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    DE

    Desjardins

    Financial Services

    Advisor, Member/client sales and service

    450, boul. de Maisonneuve, Montréal, CanadaFull-timePosted 1w ago
    All Desjardins jobs

    Job description

    As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. 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
    • Review client needs and compile and analyze data. Handle requests and follow up as needed
    • Assist members and clients, listen to their needs and propose personalized solutions
    • Help identify your unit’s operational risks and opportunities for improvement
    • 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

    * Benefits apply based on eligibility criteria.

    What you bring to the table

    • College diploma in a related field
    • A minimum of one year 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

    2026-09-29

    Job details are sourced from the employer's original posting.

    Open job posting
    DE

    About the company

    Desjardins

    Desjardins is a financial cooperative group that offers a full range of financial products and services, including banking, insurance, and wealth management. They are committed to the economic and social well-being of their members and communities.

    View all Desjardins jobs
    Industry
    Financial Services
    Open roles
    402

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