Advisor, Business
2 weeks ago
As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices.
You help develop and maintain business relationships with members and clients. You review special requests for specialized products and services. You drive results by developing integrated offers for Desjardins products and services and helping members and clients reach their financial goals. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. Interpersonal savvy is therefore essential.
As a business advisor, at
Desjardins Business-Laval-Laurentides
you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with members and clients. You review special requests for specialized products and services. You drive results by developing integrated offers for Desjardins products and services and helping members and clients reach their financial goals. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- 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.
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
What you bring to the table- College diploma in a related field- A minimum of 3 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required
Drive results, Interpersonal Savvy
LI-Hybrid
Trade Union
Non Syndiqué
At Desjardins, 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.
Job Family
Member/client sales and service (FG)
Unposting Date
2024-04-29
-
Advisor, Business
1 month ago
Montréal, Canada Desjardins Full timeAs a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You...
-
Business Architecture Advisor
1 month ago
Montréal, Canada Alithya Full time**Business Architecture Advisor** **:montreal **Montreal, Quebec, Canada****: Do you want to experience the essence of a large organization in a company with a personal touch? Come and work with us! We are looking for creative, innovative, and collaborative people like you to join our team. At the heart of Alithya’s values is the well-being of our...
-
Business Advisor, IT Procurement
1 month ago
Montréal, Canada Via Rail Canada Full time-Reference Number: 28155_022024 Status: Permanent - Full time Job Category: Finance and Accounting City: MONTREAL Province: Quebec Annual Salary / Hourly Rate: 86 366 - 106 687 Number of positions to be filled: 1 Application Deadline: 2024-03-31 Description: Did you know that VIA Rail is carrying out ambitious projects to modernize its services and...
-
Advisor, Strategy
1 month ago
Montréal, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Business Advisor
1 month ago
Montréal, Canada 0rijin Village Full time0rijin Village is seeking a passionate and dedicated Business Advisor to fill a new full-time, evolving position. We are looking for an individual with integrity and dynamism, possessing a strong sense of initiative. We offer a stimulating environment where teamwork is highly valued. **Job Summary** Under the supervision of the Ecosystem UP Program...
-
Advisor, Employee Communications
4 days ago
Montréal, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Montréal, Canada Createch Full timeCompany Description Createch, a Talan company is a Canadian leader in operational performance improvement, supply chain optimization and in the integration of information technology solutions. Since 1993, we offer services in manufacturing and logistics performance improvement, process reengineering, change management and ERP solution implementation. The...
-
Small Business Advisor
19 hours ago
montréal, Canada Scotiabank Full timeRequisition ID: 199290Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role What you’ll be doing:Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Br
-
Advisor - Market and Business Analysis
5 days ago
Montréal, Canada Cirque du Soleil Full time**Advisor - Market and Business Analysis** - Full-Time Position_ We have a place for individuals with a distinct penchant for ensuring the smooth operation of our shows and events, for conceiving remarkable products, for putting their ingenuity at the service of their team, and for contributing to the enhancement of their expertise and the development of...
-
Advisor
4 days ago
montréal, Canada Financière Sun Life Full timeWhat’s holding you back from building your ow n business? Take control of your life and determine your ow n success. Enjoy financial independence and work life balance.As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensatio
-
Advisor, Business Development and Sales Support
1 month ago
Montréal, Canada Desjardins Full timeAs 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 clients. You drive results by...
-
Advisor, Business Development and Sales Support
1 month ago
Montréal, Canada Desjardins Full timeAt Desjardins, 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...
-
Advisor, Business Development and Sales Support
1 month ago
Montréal, Canada Desjardins Full timeAt Desjardins, 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...
-
Credit Risk Management Advisor
4 weeks ago
Montréal, Canada Desjardins Full timeAt Desjardins, 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...
-
HR Business Advisor, Bilingual
2 days ago
Montréal, QC, Canada ADP Full time €58,428 - €93,380ADP is hiring an experienced Bilingual Human Resources Business Advisor to support our HR Outsourcing business. In this position, you will help our external clients leverage ADP’s exceptional business solutions so they can focus on what matters most to them - growing their business. Human Resources at ADP. Whether it’s partnering with our external...
-
Advisor Trainee, Advisor Development Program
1 month ago
Montréal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) About the role and Prospr: Sun Life is offering a brand new opportunity to focus on the clients and use your expertise to provide them with solutions. As a licensed advisor trainee in this role, you will: (more about this learning opportunity ...) Provide holistic life, health, and...
-
Advisor
4 weeks ago
Montréal, Canada Financière Sun Life Full timeWhat’s holding you back from building your ow n business? Take control of your life and determine your ow n success. Enjoy financial independence and work life balance. As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements....
-
Bilingual Wealth Management Advisor
5 days ago
Montréal, Canada Compunnel Inc. Full timeWe are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...
-
Senior Advisor Capacity Management
4 days ago
montréal, Canada National Bank Full timeAs a Senior Advisor, Capacity Management in the Business Process Performance and Evolution team at National Bank, you’ll work with the Operations Payments and Operations Personal Banking teams by using your expertise to help improve their performance and efficiency.Your roleBe an expert advisor on c
-
Wealth Management Advisor
6 days ago
Montréal, QC, Canada Desjardins Group Full timeWealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R2405041 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...