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Advisor, Member/Client Sales and Service

🔥 12 hours ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🤑 Sales

🗣️🇫🇷 French Required

Where this job comes from

Posted on Desjardins's careers page, not through a job board

First seen by Remote Rocketship 12 hours ago

Still open on Desjardins's site. Checked 1 hour ago.

Logo of Desjardins

Desjardins

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

• Solicit, develop, and maintain business relationships with members and clients • Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs • Establish advisory relationships 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 • Listen to members’ and clients’ needs and propose personalized solutions • Help identify operational risks and opportunities for improvement • Stay current on the latest standards, products, and services in the field

🎯 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

🏖️ 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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