Advisor, Member Sales and Service

Desjardins

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

Posted 10/28/2026full-timeRemote • CanadaJuniorWebsite

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 analyzing client needs and operational risks while promoting specialized products and services.

Highest-signal resume keywords

Client Relationship ManagementCustomer ServiceBilingual CommunicationData AnalysisOperational Risk Identification

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Customer FocusInterpersonal SavvyNimble LearningSituational AdaptabilityTech Savvy

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Client RetentionSpecialized ProductsService QualityBusiness RelationshipsDistribution Channels

About the role

Key responsibilities & impact

Establish an advisory relationship 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
Assist members and clients, listen to their needs and propose personalized solutions
Help identify the unit’s operational risks and opportunities for improvement
Stay on top of the latest standards, products and services in the field
Solicit, develop, and maintain business relationships with members and clients
Provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs
Promote and sell specialized products and services based on client needs and unit business objectives and strategies
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 one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Complexity
Customer Focus
Interpersonal Savvy
Nimble learning
Situational adaptability
Tech savvy

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
Benefits apply based on eligibility criteria.