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Desjardins Group

Cooperative financial group offering full services

Advisor – Business Development and Sales Support

Account ManagementConfirmed live in the last 24 hours
Full-timeMontreal, QC, CanadaHybrid

About the Job

Requirements

  • A Bachelor's degree in a related field is required.
  • A minimum of four years of relevant experience is required; other combinations of qualifications and relevant experience may be considered.
  • A mutual fund representative certificate from the Autorité des marchés financiers is required.
  • Knowledge of French is required.

Responsibilities

  • Serve and maintain business relationships with members and clients.
  • Sell products and services through multiple distribution channels based on member and client needs and current strategies and practices.
  • Develop and maintain business relationships with important clients.
  • Promote and sell products and services in accordance with the unit’s business objectives and strategies, balancing sales objectives, prudent risk management, profitability, and member and client satisfaction.
  • Work with clients with complex and diverse needs and significant development potential in the sector.
  • Analyze member and client needs, develop and implement personalized solutions, and present integrated service offers.
  • Advise and assist practitioners and current and potential members and clients.
  • Represent Desjardins and enter the organization into important agreements with clients.
  • Establish and negotiate product and service terms.
  • Set goals and advise partners, practitioners, members, and clients on suitable solutions and strategies.
  • Collect, compile, and analyze data, and prepare reports and recommendations.
  • Oversee portfolios, assess customer satisfaction and service quality, follow up, and make improvements as needed.
  • Monitor the industry to stay informed about trends, opportunities, and best practices in the field.

About the Company

Desjardins Group

Cooperative financial group offering full services

Desjardins Group is a large cooperative financial organization in North America that provides banking and financial services to individuals and businesses in Canada. Its products include everyday accounts, loans, mortgages, investments, insurance, and corporate finance, delivered through branches, online platforms, and its subsidiaries. The cooperative structure and strong balance sheet help Desjardins offer reliable services with high capital ratios and solid credit ratings, differentiating it from many competitors. Its goal is to serve the financial needs of its members and clients by delivering accessible, well-capitalized financial products and services across Canada.

Company size
Not listed
Company stage
Not listed
Total funding
$204.4M
Headquarters
Quebec City, Canada
Founded
1900

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