Job Description

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!

Job Level NV-06

As a sales and business development support Advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices.

You help build and maintain business relationships with members and clients. You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit's business objectives and strategies.

You help analyze member/client needs and develop and implement personalized solutions. You ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. Interpersonal savvy is therefore essential.

General Information on the Position

Main responsibilities

Establish an advisory relationship by identifying current and potential needs and supporting client retention.

Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction.

Analyze and meet special client needs, handle requests and follow up as needed.

Collect, compile and analyze data. Prepare reports and recommendations.

Stay on top of the latest standards, products and services in your field.

Other working conditions

Workplace : Position located in Haut-Richelieu or Yamaska, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid

Number of jobs available : 1

Qualifications

General college diploma in a related field

A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Collaborates, Drive results, Innovation, Interpersonal Savvy

Work Location Desjardins Entreprises - Haut-Richelieu-Yamaska

Trade Union Non Syndique

Unposting Date 2022-10-3

Job Family Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.