Advisor, Business development and sales support

Posted 9 Days Ago
Be an Early Applicant
Montréal, QC, CAN
Hybrid
Mid level
Fintech • Payments • Financial Services
The Role
Supports business development and sales by advising partners, members, and clients on personalized products and strategies. Maintains important client relationships, promotes integrated service offerings, negotiates agreements, oversees portfolios, analyzes customer and industry data, prepares recommendations, and improves satisfaction and service quality. The role balances sales performance, profitability, risk management, and client needs while monitoring market trends and opportunities.
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 develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist practitioners and current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to :

  • Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
  • Collect, compile and analyze data. Prepare reports and recommendations
  • Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Monitor the industry to stay on top of the latest trends, opportunities and best practices 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 four years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
  • Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
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)

CAISSE DE L'ÉDUCATION (92204 / Conv_Col_00107) (2018-12-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-18

Skills Required

  • Bachelor's degree in a related field
  • At least four years of relevant experience, or an equivalent combination of qualifications and experience
  • Mutual fund representative certificate from the Autorité des marchés financiers
  • Knowledge of French
  • Intermediate to advanced proficiency in English
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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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