Advisor, Business
Core
Serve, prospect for, solicit, and develop business relationships with members and clients who have specialized advisory needs to help them reach their financial goals.
Role type
Business Advisor (Financial Services)
Builds
Integrated offers for Desjardins products and services
Domain
Financial Services / Member Services
Deliverable
client delivery
Required skills
Interpersonal savvy, Customer service, Needs analysis, Solution development, Negotiation, Business prospecting
Preferred skills
Knowledge of latest standards and products in the field
Responsibilities
Establish advisory relationships 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; 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; Stay on top of the latest standards, products and services in your field.