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Business Advisor, Business Service Center

extra holidays
Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

College diploma in a related field, Minimum of one year of relevant experience, Strong communication skills in both French and English, Tech savvy with effective communication and adaptability skills..

Key responsabilities:

  • Establish advisory relationships by identifying client needs and supporting retention.
  • Advise clients on specialized products and services to ensure satisfaction.
  • Develop tailored solutions and negotiate terms for integrated service offers.
  • Prospect and develop new business opportunities to achieve business development objectives.

Desjardins logo
Desjardins Banking XLarge https://www.desjardins.com/
10001 Employees
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Job description

As a Business Advisor, Business Service Center, you will take charge of the immediate needs of our entrepreneurs and ensure that the company has the best tools to propel it towards success. Examples of needs: transactional (ADA, stop payment, check order, package, change of address), financing (loans, line of credit, credit cards), savings, etc. The companies served by our CRC (Client Relation Center) are from different industries (manufacturing, commercial, services, organizations, real estate, etc.) and show needs according to the different stages of their progress (start-up, growth, maturity, succession company). The advisor must therefore develop/possess a curiosity for the different business sectors and adjust his support according to the life cycle of the business. More specifically, you will be required to :

  • 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

  • Develop solutions tailored to client needs, negotiate terms, and prepare integrated service offers

  • Help achieve business development objectives by prospecting for, identifying and developing new business opportunities to balance member/client satisfaction, profitability and risk

  • Stay on top of the latest standards, products and services in your field.

What we offer*

  • 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

Benefits apply based on eligibility criteria.

What you bring to the table

  • College diploma in a related field

  • A minimum of one year of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

  • Available to work from Monday to Friday from 8 a.m. to 8 p.m., Saturday from 8:30 a.m. to 4:30 p.m.

Communicates effectively, Complexity, Situational adaptability, Tech savvy

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-04-8

Required profile

Experience

Industry :
Banking
Spoken language(s):
FrenchEnglish
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Needs Assessment
  • Problem Solving
  • Technical Acumen
  • Adaptability
  • Communication

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