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Publié il y a 8 jours

Advisor, Business development and sales support

@ Desjardins Global Asset Management

Montréal, Québec

HybrideTemps plein4+ ans d’expérience
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Desjardins Global Asset Management is hiring a sales and business development support advisor to serve and maintain business relationships with members and clients. The role involves promoting and selling products and services across channels, analyzing client needs, and advising partners and clients. The posting offers a competitive salary with annual bonus, a hybrid arrangement, and a defined benefit pension plan.

Responsabilités :

  • Conseiller les partenaires et clients sur les meilleures solutions
  • Analyser les données et préparer des rapports
  • Superviser les portefeuilles et améliorer le service
  • Suivre les tendances de l'industrie

Résumé des exigences :

  • Baccalauréat dans un domaine connexe
  • Minimum de quatre ans d'expérience pertinente
  • Certificat de représentant en fonds mutuels de l'AMF
  • Connaissance du français requise

Outils et compétences

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-02
Première détection par notre source
2026-11-03
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineVentes
Expérience4 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench, English
Permis et certificationsMutual fund representative certificate, Autorité des marchés financiers
FormationBaccalauréat (exigé)
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Desjardins Global Asset Management

ChampValeur
Offres sur Jobsy6
Description

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
Action oriented, Collaborates, Customer Focus, Differences, Nimble learning, Plans and aligns

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

2026-11-25

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