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Business Advisor
Desjardins. Establish an advisory relationship by identifying current and potential needs and supporting client retention .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, financial goal achievement, and tailored solution development while ensuring high service quality and member satisfaction. Proficient in identifying business opportunities and negotiating terms to balance client needs with organizational standards.
Highest-signal resume keywords
Client Relationship ManagementFinancial Goal AchievementBusiness DevelopmentNegotiation SkillsBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdvisoryTailored Solutions DevelopmentRisk ManagementClient Retention StrategiesBusiness Opportunity Identification
Soft Skills
Communication SkillsInterpersonal SkillsProblem-Solving Skills
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
Client SatisfactionService Quality StandardsDesjardins Products and Services
About the role
Key responsibilities & impact- Establish an advisory relationship 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 their financial goals, develop tailored solutions, and negotiate terms
- Prospect for, identify, and develop new business opportunities
- Balance member/client satisfaction, profitability, and risk
- Stay current on standards, products, and services in the field
- Develop integrated offers for Desjardins products and services
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
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 and telework equipment