Advisor

As an Advisor, 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:

• Receives and handles client requests, according to the timeframe and established productivity and quality standards; ensures client satisfaction.

• Establishes an advisory relationship with clients by identifying current or potential needs and encouraging client retention, where applicable.

• Helps identify operational risks and finds ways to continuously improve activities within the unit.

• Processes more complex or specific requests. Prepares files and submits recommendations for cases beyond his or her scope.

• Respond to the needs of the clientele, act on business opportunities and steer clients towards other services or subsidiaries.

• Analyzes, validates and authorizes requests for available investment, financing or insurance products and services that fall within the authorized discretionary limit.

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

* Advantages 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

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

• Knowledge of French is required

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

• Available to work Monday to Friday between 8:00 am and 8:00 pm and Saturday between 9:00 am and 5:00 pm

Trade Union (If applicable)

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!

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