Advisor - Banking Services

2 weeks ago

Montréal, Canada Desjardins Full time

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 Level

NV-05

As a banking services advisor, you are responsible for providing superior quality and personalized service by offering tailored guidance to high-net-worth clients. To that end, you collaborate with the private banker to identify and satisfy the day-to-day banking services needs of members and clients.

You work closely with the private bankers, assisting them in an efficient manner and participating in the business development efforts as well as in the activities to strengthen relationships with current and future members and clients.

More specifically, you maintain close relationships with the members and clients by becoming the contact person for precise information on their daily banking management matters or for the execution of day-to-day financial operations.

You ensure that all members and clients have an exceptional experience by establishing a harmonious relationship and by meeting their needs in a timely and accurate manner.

You create offers for routine financial operations and for sales support that meet the needs and high expectations of high-net-worth clients by training and equipping them to interact with Desjardins through the service method of their choice such as the various tools and alternative channels that foster their autonomy as well as automation.

You play a hands-on role supporting the private banker by performing the transactional or operational tasks involved in the private financial services offering.

General Information on the Position

Main responsibilities- Offer a superior quality service and member/client experience to a clientele with complex needs and high expectations- Be attentive to members' and clients' needs, propose a solution that meets their needs and requirements, and ensure that operations are carried out quickly and efficiently- Take advantage of business opportunities, proactively determine the needs of members and clients, and provide advice to reinforce the loyalty to Desjardins- Collaborate with the private banker in managing member/client files: opening accounts, organizing meetings, following up requests of clients and members- Ensure that all operations related to client accounts are carried out- Proactively train and equip high-net-worth members and clients with regard to digital solutions to allow them to interact with Desjardins according to the service methods of their choice- Gain and cultivate a thorough knowledge and understanding of Desjardins products and services as well as of competitor offerings- Handle information requests as well as client concerns and complaints by ensuring that they are resolved or referring them to the appropriate parties- Collaborate in the business development strategy (prospecting)- Manage the private banker's agenda and meetings.

Other working conditions- Workplace : Position located in Montreal or Quebec, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- General college diploma in a related field- A minimum of one year of relevant experience in financial services

Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Mastery of the Microsoft Office suite at expert level

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Ambiguity, Communicates effectively, Decision quality, Drive results, Interpersonal Savvy

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date

2023-02-26

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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