Business Advisor

🔥 15 minutes 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

Founded 1900

🏦 Banking

🛡️ Insurance

đź’¸ 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.

đź“‹ Description

• Establish an advisory relationship by identifying current and potential needs and supporting client retention • Assist members and clients who have specialized needs and advise them on specialized products and services • Discuss organizational realities with external professionals • Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms • Help achieve business development objectives by prospecting for, identifying and developing new business opportunities • Balance member/client satisfaction, profitability and risk • Stay on top of the latest standards, products and services in the field • Provide customer service and help sell specialized products and services through multiple distribution channels • Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers

🎯 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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