Member & Client Sales & Service Advisor

Advisor, Member/client sales and service Advisor, Member/client sales and service role at Desjardins Responsibilities Establish an advisory relationship by identifying current and potential needs and supporting client retention. Review client needs and compile and analyze data. Assist members and clients, listen to their needs and propose personalized...

As a member/client service advisor – sales, 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....

As a member/client service advisor – sales, 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....

A financial services organization located in Lévis, Canada, is seeking a Member/Client Service Advisor for sales. This role involves helping to build and maintain business relationships while providing outstanding customer service and selling specialized products based on client needs. Successful candidates will possess a college diploma and at least one...

As a member/client service advisor – sales, 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....

RequiredAs a member/client experience senior advisor, you help improve the member/client experience and ensure NPS viability within the organization. You lead different stakeholders in projects and through strategic initiatives related to NPS implementation and viability within the organization. You also lead different stakeholders in projects and through...

Advisor, Business Development and Sales Support 1 day ago – Be among the first 25 applicants. Responsibilities As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current...

A leading cooperative financial group in Canada is seeking a specialized financing and banking solutions advisor. This role focuses on building personalized relationships with members while providing expert financial advice and support. Candidates should have a bachelor's degree, a mutual fund representative certificate, and at least two years of relevant...

A leading cooperative financial group in Canada is seeking a specialized financing and banking solutions advisor. This role focuses on building personalized relationships with members while providing expert financial advice and support. Candidates should have a bachelor's degree, a mutual fund representative certificate, and at least two years of relevant...

As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help build and maintain business relationships with members and clients. You drive...