Advisor - Business

2 weeks ago

Welland, 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-06

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.

General Information on the Position

Main Responsibilities- Establish an advisory relationship by identifying current and potential needs and supporting client retention- Assist members and clients who have specialized needs and advise them on specialized products and services to ensure their satisfaction. Discuss organizational realities with external professionals- Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms- 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.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Travel : 5 to 10% of the time- Number of jobs available : 1

**Qualifications**:
- College diploma 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- For vacant positions available in Ontario please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Interpersonal Savvy

Work Location

13470, rue Tecumseh Est St-Clair Shopping Center Tecumseh (MT)

Trade Union

Non Syndiqué

Unposting Date

2023-05-18

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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