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Advisor, Member​/client sales and service

Job in Montreal, Montréal, Province de Québec, Canada
Listing for: Desjardins
Full Time position
Listed on 2026-01-21
Job specializations:
  • Sales
    Customer Success Mgr./ CSM, Client Relationship Manager, Bilingual
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, Client Relationship Manager, Customer Service Rep, Bilingual
Job Description & How to Apply Below
Location: Montreal

The work arrangement for this position is at the discretion of the successful candidate

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 and promoting and selling them 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. More specifically, you will be required to:

  • Assist members and clients, listen to their needs and propose personalized solutions

  • Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want

  • Close sales, process transactions and follow up as needed. Ensure member and client satisfaction

  • Seize business opportunities and help increase sales through solicitation.

  • 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

  • What you bring to the table

  • College diploma in a related field

  • A minimum of one year of relevant experience

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

  • Knowledge of French is required

  • Available to work 35 hours a week, Monday to Thursday between 8: 30 a.m. and 7: 00 p.m. and Friday between 8: 30 a.m. and 5: 00 p.m

  • Trade Union (If applicable)

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