Business Advisor

🔥 18 hours ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

đź‘» Ghost score 10%

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🗣️🇫🇷 French Required

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Logo of Desjardins

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 • Assist members and clients with specialized needs and advise them on specialized products and services • Discuss organizational realities with external professionals • Help clients reach their financial goals, develop tailored solutions, and negotiate terms • Prospect for, identify, and develop new business opportunities • Balance member/client satisfaction, profitability, and risk • Stay current on standards, products, and services in the field • Develop integrated offers for Desjardins products and services • Ensure member/client satisfaction and service quality according to organizational standards and procedures

🎯 Requirements

• College diploma in a related field • A minimum of two years of relevant experience • Other combinations of qualifications and relevant experience may be considered • Knowledge of French is required • Action oriented • Customer Focus • Drive results • Interpersonal Savvy • Nimble learning • Situational adaptability

🏖️ 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

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