Advisor, Business

As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. 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 actively help develop and maintain business relationships with your clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies.

You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients.

You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential.

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Process client requests for information and solve complex problems
• Follow up with practitioners as needed
• Identify problems and recommend solutions
• Collect, compile and analyze data
• Prepare reports and recommendations
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria.

• College diploma in a related field
• A minimum of one year of relevant experience (other combinations may be considered)
• Knowledge of French is required

• Action oriented
• Customer Focus
• Drive results
• Interpersonal Savvy
• Nimble learning

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.