Advisor, Member/client sales and service
6 days ago
Overview The work arrangement for this position is at the discretion of the successful candidate. Responsibilities Required As a member/client service 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. More specifically, you will be required to: Assist members and clients, listen to their needs and propose personalized solutions Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want Close sales, process transactions and follow up as needed. Ensure member and client satisfaction Seize business opportunities and help increase sales through solicitation. What we offer 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 Benefits apply based on eligibility criteria. Qualifications College diploma in a related field A minimum of one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Available to work 35 hours a week, Monday to Thursday between 8:30 a.m. and 7:00 p.m. and Friday between 8:30 a.m. and 5:00 p.m. Additional information Trade Union (If applicable) At Desjardardins, we believe in equity, diversity and inclusion. We\'re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there\'s something we can do to help make the recruitment process or the job you\'re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Job Family Job Family Member/client sales and service (FG) Unposting Date Unposting Date 2026-01-23 #J-18808-Ljbffr
-
Trois-Rivières, Canada Desjardins Full timeA financial services organization is looking for a member/client service advisor in Trois-Rivières, Canada. The role includes assisting clients and members with needs, providing personalized solutions, and closing sales. Candidates should have a college diploma, at least one year of relevant experience, and knowledge of French. The position offers a...
-
Member & Client Success & Sales Advisor
2 weeks ago
Trois-Rivières, Canada Desjardins Group Full timeA leading financial institution in Trois-Rivières, Canada is seeking a Member/Client Service Advisor to assist and offer solutions tailored to client needs. The ideal candidate will have a college diploma, at least one year of relevant experience, and proficiency in French. Responsibilities include closing sales, processing transactions, and ensuring client...
-
Client Advisor
22 hours ago
Trois-Rivières, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...
-
Client Advisor
9 hours ago
Trois-Rivières, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
-
Client Advisor
9 hours ago
TROIS-RIVIÈRES, Canada Royal Bank of Canada Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
-
Personal Finance Advisor
2 days ago
Trois-Rivières, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...
-
Wealth Management Advisor
1 week ago
Trois-Rivières, Canada Desjardins Full timeAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Agent, Financial Services
22 hours ago
Trois-Rivières, Canada Desjardins Full timeSeveral opportunities are currently available in the Mauricie region. As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically,...
-
Trois-Rivières, Canada Desjardins Group Full timeAs a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...
-
Banking Advisor
23 hours ago
Trois-Rivières, Canada National Bank of Canada Full timeA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: - Greet clients and...