[Hiring] Financial Education Advisor, Business development and sales support @Desjardins Financial Security

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Role Description

As a Financial Education Advisor, you help serve and maintain business relationships with members and clients. You assist in selling products and services through multiple distribution channels based on member/client needs and current strategies and practices.

  • Develop and maintain business relationships with important clients
  • Drive results by promoting and selling products and services in accordance with business objectives and strategies
  • Balance sales objectives, risk management, profitability, and member/client satisfaction
  • Work with clients with complex and diverse needs and significant development potential
  • Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
  • Advise and assist practitioners and current and potential members and clients
  • Represent Desjardins and enter into important agreements with clients
  • Establish and negotiate product and service terms
  • Set goals and advise partners, practitioners, members, and clients on the best solutions and strategies
  • 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

Qualifications

  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Knowledge of French is required
  • Other combinations of qualifications and relevant experience may be considered

Requirements

  • Business insight
  • Drive results
  • Interpersonal Savvy

Benefits

  • 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
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