As a member/client service advisor – sales, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing specific information requests about specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. You provide advisory services on standards, policies, practices and processes. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to : Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services. Review requests, research solutions and make recommendations Identify trends, weaknesses and opportunities. Make recommendations Assist members and clients, listen to their needs and propose personalized solutions Help identify your unit’s operational risks and opportunities for improvement 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 Benefits apply based on eligibility criteria. What you bring to the table General 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 Trade Union (If applicable) FCDQ-MTL-SEPB 575 Caisse Centrale (00009) (2013-04-16 - ) 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 2025-06-11 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!
