Advisor

Desjardins • Montreal, QC

8d

About The Position

As an Advisor, 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.

Requirements

• College diploma in a related field
• A minimum of one year of relevant experience
• Knowledge of French is required
• Advanced proficiency of English 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
• Communicates effectively
• Complexity
• Customer Focus
• Differences
• Nimble learning
• Situational adaptability
• Tech savvy

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.

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 and telework equipment

What This Job Offers

• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees