As a Financial Education Advisor, Business development and sales support, you help serve and maintain business relationships with members and clients. You help sell 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 important clients. You drive results by promoting and selling products and services in accordance with 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 with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist practitioners and current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
• Collect, compile and analyze data. Prepare reports and recommendations
• Oversee portfolios. 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.

Please refer the Job description for details