Advisor, Business development and sales support

Posted 6 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Fintech • Payments • Financial Services
The Role
Supports business development and sales by advising members, clients, partners, and practitioners on products and services. Builds and maintains relationships, identifies client needs, develops personalized solutions, handles complex requests, supports retention, analyzes data, prepares reports and recommendations, and promotes client satisfaction. Requires frequent travel to business locations, flexible hours, French proficiency, a related bachelor's degree, and six years of relevant experience.
Summary Generated by Built In

As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to:

You work with clients who have development potential for your sector. You analyze member/client needs and help develop and implement personalized solutions. Interpersonal savvy is therefore essential.

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction
  • Analyze and meet technically complex client needs, handle requests and follow up as needed
  • Collect, compile and analyze data. Prepare reports and recommendations
  • 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.

#LI-Hybrid


What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Available for frequent travel (40% to 60% of the time) to the Caisse's various business locations and other sites, as required by the organization, to support business development and representation activities
  • Available to work flexible hours
Drive results, Interpersonal Savvy


Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-8

Skills Required

  • Bachelor's degree in a related field
  • Six years of relevant experience
  • Knowledge of French
  • Availability for frequent travel, approximately 40% to 60% of the time
  • Availability to work flexible hours
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The Company
HQ: Lévis
40,858 Employees

What We Do

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News

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