Advisor, Business

As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with members and clients. You review special requests for specialized products and services. You drive results by developing integrated offers for Desjardins products and services and helping members and clients reach their financial goals. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. Interpersonal savvy is therefore essential. You will be required to :Establish an advisory relationship by identifying current and potential needs and supporting client retentionAssist members and clients who have specialized needs and advise them on specialized products and services to ensure their satisfaction. Discuss organizational realities with external professionalsHelp clients reach their financial goals, develop solutions tailored to their needs, and negotiate termsHelp achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and riskStay on top of the latest standards, products and services in your field.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* Advantages apply based on eligibility criteria.What you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredKnowledge of French is required Drive results, Interpersonal Savvy#LI-HybridTrade UnionNon SyndiquéAt 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!Job FamilyMember/client sales and service (FG)Unposting Date2024-05-4