Advisor, Business Services

Posted 4 Days Ago
Be an Early Applicant
15 Locations
In-Office or Remote
Mid level
Fintech • Payments • Financial Services
The Role
Handle inbound and outbound calls with business members and clients, understand their needs, and provide personalized, value-added solutions. Build loyalty by addressing immediate service requests while recommending tools, alternatives, and services aligned with clients’ business goals. The role requires customer-focused communication, business development interest, financial-sector knowledge, French proficiency, and availability for extended weekday and Saturday schedules.
Summary Generated by Built In

Are you looking to make a real difference for our business members and clients? Are you known for your energy, interpersonal skills, and curiosity about the entrepreneurial world? Join our Business Centre – Business Services team, where exciting opportunities await!

SUPPORT. ADVISE. BUILD LOYALTY.
Understanding the needs of our business members and clients and offering them a UNIQUE and PERSONALIZED experience is at the heart of our mission. You’ll be responsible for handling inbound and/or outbound calls using a call generator to efficiently respond to the immediate needs of our business members and clients. But your role goes far beyond simply addressing an initial request or delivering excellent service—you’ll ensure businesses have the best tools to drive their success. We also take the time to understand the stories, challenges, and projects of our business members and clients. By offering a personalized and value-added experience, we propose solutions and alternatives aligned with their goals and ambitions.

What we offer*

  • Competitive salary and annual bonus

  • 4 weeks of flexible vacation from the first year

  • Defined benefit pension plan ensuring predictable and stable retirement income

  • Group insurance plan including telemedicine services

  • Reimbursement for health, wellness, and remote work equipment expenses

*Benefits are subject to eligibility criteria.

#LI-Remote

What you bring to the table

  • High school diplomas in a related field

  • Minimum of three years of relevant experience in customer service experience

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

  • Experience in the banking or financial sector

  • Knowledge of French is required

  • Some positions require 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

  • Knowledge of or interest in the business sector and business development

  • Availability to work Monday to Friday between 8 a.m. and 8 p.m., and Saturdays during the day

This posting includes several opportunities for similar roles. Applications are reviewed continuously throughout the year based on evolving business needs. We don’t just fill a position. We hire a person. That’s the difference.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning


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!

Job Family

Member/client sales and service (FG)

Skills Required

  • High school diploma in a related field
  • At least three years of relevant customer service experience
  • Experience in the banking or financial sector
  • Knowledge of French
  • Advanced English proficiency for some positions involving English-speaking partners, members, or clients
  • Knowledge of or interest in the business sector and business development
  • Availability Monday through Friday between 8 a.m. and 8 p.m., and Saturdays during the day
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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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