Advisor, Business Development and Sales Support

Desjardins

. Establish an advisory relationship by identifying current and potential needs and supporting client retention .

Posted 10/23/2026full-timeMontréal • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, ensuring satisfaction through personalized solutions and effective communication. Proficient in data analysis and reporting to support business objectives and enhance service quality.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisBilingual CommunicationCustomer FocusSales Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport PreparationClient Needs AssessmentSolution DevelopmentProduct Knowledge

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble LearningAmbiguity

Certifications & Qualifications

College Diploma

Industry Keywords

Client RetentionBusiness RelationshipsService QualityDistribution ChannelsOrganizational Standards

About the role

Key responsibilities & impact

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction
Analyze and meet special client needs, handle requests and follow up as needed
Collect, compile and analyze data; prepare reports and recommendations
Stay on top of the latest standards, products and services in the field
Help serve and maintain business relationships with members and clients
Help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
Help build and maintain business relationships with members and clients
Review special requests and help promote and sell products and services based on client needs and business objectives and strategies
Help analyze member/client needs and develop and implement personalized solutions
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Intermediate knowledge of English
Available to work Monday through Friday, between 8:00 a.m. and 5:00 p.m.
Action oriented
Ambiguity
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning

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
Hybrid work arrangement