Demonstrates expertise in developing and maintaining advisory relationships, providing tailored financial solutions, and ensuring client satisfaction. Proficient in both French and English communication, with a strong focus on customer service and business development.

Highest-signal resume keywords

Customer ServiceBusiness DevelopmentBilingual CommunicationClient Relationship ManagementFinancial Advisory

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have 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 and help members and clients reach their financial goals
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Establish advisory relationships by identifying current and potential needs and supporting client retention
Assist members and clients with specialized needs and advise them on specialized products and services
Discuss organizational realities with external professionals
Help clients reach financial goals, develop tailored solutions, and negotiate terms
Help achieve business development objectives by prospecting for, identifying, and developing new business opportunities
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 two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Strong communication skills in both French and English, both oral and written
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

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

Financial Products KnowledgeIntegrated Service OffersNeeds AnalysisSolution DevelopmentProspectingNegotiationClient RetentionService Quality AssuranceAdvisory Relationship EstablishmentSpecialized Product Knowledge

Soft Skills

Action OrientedCustomer FocusInterpersonal SavvyDrive ResultsNimble Learning

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Financial GoalsClient SatisfactionBusiness RelationshipsDistribution ChannelsOrganizational Standards