Advisor

September 07, 2021

(Work place: Trois-Rivières, Montréal, Granby)

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.

Job Level

NV-05As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs.You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. 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 members and clients on specialized products and services and ensure member/client satisfaction

  • Review client needs and compile and analyze data. Handle requests and follow up as needed

  • Assist members and clients, listen to their needs and propose personalized solutions

  • Help identify your unit’s operational risks and opportunities for improvement

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

Other working conditions

  • Number of jobs available : 5

Qualifications

  • College diploma in a related field

  • A minimum of one year 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

Specific knowledge

  • Proficient speaker, advanced knowledge of English

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

4141 rue Pierre de Coubertin, Montréal

Trade Union

Non Syndiqué

Unposting Date

2021-09-2

Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert