Advisor, Business - Quebec
4 days ago
Job summary
As a business advisor you help serve prospect for solicit and develop maintain business relationships with members clients who have specialized advisory needs provide customer service help sell specialized products services multiple distribution channels based member client needs current strategies practices review special requests specialized products services drive results developing integrated offers Desjardins products services helping members clients reach financial goals ensure member client satisfaction service quality organization standards procedures analyze member client needs develop implement personalized solutions propose integrated service offers.
- Establish advisory relationship identifying current potential needs supporting client retention
- Assist members clients specialized needs advising on specialized products services ensuring satisfaction discussing organizational realities external professionals
- Help clients reach financial goals develop solutions tailored needs negotiating terms
Job description
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