Advisor, Business

Desjardins • Toronto, ON

5d • Hybrid

About The Position

As a Business advisor, you help maintain business relationships with members and clients. You handle complex insolvency files to maximize account recovery and minimize bad debt losses. You negotiate with internal and external partners and practitioners up to your discretionary limit in accordance with current practices. You help maintain business relationships with your clients. You drive results by analyzing delinquent accounts, trying to identify businesses at risk of financial difficulty and preventing potential bad debt losses. You perform moderately complex technical tasks involving data validation and management. You balance sound and prudent risk management, profitability and member/client satisfaction.You analyze businesses’ financial positions and help develop and implement personalized solutions. You advise and assist members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential.

Requirements

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)

Responsibilities

• Identify and implement intervention measures to maximize the recovery of overdue accounts and minimize bad debt losses.
• Set goals and advise members and clients on the best solutions and strategies.
• Conduct comprehensive analysis of businesses’ financial positions using relevant documents and tools.
• Identify recovery options
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level