Advisor, Member/Client Sales and Service

Desjardins

. Solicit, develop, and maintain business relationships with members and clients .

Posted 11/9/2026full-timeRemote • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in developing and maintaining business relationships while providing exceptional customer service. Proficient in analyzing client needs and proposing tailored solutions to enhance satisfaction and retention.

Highest-signal resume keywords

Business Relationship DevelopmentCustomer Service ExcellenceClient Needs AnalysisOperational Risk IdentificationFluency in French

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisProduct KnowledgeSales TechniquesClient Retention Strategies

Soft Skills

Active ListeningProblem SolvingCommunication Skills

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Advisory RelationshipsDistribution ChannelsClient SatisfactionOperational Improvement

About the role

Key responsibilities & impact

Solicit, develop, and maintain business relationships with members and clients
Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs
Establish advisory relationships by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products and services and ensure member/client satisfaction
Review client needs and compile and analyze data
Handle requests and follow up as needed
Listen to members’ and clients’ needs and propose personalized solutions
Help identify operational risks and opportunities for improvement
Stay current on the latest standards, products, and services in the field

Requirements

What you’ll need

College diploma 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

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