Business Advisor

Desjardins

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

Posted 9/29/2026full-timeRemote • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client advisory services, focusing on identifying and addressing specialized needs while driving business development and customer satisfaction. Proficient in analyzing client requirements and delivering tailored financial solutions, with a strong emphasis on interpersonal skills and adaptability.

Highest-signal resume keywords

Client Advisory ServicesBusiness DevelopmentCustomer ServiceFinancial SolutionsBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisSolution DevelopmentNegotiationRisk ManagementBusiness Prospecting

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsSituational Adaptability

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Client RetentionSpecialized ProductsDistribution ChannelsIntegrated Service OffersMember Satisfaction

About the role

Key responsibilities & impact

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Assist members and clients who have specialized needs and advise them on specialized products and services
Discuss organizational realities with external professionals
Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
Help achieve business development objectives by prospecting for, identifying and developing new business opportunities
Balance member/client satisfaction, profitability and risk
Stay on top of the latest standards, products and services in the field
Provide customer service and help sell specialized products and services through multiple distribution channels
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers

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
Action oriented
Customer Focus
Drive results
Interpersonal Savvy
Nimble learning
Situational adaptability

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