Advisor, Large- and Medium-Sized Businesses

October 23, 2020

(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-09As a business advisor, you help serve and develop and maintain business relationships with members and clients. You help sell business products and services based on member/client needs and current strategies and practices.You develop and maintain business relationships with important clients. You drive results by advising clients on how to implement and use products and services. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of your line of business.You advise and assist current and potential members and clients. You help negotiate agreements with practitioners. Interpersonal savvy is therefore essential.

More specifically, you assist account managers and businesses in integrating banking products and services. You're responsible for coordinating a detailed integration plan with the company, the account manager and internal and external partners. You ensure that deadlines are met and find solutions to complex problems by assuming your advisory role to the fullest. You also coordinate requests for proposals and help manage client portfolios in the major account, large business and public company sectors.

Other working conditions

  • Temporary work : scheduled to end on : November 23, 2021
  • Number of job available : 1


  • Bachelor's degree in a related field
  • A minimum of four years of a relevant experience
  • Experience with business clients

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

  • General knowledge of the regulatory requirements applicable to businesses
  • Familiarity with banking products, services and solutions, as well as payment solutions
  • Proficient speaker, advanced knowledge of English.

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy, Nimble learning

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert