As a personal 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 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 who have 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 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 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
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
Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Ambiguity, Communicates effectively, Complexity, Interpersonal Savvy, Plans and aligns, Situational adaptability, Strategic mindset
LI-Hybrid
Trade Union
Non-unionized