Advisor, Member/Client Sales and Service

Desjardins

Member/client service advisor managing business relationships with members and clients, providing tailored solutions and promoting specialized products and services. Driving results aligned with business objectives and ensuring satisfaction.

Posted 5/22/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
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

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 of health and wellness expenses and telework equipment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

advisory relationshipclient retentionproblem-solvingrecommendation makinglistening skillspersonalized solutionsoperational risk identificationopportunity identificationcommunicationinterpersonal skills

Certifications

college diploma