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Advisor, Business Development and Sales Support
Desjardins. Set goals and advise partners, practitioners, members and clients on the best solutions and strategies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, data analysis, and strategic advising to enhance customer satisfaction and service quality. Proficient in developing personalized solutions and negotiating terms to meet business objectives.
Highest-signal resume keywords
Client Relationship ManagementData AnalysisStrategic AdvisingMutual Fund Representative CertificateFluency in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data CompilationReport PreparationPortfolio OversightCustomer Satisfaction AssessmentSales Strategy DevelopmentNeeds AnalysisSolution ImplementationService Offer PresentationContract Negotiation
Soft Skills
CommunicationProblem-SolvingInterpersonal SkillsAdaptability
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Business RelationshipsService QualityDistribution ChannelsMarket TrendsBest Practices
About the role
Key responsibilities & impact- Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
- Collect, compile and analyze data
- Prepare reports and recommendations
- Oversee portfolios
- Assess customer satisfaction and service quality, follow up and make improvements as needed
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
- Help serve and maintain business relationships with members and clients
- Sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Develop and maintain business relationships with important clients
- Promote and sell products and services in accordance with business objectives and strategies
- Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
- Advise and assist practitioners and current and potential members and clients
- Represent Desjardins and enter the organization into important agreements with clients
- Establish and negotiate product and service terms
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Benefits
Comp & perks- 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