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 Level

NV-05

As a member/client service advisor – 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 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.

General Information on the Position

Main Responsibilities

• 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.

Other working conditions

• The work arrangement for the position is full-time telework. #LI-Remote

• Temporary work: scheduled to end on may 3, 2025

• Number of jobs available : 5

Qualifications

• College diploma in a related field

• A minimum of 1 year of relevant experience

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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

3 Robert Speck Parkway Mississauga (MT)

Trade Union

Non Syndiqué

Unposting Date

2024-03-15

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.