Advisor, Member/client sales and service

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 and telework equipment * Benefits apply based on eligibility criteria. What you bring to the table College diploma in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required 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! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-09-6

You will solicit, develop, and maintain business relationships with members and clients while promoting specialized products and services. You are responsible for analyzing client needs, providing personalized solutions, and ensuring high-quality service in accordance with organizational standards.

Candidates must possess a college diploma in a related field and a minimum of two years of relevant experience. Proficiency in French is required, along with strong interpersonal skills and a customer-focused mindset.

• Competitive salary • Annual bonus • Flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

• Customer servicePreferred
• Data analysisPreferred
• SalesPreferred

Identified from the job description. Confirm important requirements above.

• Sales
• Customer service
• Business relationship management
• Advisory
• Client retention
• Data analysis
• Interpersonal savvy
• Action oriented
• Customer focus
• Nimble learning
• Action Oriented
• Experimental Learning
• Business Objectives
• Customer Service
• French Language
• Selling Techniques
• Telehealth

• Sales
• Customer Service & Support
• Finance & Accounting
• Sales and Service Advisor
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives

Minimum education

High school

Minimum experience

2+ years

Apply by

Sep 7, 2026

Posting language

English

Working hours

40 hours per week