Advisor, Member/client sales and service

This posting is intended primarily for unionized employees covered by the accreditation of TUAC

As a member/client service advisor – sales, you help maintain business relationships with members and clients. You help manage, monitor and resolve distressed loans and bad debt of particular or unusual type. You negotiate with practitioners up to your discretionary limit in accordance with current practices. You carry out the necessary steps with the customers to recover the amounts due and minimize the losses. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Evaluate and analyze the risks relating to certain types of special or unusual cases. Propose and implement solutions to minimize the risk of loss
• Communicates with clients and suggests repayment methods in order to resolve the situation
• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Collect, compile and analyze data. Prepare reports and recommendations
• Help identify your unit’s operational risks and opportunities for improvement

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

* Benefits apply based on eligibility criteria

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
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

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

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-2