Advisor, Member/Client Sales and Service

Desjardins

Member/client service advisor responsible for developing and maintaining business relationships. Engaging with clients to enhance satisfaction and promote specialized products and services.

Posted 7/1/2026full-timeRemote • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and customer service, with a focus on identifying client needs and providing tailored solutions. Proficient in both English and French, ensuring effective communication and satisfaction for diverse clientele.

Highest-signal resume keywords

Client Relationship ManagementCustomer ServiceBilingual CommunicationData AnalysisSales Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisSales TechniquesProduct KnowledgeClient Needs AssessmentOperational Risk Identification

Soft Skills

Interpersonal SkillsProblem-SolvingActive ListeningAdvisory Skills

Certifications & Qualifications

College Diploma

Industry Keywords

Business DevelopmentClient RetentionService QualityDistribution ChannelsMember Satisfaction

About the role

Key responsibilities & impact

Help solicit, develop, and maintain business relationships with members and clients
Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs
Drive results by reviewing information requests for specialized products and services and promoting and selling them according to client needs and the unit’s business objectives and strategies
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
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 their satisfaction
Review client needs and compile and analyze relevant data
Assist members and clients by listening to their needs and proposing personalized solutions
Help identify your unit’s operational risks and opportunities for improvement
Stay up to date on the latest standards, products, and services in your field.

Requirements

What you’ll need

College diploma in a related field
Minimum of one year of relevant experience
Knowledge of French is required
Advanced proficiency in English due to the nature of the duties, required work tools, or interactions with English-speaking partners, members, and/or clients

Benefits

Comp & perks

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 for health and wellness expenses and telework equipment