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Advisor, Business Development and Sales Support
3 weeks ago
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 clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Interpersonal savvy is therefore essential. Your work and initiatives require extensive knowledge of your line of business. You will be required to:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention- Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction- Analyze and meet very technically complex client needs, handle requests and follow up as needed- Collect, compile and analyze data. Prepare reports and recommendations- 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- Bachelor's degree in a related field- A minimum of 2 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- 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
2024-05-3
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