Personal Finance and Business Development Advisor
Desjardins
Brossard, QC
5d ago

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!

Job Level

NV-06As a personal Finance and Business development advisor, you help 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 help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs.

You ensure member / client satisfaction and service quality in accordance with the organization’s standards and procedures.

Interpersonal savvy is therefore essential.

General Information on the Position

Main Responsibilities

Establish an advisory relationship by identifying current and potential needs and supporting client retention

Advise members and clients on products, services and solutions and ensure their satisfaction

Analyze and meet client needs, handle requests and follow up as needed

Collect, compile and analyze data. Prepare reports and recommendations

Stay on top of the latest standards, products and services in your field.

Other working conditions

The work arrangement for the position is full-time on-site work #LI-Onsite

Number of jobs available : 1

Qualifications

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

For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1101 rue Ste-Catherine Ouest Montréal

Job Family

Member / client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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