Advisor, Business - Montréal, Canada - Desjardins
Description
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.
As a business advisor, at
Desjardins Business-Laval-Laurentides
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
- Advise members and clients on specialized products and services and ensure member/client satisfaction
- Develop solutions tailored to client needs, negotiate terms, and prepare integrated service offers
- 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 you bring to the table- College diploma in a related field- A minimum of 3 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required
Drive results, Interpersonal Savvy
LI-Hybrid
Trade Union
Non Syndiqué
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.Job Family
Member/client sales and service (FG)
Unposting Date
More jobs from Desjardins
-
Member and Client Experience Advisory Agent
Quebec City, Canada - 3 weeks ago
-
Responsable de Produits
Montréal, Canada - 1 day ago
-
Conseiller(ère) Principal(E)
Montréal, Canada - 1 week ago
-
Analyste-conseil - Epargne Retraite Collective
Montréal, Canada - 2 weeks ago
-
Data Scientist
Montréal, Canada - 1 week ago
-
Conseiller(ère) Principal(E)
Montréal, Canada - 3 weeks ago