Advisor, Member - Client Sales and Service

🔥 49 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🤑 Sales

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1900

🏦 Banking

🛡️ Insurance

💸 Finance

Banking • Insurance • Finance

Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.

📋 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 • Review client needs and compile and analyze data • Handle requests and follow up as needed • Assist members and clients, listen to their needs and propose personalized solutions • Help identify the unit’s operational risks and opportunities for improvement • Stay on top of the latest standards, products and services in the field • Solicit, develop and maintain business relationships with members and clients • Sell specialized products and services through multiple distribution channels based on member/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 • 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

🏖️ 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