At a Glance
- Tasks: Help clients achieve financial goals and develop tailored solutions.
- Company: Join Desjardins, a leader in equity, diversity, and inclusion.
- Benefits: Enjoy competitive salary, flexible vacation, and health reimbursements.
- Other info: Dynamic workplace with a commitment to accessibility and diversity.
- Why this job: Make a real impact by building meaningful client relationships.
- Qualifications: College diploma and two years of relevant experience required.
The predicted salary is between 62100 - 75900 $ per year.
As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with members and clients. You review special requests for specialized products and services. You drive results by developing integrated offers for Desjardins products and services and helping members and clients reach their financial goals. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. Interpersonal savvy is therefore essential.
More specifically, you will be required to:
- 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 to ensure their satisfaction.
- 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 to balance member/client satisfaction, profitability and risk.
- Stay on top of the latest standards, products and services in your field.
What we offer:
- 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.
What you bring to the table:
- College diploma in a related field.
- A minimum of two years of relevant experience.
- Please note that other combinations of qualifications and relevant experience may be considered.
- Knowledge of French is required.
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability.
Equity, Diversity, Inclusion and Accessibility: At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Advisor, Business in Drummondville employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
