[Hiring] Advisor, Member/Client Sales and Service @Desjardins

Role Description

As a member/client service advisor – sales, you help solicit, develop, and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. 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.
• Review client needs and compile and analyze data. Handle requests and follow up as needed.
• Assist members and clients, listen to their needs, and propose personalized solutions.
• Help identify your unit’s operational risks and opportunities for improvement.
• Stay on top of the latest standards, products, and services in your field.

Qualifications

• College diploma in a related field.
• A minimum of one year of relevant experience.
• Knowledge of French is required.
• 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.
• Action oriented.
• Communicates effectively.
• Complexity.
• Customer Focus.
• Differences.
• Interpersonal Savvy.
• Nimble learning.
• Situational adaptability.
• Tech savvy.

Benefits

• 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.

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)

Unposting Date

2026-09-23