Advisor, Business
3 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. 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
*
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 SyndiquéAt 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-
Senior Advisor, Business strategies
1 week ago
Montreal, Canada Desjardins Full timeAs a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver business strategies and solutions aligned with the business architecture of various initiatives, including the organizational transformation...
-
Senior Advisor, Business strategies
7 hours ago
Montreal, Canada Desjardins Full timeAs a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver business strategies and solutions aligned with the business architecture of various initiatives, including the organizational transformation...
-
Business Development Advisor
3 weeks ago
Montreal, Canada SOQUIJ Full timeFor you, is trust the cornerstone of a good business relationship?SOQUIJ is hiring a partnership expert to create business opportunities. Your talent can thrive with us.Being a Business Development Advisor at SOQUIJ means...Developing a portfolio of business partners and potential clients;Fostering existing client relationships;Rigorously monitoring clients,...
-
Senior Advisor, Business strategies
24 hours ago
Montreal, Canada Desjardins Full timeAs a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver business strategies and solutions aligned with the business architecture of various initiatives, including the organizational transformation...
-
Business Analyst
2 days ago
Montreal, Canada CTC Ing. Full timeCTC007581 - Business Analyst - Senior Cybersecurity Advisor IAMIndustry Sector: Bancaire/BankingJob Type: ContractDuration: One yearWork Mode: MixedDescriptionBilingualism: Mandatory (French and English)Flexible hourly rateRemote work: Hybrid (1-2 days / week in montreal office)Senior Cybersecurity Advisor IAMMake a positive impact on the organization by...
-
Business Analyst
3 days ago
Montreal, Canada CTC Ing. Full timeCTC007581 - Business Analyst - Senior Cybersecurity Advisor IAMIndustry Sector: Bancaire/BankingJob Type: ContractDuration: One yearWork Mode: MixedDescriptionBilingualism: Mandatory (French and English)Flexible hourly rateRemote work: Hybrid (1-2 days / week in montreal office)Senior Cybersecurity Advisor IAMMake a positive impact on the organization by...
-
Business Analyst
2 days ago
Montreal, Canada CTC Ing. Full timeCTC007581 - Business Analyst - Senior Cybersecurity Advisor IAMIndustry Sector: Bancaire/BankingJob Type: ContractDuration: One yearWork Mode: MixedDescriptionBilingualism: Mandatory (French and English)Flexible hourly rateRemote work: Hybrid (1-2 days / week in montreal office)Senior Cybersecurity Advisor IAMMake a positive impact on the organization by...
-
Investment Advisor Onboarding Specialist
2 days ago
Montreal, Canada Incubation Systems Private Limited Full time_*We are hiring for our client, a leading Financial and Insurance service provider.*_ _*Contract - *__6 months with possible extension_ _*Location: *__Oakville ON / Montreal QC_ _*Job Type: *__Hybrid (3 days from office)_ *Job Summary:* The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory...
-
Senior Advisor, IT architecture
2 weeks ago
Montreal, Canada Desjardins Group Full timeSenior Advisor, IT architecture page is loaded Senior Advisor, IT architecture Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted Yesterday job requisition id R2403820 As a senior advisor, IT architecture, you actively monitor...
-
Senior Advisor, IT architecture
2 weeks ago
Montreal, Canada Desjardins Group Full timeSenior Advisor, IT architecture page is loaded Senior Advisor, IT architecture Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted Yesterday job requisition id R2403820 As a senior advisor, IT architecture, you actively monitor...
-
Senior Advisor, IT architecture
2 weeks ago
Montreal, Canada Desjardins Group Full timeSenior Advisor, IT architecture page is loaded Senior Advisor, IT architecture Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted Yesterday job requisition id R2403820 As a senior advisor, IT architecture, you actively monitor...
-
Advisor Trainee, Advisor Development Program
2 weeks ago
Montreal, 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 wealth solutions...
-
Legal advisor
3 weeks ago
Montreal, Canada Administration portuaire de Montréal Full timeThe person reports to the Director, Contracts and Legal Affairs and collaborates with her on all matters relating to current, administrative and corporate affairs having a legal impact within the framework of the operations of the Montreal Port Authority (“MPA”). In the immediate future, the legal advisor will primarily provide support for the...
-
Legal advisor
3 weeks ago
Montreal, Canada Administration portuaire de Montréal Full timeThe person reports to the Director, Contracts and Legal Affairs and collaborates with her on all matters relating to current, administrative and corporate affairs having a legal impact within the framework of the operations of the Montreal Port Authority (“MPA”). In the immediate future, the legal advisor will primarily provide support for the...
-
Advisor
2 weeks ago
Montreal, 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....
-
ScotiaHelps Advisor
5 hours ago
Montreal, Canada Scotiabank Full timePurpose Preventative, Pre-Del and Over Limit Portfolio. This team prevents roll rates, helps supports clients in staying on track and to avoid entering FE collections. Utilizing CAT's and negotiations strategies to pre-emptively offer solutions on accounts for clients who are experiencing hardship. Advisors will be speaking with clients, going into...
-
Advisor
2 weeks ago
Montreal, 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....
-
Advisor
2 weeks ago
Montreal, 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....
-
Legal advisor
3 weeks ago
Montreal, Canada Administration portuaire de Montréal Full timeThe person reports to the Director, Contracts and Legal Affairs and collaborates with her on all matters relating to current, administrative and corporate affairs having a legal impact within the framework of the operations of the Montreal Port Authority (“MPA”). In the immediate future, the legal advisor will primarily provide support for the...
-
Advisor Trainee, Advisor Development Program
2 weeks ago
Montreal, 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 wealth...