Advisor - Business development and sales support (Montréal)

September 07, 2021

(Work place: Montréal)

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-06As 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

  • Number of job available : 1

Qualifications

  • College diploma
  • A minimum of two year of relevant experience

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

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

Specific knowledge

Strong communication skills in both French and English, both oral and written

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

150, rue des Commandeurs Lévis

Trade Union

Unposting Date

2021-09-20

Job Family

Member/client sales and service (FG)

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