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Advisor, Member/client sales and service - Jobs in Montréal, QC

Desjardins
Job LocationMontréal, QC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

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.Job LevelNV-06As 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.General Information on the PositionMain responsabilities

  • 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.
Other working conditions
  • Work place : Place of business Montreal, Trois-Rivières or Granby according to the preference of the selected candidate. The work mode applicable to the position is the hybrid mode. #LI-Hybrid
  • Number of jobs available: 15
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 Quebec, please note that knowledge of French is required
Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobDrive results, Interpersonal Savvy, Resilient, Tech savvyWork Location4141 rue Pierre de Coubertin, MontréalTrade UnionNon SyndiquéUnposting Date2022-06-3Job FamilyMember/client sales and service (FG)Quick Apply
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