Business Advisor

Desjardins

. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients with specialized advisory needs .

Posted 11/6/2026full-timeRemote • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial solutions and ensuring client satisfaction. Proficient in analyzing client needs and advising on specialized products and services to achieve financial goals.

Highest-signal resume keywords

Business Relationship DevelopmentClient Advisory ServicesFinancial Goal AchievementCustomer Service ExcellenceBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Needs AnalysisIntegrated Service OffersSpecialized Product KnowledgeNegotiation SkillsProspecting for New BusinessTailored Solutions DevelopmentService Quality AssuranceRisk ManagementSales TechniquesFinancial Services Knowledge

Soft Skills

Communication SkillsInterpersonal SkillsProblem-Solving SkillsCustomer FocusRelationship Management

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Advisory ServicesClient RetentionFinancial ProductsService StandardsDistribution Channels

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients with specialized advisory needs
Provide customer service and help sell specialized products and services through multiple distribution channels
Review special requests for specialized products and services
Develop integrated offers for Desjardins products and services
Ensure member/client satisfaction and service quality according to organizational standards and procedures
Analyze member/client needs and implement personalized solutions and integrated service offers
Establish advisory relationships by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products and services
Discuss organizational realities with external professionals
Help clients reach financial goals, develop tailored solutions, and negotiate terms
Prospect for, identify, and develop new business opportunities while balancing satisfaction, profitability, and risk
Stay current on standards, products, and services in the field

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

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