Advisor, Business

 Posted 7 days ago
  
 Canada
  
0-2 years experience
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AI Summary

The Advisor is responsible for prospecting, soliciting, and maintaining business relationships with members and clients. They provide tailored financial solutions and promote specialized products to drive results and ensure client satisfaction.

As an Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to :

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention

  • Advise members and clients on specialized products and services and ensure member/client satisfaction

  • Develop solutions tailored to client needs, negotiate terms, and prepare integrated service offers

  • Help achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and risk

  • Stay on top of the latest standards, products and services in your field.

What we offer*

  • 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

Advantages apply based on eligibility criteria.

What you bring to the table

  • College diploma in a related field

  • A minimum of 1 year of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

  • Available to work Monday to Friday between 8:00 am and 8:00 pm as well as Saturday and Sunday between 8:30 am and 4:30 pm

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Situational adaptability

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-06-3

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