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. More specifically, you will be required to :
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Assist members and clients who have specialized needs and advise them on specialized products and services to ensure their satisfaction.
Discuss organizational realities with external professionals
Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
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
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Drive results, Interpersonal Savvy
LI-Hybrid
Trade Union
Non-unionized
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