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Business Advisor

🔥 1 hour ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🗣️🇫🇷 French Required

Where this job comes from

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

First seen by Remote Rocketship 1 hour ago

Still open on Desjardins's site. Checked 39 minutes 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

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients with specialized advisory needs • Provide customer service and help sell specialized products and services through multiple distribution channels • Review special requests for specialized products and services • Develop integrated offers for Desjardins products and services • Ensure member/client satisfaction and service quality according to organizational standards and procedures • Analyze member/client needs and implement personalized solutions and integrated service offers • Establish advisory relationships by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products and services • Discuss organizational realities with external professionals • Help clients reach financial goals, develop tailored solutions, and negotiate terms • Prospect for, identify, and develop new business opportunities while balancing satisfaction, profitability, and risk • Stay current on standards, products, and services in the field

🎯 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

🏖️ 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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