Advisor, Business Development and Sales Support

Desjardins

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

Posted 10/8/2026full-timeMontréal • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, analyzing complex client needs, and developing personalized solutions. Proficient in data analysis and report preparation, with a strong focus on customer satisfaction and service quality.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisReport PreparationCustomer SatisfactionFrench Language Proficiency

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 OrientedCustomer FocusDrive ResultsNimble Learning

Certifications & Qualifications

Bachelor's Degree

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 technically complex 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 complex requests and help promote and sell products and services based on client needs and business objectives
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs and help develop and implement personalized solutions

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Available for travel in Eastern Quebec
Must have a valid driver's license and access to a vehicle
Action oriented
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
Workplace accommodations during the recruitment process and for the job, upon request