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Advisor, Member/client sales and service

Role overview

Summary

This role focuses on maintaining and enhancing business relationships with members and clients at Desjardins. You will manage distressed loans, negotiate agreements, and support client retention while identifying operational risks and opportunities for improvement.

Qualifications

  • College diploma in a related field.
  • A minimum of one year of relevant experience.
  • Knowledge of French is required.
  • Intermediate advanced proficiency of English.
  • Preferred: Action oriented, Customer Focus, Interpersonal Savvy, Nimble learning.

Responsibilities

  • Maintain business relationships with members and clients.
  • Manage, monitor and resolve distressed loans and bad debt.
  • Negotiate with practitioners in accordance with current practices.
  • Collect, compile and analyze data to prepare reports and recommendations.

Key facts

Hard skills

Other skills

  • Negotiation
  • Sales
  • Report Writing
  • Communication
  • Social Skills
  • Action Oriented
  • Quick Learning

About the company

Desjardins logo

Desjardins

  • Banking
  • XLarge
  • 10,001+
Desjardins Group is the leading cooperative financial group in Canada and the fifth largest cooperative financial group in the world with assets of $227 billion. It has been rated one of Canada’s top 100 employers by Mediacorp Canada. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. The group has one of the highest capital ratios and credit ratings in the industry. It is considered as the fourth safest and strongest bank in North America according to Global Finance magazine and the first according to Bloomberg News.

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Job description

Temporary position for 12 months.


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. 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:

  • Limit costs and financial losses.

  • 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 one year of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

  • Intermediate 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, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-15

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