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Advisor, Business

Role overview

Summary

This role focuses on serving and developing business relationships with members and clients at Desjardins. You will advise clients on implementing products and services while balancing sales objectives and client satisfaction.

Qualifications

  • Bachelor's degree in a related field.
  • A minimum of four years of relevant experience.
  • Knowledge of French.
  • Advanced proficiency in English.
  • Preferred: Interpersonal savvy.

Responsibilities

  • Develop and maintain business relationships with members and clients.
  • Analyze member/client needs and implement personalized solutions.
  • Prepare reports and recommendations based on collected data.
  • Monitor industry trends and best practices.

Key facts

  • Remote from: Anywhere
  • Full time
  • Mid-level (2-5 years)
  • English, French

Hard skills

Other skills

  • Sales
  • Negotiation
  • Strategic Planning
  • Communication
  • Social Skills
  • Adaptability
  • Action Oriented

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

As a business advisor, you help serve and develop and maintain business relationships with members and clients. You help sell business products and services based on member/client needs and current strategies and practices. You develop and maintain business relationships with important clients. You drive results by advising clients on how to implement and use products and services. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You help negotiate agreements with practitioners. Interpersonal savvy is therefore essential. More specifically, you will be required to :

  • Set goals and advise members and clients on the best solutions and strategies. Help clients develop, carry out, implement and follow up on initiatives
  • Collect, compile and analyze data. Prepare reports and recommendations
  • Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Monitor the industry to stay on top of the latest trends, opportunities and best practices 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

* Benefits apply based on eligibility criteria.


What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of four 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, Situational adaptability


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

2026-11-20

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