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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.
Desjardins Business Development and Sales Support Advisor (Hybrid)
Support Desjardins member and client relationships through business development, sales assistance, and tailored financial solutions. Hybrid position serving Montréal or Lévis and Eastern Quebec.
Description
- Build advisory relationships by identifying current and future needs and supporting client retention
- Guide partners, practitioners, members, and clients on relevant products, services, and solutions while maintaining satisfaction
- Assess complex client needs, manage requests, and provide appropriate follow-up
- Gather, organize, and interpret data
- Develop reports and actionable recommendations
- Keep current with industry standards, products, and services
- Support the management and retention of member and client relationships
- Assist with product and service sales across multiple distribution channels, aligned with client needs and established strategies
- Develop and sustain strong business relationships with members and clients
- Assess complex requests and support the promotion and sale of products and services in line with client needs and business goals
- Maintain service quality and member or client satisfaction according to organizational policies and procedures
- Evaluate member and client needs and assist in creating and delivering personalized solutions
Requirements
- Bachelor’s degree in a relevant discipline
- At least one year of related experience
- Equivalent combinations of relevant qualifications and experience may be accepted
- Fluency in French is required
- Willingness to travel throughout Eastern Quebec
- Valid driver’s license and access to a vehicle
- Takes initiative and acts decisively
- Prioritizes customer needs
- Values and supports differences
- Consistently pursues results
- Builds effective interpersonal relationships
- Learns quickly and adapts to change
Benefits
- Competitive compensation with an annual bonus
- Four weeks of flexible vacation beginning in the first year
- Defined benefit pension plan offering predictable retirement income
- Group insurance coverage with telemedicine access
- Reimbursement for health and wellness expenses and telework equipment
- Workplace accommodations available during recruitment and employment upon request
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