuring satisfaction. Competitive salary, flexible vacation, and benefits included. Knowledge of French is essential for Quebec positions. Remote work options available.
As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices. You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs. You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision‑making bodies. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms. More specifically, you will be required to:
*Benefits apply based on eligibility criteria.
#LI-Hybrid
Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset.
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!
Member/client sales and service (FG)
2026-01-9
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.