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Desjardins

Business Advisor

Desjardins

Business Advisor serving clients in Montreal by providing specialized advisory on financial products and building business relationships while achieving financial goals.

Posted 7/18/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and business development, with a focus on identifying client needs and providing tailored financial solutions. Proficient in negotiating terms and ensuring client satisfaction while maintaining a strong understanding of specialized products and services.

Highest-signal resume keywords
Client Relationship ManagementBusiness DevelopmentFinancial SolutionsNegotiation SkillsBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Financial AdvisoryClient Retention StrategiesNeeds AssessmentBusiness ProspectingSolution Development
Soft Skills
Communication SkillsInterpersonal SkillsProblem-Solving
Certifications & Qualifications
College Diploma in Related Field

About the role

Key responsibilities & impact
  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Assist members and clients who have specialized needs and advise them on specialized products and services to ensure their satisfaction
  • Discuss organizational realities with external professionals
  • Help clients reach their financial goals, develop solutions tailored to their needs, and negotiate terms
  • Help achieve business development objectives by prospecting for, identifying and developing new business opportunities

Requirements

What you’ll need
  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required

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