Desjardins Logo

Desjardins

Business advisor

Posted 3 Days Ago
Be an Early Applicant
In-Office
Montréal, QC
Mid level
In-Office
Montréal, QC
Mid level
The Business Advisor develops and maintains relationships with clients, analyzes their needs, advises on products, and tracks trends to drive results and client satisfaction.
The summary above was generated by AI

Temporary position for 18 months

As a business advisor, you help serve and develop and maintain business relationships with members and clients. You help sell business products and services based on member/client needs and current strategies and practices. You develop and maintain business relationships with important clients. You drive results by advising clients on how to implement and use products and services. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You help negotiate agreements with practitioners. Interpersonal savvy is therefore essential. More specifically, you will be required to :

  • Set goals and advise members and clients on the best solutions and strategies. Help clients develop, carry out, implement and follow up on initiatives

  • 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

Advantages 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

  • Knowledge of French is required

  • Expert 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.

Drive results, Interpersonal Savvy

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-12-23

Desjardins Montréal, Québec, CAN Office

1 Complexe Desjardins, , Montréal, QC , Canada, H2X

Similar Jobs

3 Days Ago
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
As a Senior Advisor, you'll transform data into valuable insights for decision-making in credit risk management, oversee complex data initiatives, and report findings to decision-makers.
Top Skills: Power BISASSQL
3 Days Ago
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
As a Senior Business Strategy Advisor, you will develop and monitor strategic projects, work with stakeholders, and provide recommendations for organizational transformation and improvement.
Top Skills: Business Intelligence
Mid level
Fintech • Payments • Financial Services
The advisor will help clients define their data needs, build Power BI reports, and suggest improvements for data management processes. They will require strong data analysis skills and knowledge of the insurance industry.
Top Skills: DaxPower BIPower QueryPythonSASSQL

What you need to know about the Montreal Tech Scene

With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.

Key Facts About Montreal Tech

  • Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
  • Major Tech Employers: SAP, Google, Microsoft, Cisco
  • Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
  • Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
  • Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
  • Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account