Advisor, Business

3 weeks ago


Laval, Canada Desjardins Full time

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. You will be required to :

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.

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

* Advantages apply based on eligibility criteria.

What you bring to the table

College diploma in a related field

A minimum of two 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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

2024-05-4

  • Laval, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Investment Advisor

    3 weeks ago


    Laval, Canada iA Groupe Financier- Centropolis Laval Full time

    Are you fueled by challenges?Do you want :Become a successful entrepreneur? To be in business? Play a defining role in people's lives? To be recognized for your consulting service? Go ahead, take charge of your professional future!Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support...

  • Legal Advisor

    4 weeks ago


    Laval, Canada Mitsubishi HC Capital Canada Full time

    By joining Mitsubishi HC Capital Canada, you will be part of an exceptional team offering flexible and adaptive commercial Equipment Financing solutions to Canadian businesses. Whether it’s leasing, factoring, inventory finance, or asset-based lending, our teams are dedicated to offer the best service to our customers. In 2021, our company was awarded...

  • Investment Advisor

    2 weeks ago


    Laval, Canada iA Groupe Financier- Centropolis Laval Full time

    Are you fueled by challenges?Do you want :Become a successful entrepreneur?To be in business?Play a defining role in people's lives?To be recognized for your consulting service?Go ahead, take charge of your professional future!Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support you...

  • Banking Advisor

    4 weeks ago


    Laval, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: - Greet clients and...


  • Laval, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Bilingual HR Advisor

    4 weeks ago


    Laval, Canada Kiewit Corporation Full time

    **Requisition ID**:168147 **Job Level**:Mid Level **Home District/Group**: DHO HR Operations **Department**:Human Resources **Market**:Transportation **Employment Type**:Full Time **POSITION OVERVIEW**: - We have a unique opportunity for a dynamic Human Resources Advisor to join our Global HR Service Center. As an HR Advisor, you will be responsible...

  • Investment Advisor

    3 weeks ago


    Laval, QC, H0A, Laval region, Canada iA Groupe Financier- Centropolis Laval Full time

    Are you fueled by challenges?Do you want :Become a successful entrepreneur?To be in business?Play a defining role in people's lives?To be recognized for your consulting service?Go ahead, take charge of your professional future!Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support...


  • Laval, Canada Altasciences Full time

    Your New Company! At Altasciences we all move in unison to assist and work in the discovery, development, and manufacturing of new drug therapies to get them faster to people who need them. No matter your role, we all play an important part and you will have a significant impact on the health and well-being of people across the globe. By living our values of...

  • Marketing Advisor

    7 days ago


    Laval, Canada Metaltech-Omega Full time

    Your creativity enables you to propose concrete solutions. You like to get things done. You are recognized for your writing and interpersonal skills. This position should be of interest to you. **JOB SUMMARY** Reporting to the Marketing Director, the Marketing Advisor is involved in developing marketing strategies and implementing action plans to make...

  • Marketing Advisor

    4 weeks ago


    Laval, Canada Metaltech-Omega Full time

    Your creativity enables you to propose concrete solutions. You like to get things done. You are recognized for your writing and interpersonal skills. This position should be of interest to you. **JOB SUMMARY** Reporting to the Marketing Director, the Marketing Advisor is involved in developing marketing strategies and implementing action plans to make...


  • Laval, 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...


  • Laval, 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...


  • Laval, 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...

  • Tax Advisor

    7 days ago


    Laval, Canada CIMA+ s.e.n.c. Full time

    **Welcome to a place where people are at the heart of everything we do.** Welcome to people with an inspiring vision and who seek stimulating challenges. At CIMA+, you’ll find a place where you’ll have many opportunities to learn and develop while working on engaging projects. We are a firm 100% owned by its employees and we value a collaborative and...


  • Laval, Quebec, Canada RBC - Royal Bank Full time

    Job SummaryJob Description** This is an opportunity for candidates to express their interest in current and future positions for the Laval Region **What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You...


  • Laval, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Help clients use our banking applications and ABMs. Give advice and offer transaction solutions for...


  • Laval, Canada Desjardins Full time

    Job Description: As a data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, storing, and transparently mining data. You assist dedicated clients with various development initiatives that involve scaling data mining solutions and designing platforms adapted to business needs. Your projects and...


  • Laval, Canada Desjardins Full time

    Job Description: As a data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, storing, and transparently mining data. You assist dedicated clients with various development initiatives that involve scaling data mining solutions and designing platforms adapted to business needs. Your projects and initiatives...


  • Laval, Canada Desjardins Full time

    Job Description: As a data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, storing, and transparently mining data. You assist dedicated clients with various development initiatives that involve scaling data mining solutions and designing platforms adapted to business needs. Your projects and initiatives...