Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
Business Development and Sales Support Advisor - Desjardins (Montreal Hybrid)
Desjardins is seeking a business development and sales support advisor to strengthen client relationships, support sales, and deliver tailored financial solutions. This full-time hybrid role serves members and clients through multiple distribution channels.
Description
- Build advisory relationships by identifying present and future needs and contributing to client retention
- Guide partners, practitioners, members, and clients toward suitable products, services, and solutions while maintaining satisfaction
- Assess highly technical and complex client needs, manage requests, and provide appropriate follow-up
- Gather, organize, and interpret relevant data
- Produce reports and actionable recommendations
- Keep current with applicable standards, products, and services in the field
- Support the servicing and continued development of member and client relationships
- Promote and sell products and services through multiple distribution channels in line with member and client needs and current strategies
- Establish and sustain productive business relationships with clients
- Evaluate complex requests and support the promotion and sale of products and services aligned with client needs and business goals
- Balance sales targets with prudent risk management, profitability, and member and client satisfaction
- Create and put into practice personalized solutions
Requirements
- Bachelor’s degree in a related discipline
- At least two years of relevant professional experience
- Equivalent combinations of relevant qualifications and experience may also be considered
- French-language proficiency is required
- Advanced English proficiency is required because of the duties, work tools, or interactions with English-speaking partners, members, and clients
- Demonstrates business insight
- Works effectively with others
- Maintains a strong customer focus
- Values and supports differences
- Delivers results
- Uses interpersonal judgment effectively
- Learns and adapts quickly
Benefits
- Competitive compensation with an annual bonus
- Four weeks of flexible vacation from the first year
- Defined-benefit pension plan offering predictable and stable retirement income
- Group insurance coverage, including telemedicine
- Reimbursement for health and wellness costs and telework equipment