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Publié il y a 14 jours

Advisor, Member/client sales and service

@ Federation Caisses Desjardins

Toutes ses offres Site Web

Montréal, QC · Trois-Rivières, QC

Temps plein1+ ans d’expérience
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Federation Caisses Desjardins is hiring a member and client service advisor for sales. The role builds advisory relationships, promotes specialized financial products and services, and ensures client satisfaction. The posting requires French, advanced English, a college diploma and one year of relevant experience, with a competitive salary, annual bonus and defined benefit pension.

Responsabilités :

  • Établir une relation de conseil avec les membres et clients
  • Analyser les besoins et proposer des solutions personnalisées
  • Traiter les demandes et assurer le suivi
  • Repérer les risques opérationnels et les occasions d'amélioration
  • Se tenir à jour sur les produits et normes

Résumé des exigences :

  • Diplôme collégial dans un domaine connexe
  • Un an minimum d'expérience pertinente
  • Connaissance du français requise
  • Maîtrise avancée de l'anglais
  • Sens des relations interpersonnelles

Outils et compétences

SalesCommunicate with customersAdaptability

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-10-27
Première détection par notre source
2026-10-28
Mise à jour du dossier source
2026-11-03

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

Détails du poste

NiveauDébutant
DomaineVentes
Expérience1 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench, English
FormationCollégial (DEC) (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.

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Federation Caisses Desjardins

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

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.

Abonnés LinkedIn
379 882
Personnes associées sur LinkedIn
43 673
Bureaux déclarés
  • 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
  • 11 King St W, Toronto, ON M5H 4C7, CA
  • 110 9 Ave SW, Calgary, AB T2P 0T1, CA
  • 1 Complexe Desjardins, Montreal, QC H2X, CA
Catégories d’activité
  • Banking
  • InsurTech
  • Insurance
  • Financial Services
Autres noms enregistrés
  • Desjardins
Spécialités
  • Services financiers
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Toutes ses offres Site Web

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…

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialLévis, Québec
Type d’organisationPrivately Held
SpécialitésServices financiers
Offres sur Jobsy179
LinkedInVoir la page
Description

As a member/client service advisor – sales, you help solicit and 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 help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. 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.

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

* Benefits apply based on eligibility criteria.

What you bring to the table

  • College diploma in a related field

  • A minimum of one year of relevant experience

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

  • 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

Complexity, Customer Focus, Interpersonal Savvy, Nimble learning, Situational adaptability, Tech 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)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10

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