Business Advisor

🔥 0 minutes ago

🗣️🇫🇷 French Required

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Desjardins

10,000+ employees

🛡️ Insurance

🏦 Banking

đź’¸ Finance

Insurance • Banking • Finance

Desjardins is a large Canadian financial cooperative and group of caisses offering retail and commercial banking, insurance, wealth management, investment and brokerage services, and a range of financial products and digital banking platforms across Canada and in the U.S.

đź“‹ Description

• Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products and services and ensure member/client satisfaction • Develop solutions tailored to client needs, negotiate terms, and prepare integrated service offers • Help achieve business development objectives by prospecting for, identifying and developing new business opportunities while balancing member/client satisfaction, profitability and risk • Stay on top of the latest standards, products and services in the field • Serve, prospect for, solicit, and develop and maintain business relationships with members and clients • Review client requests and promote and sell specialized products and services that meet client needs • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

🎯 Requirements

• College diploma in a related field • A minimum of one year of relevant experience • Other combinations of qualifications and relevant experience may be considered • Knowledge of French is required • Available to work Monday to Friday between 8:00 am and 8:00 pm as well as Saturday and Sunday between 8:30 am and 4:30 pm

🏖️ Benefits

• 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

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