Advisor, Business

DesjardinsMontreal, QC

About The Position

As a Business Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs. 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
  • 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

Nice To Haves

  • Other combinations of qualifications and relevant experience may be considered
  • Action oriented
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning
  • Situational adaptability

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
  • Develop solutions tailored to client needs, negotiate terms, and prepare integrated service offers
  • Help achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and risk
  • 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
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