Advisor, Business at Desjardins
Montreal, Quebec, Canada -
Full Time


Start Date

Immediate

Expiry Date

29 Mar, 26

Salary

0.0

Posted On

29 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Advisory Relationship, Client Retention, Customer Satisfaction, Business Development, Negotiation, Interpersonal Savvy, Nimble Learning, Situational Adaptability

Industry

Banking

Description
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 2026-01-12 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.
Responsibilities
As an Advisor, you will establish and maintain business relationships with members and clients, ensuring satisfaction and service quality. You will also advise on specialized products and services while driving business development objectives.
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