Advisor, Member/client sales and service
Temporary position for 6 months.
As a member/client service advisor – sales, you help serve, prospect for, 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 specific information requests about specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. You provide advisory services on standards, policies, practices and processes. 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. Review requests, research solutions and make recommendations
Identify trends, weaknesses and opportunities. Make recommendations
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
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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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
2026-05-28
Apply To This Job
As a member/client service advisor – sales, you help serve, prospect for, 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 specific information requests about specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. You provide advisory services on standards, policies, practices and processes. 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. Review requests, research solutions and make recommendations
Identify trends, weaknesses and opportunities. Make recommendations
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
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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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
2026-05-28
Apply To This Job