Advisor, Member - client sales and service

July 16, 2019

(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-05As Customer Service Advisor, you will help develop and maintain business relationships with members and clients and partners. You will provide customer service.You will provide support in developing and maintaining business relationships with members, clients and partners in your area of expertise. You will drive results by reviewing information requests for specialized products and services based on client needs and your unit’s business objectives and strategies.You will ensure member/client and partner satisfaction and service quality in accordance with the organization’s standards and procedures. As such, you will need highly developed interpersonal skills.Do you love helping people? Would you like to make a real difference in the lives of our members, clients and partners? Now’s your chance to do what you’ve always wanted—join Simon Atik’s team at the Client Contact Centre! You will be part of a dynamic group working in a frequently changing IT environment where members, clients and partners are central to our operations. It’s our goal to become everyone’s #1 choice!

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

  • Schedule (Details) : from Monday to Friday, beetwen 8am to 7pm
  • Temporary work : scheduled to end on : August 30, 2020
  • Number of jobs available : 6


  • College diploma in a related field
  • A minimum of one year of relevant customer service experience
  • Experience in the life insurance field (an asset)

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

  • LOMA certification (an asset)
  • 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

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

Complexe Desjardins Montréal

Trade Union


Unposting Date


Job Family

Member/client sales and service (FG)

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