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Added 1 hour ago
UO
Career Advisor
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
…extract meaning from a wide variety of experiences. Each career advisor tends to work closely with a particular group of learners, such as undergraduate students, graduate students,…
Added 1 hour ago
UO
Undergraduate Advisor and Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
Faculty of Arts - Stratford School of Interaction Design and Business - Administration and Recruitment
Added 1 hour ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the…
Added 1 hour ago
A
HR Solutions Partner
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
Acting as a trusted advisor, the Solutions Partner builds strong relationships with senior managers, offering coaching, policy guidance and practical support rooted in deep HR discipline…
Added 1 hour ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 1 hour ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
St. John's, NL
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 2 hours ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Lead complex CIO Advisory, technology strategy and digital transformation engagements and serve as a trusted advisor to senior business and technology leaders.
Added 2 hours ago
CA
Graduate Assistant - Student Solutions Hub
Career and Professional Development Center
St. Mary's, NL · St Marys, NL
- Internship
Support student officers and the faculty advisor with formation of the proposed registered student organization (RSO), meeting logistics, peer-learning clinics, and officer transitions.
Added 2 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Manage day-to-day client relationships and serve as a trusted advisor to healthcare leaders and stakeholders
Added 2 hours ago
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
Serve as a senior trusted advisor to executives navigating complex technology strategies, investments, and transformation programs.
Added 2 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 2 hours ago
A
Senior Vice President, Energy
AECOM
Markham, ON · Thornhill, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
…help shape and execute our vision of becoming the most trusted advisor to utilities, power generators, transmission owners, governments, and industrial clients. This is a new position that…
Added 3 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 3 hours ago
HO
Snr Talent Acquisition Business Partner
Humans of HR
Vancouver, BC
- Full-time
Relationship Management: Build and sustain strong partnerships with internal leaders and external candidates, serving as a trusted advisor on recruitment best practices.
Added 4 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Analyze industry dynamics, investor, advisor and institutional client needs, consultant and platform trends, competitor actions, product vehicles, pricing developments and emerging business…
Added 4 hours ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 5 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 5 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
…transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and…
Added 5 hours ago
MG
HHR Coordinator Lead
Michael Garron Hospital
Toronto, ON
- Full-time
Previous teaching experiences with clinical learners, such as serving as a preceptor, clinical instructor, faculty advisor, and/or course instructor, strongly preferred
Added 5 hours ago
E
Enterprise Network Architect
evertz.io
Burlington, ON
- Internship
You'll be equal parts technical expert, trusted advisor, and communicator - translating complex networking and media-transport concepts into clear recommendations for both engineering teams…
Added 6 hours ago
EL
Concrete Restoration Specialist
Engineering Link
Toronto, ON
- Full-time
…required, summarizing the contractor's costs and being client advisor for award…
Added 6 hours ago
Sessional Lecturer, Mechanical Engineering, ME 495
University of Saskatchewan
Saskatoon, SK
Previous industrial, manufacturing and university teaching experience, and previous experience as an advisor or industrial sponsor for engineering design projects, would be considered…
Added 6 hours ago
Sessional Lecturer, Mechanical Engineering, ME 329
University of Saskatchewan
Saskatoon, SK
Previous industrial, manufacturing and university teaching experience, and previous experience as an advisor or industrial sponsor for engineering design projects, would be considered…
Added 6 hours ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 6 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
…existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a hybrid role where individuals have the opportunity to work from an IG…

Desjardins

Advisor, Business development and sales support

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist practitioners and current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

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 in your field

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

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Action oriented, Collaborates, Customer Focus, Differences, Nimble learning, Plans and aligns

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-25

Apply About employer

More about this job

Responsibilities

You will manage and maintain business relationships with clients while driving sales through personalized solutions and integrated service offers. Additionally, you will analyze data, prepare reports, and monitor industry trends to ensure service quality and portfolio growth.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least four years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Business development
Sales support
Relationship management
Data analysis
Portfolio management
Strategic planning
Risk management
Customer satisfaction
Negotiation
Interpersonal skills
Financial reporting
Market trend analysis

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Sales Support
Relationship Management
Portfolio Management
Financial Services
Data Analysis
Risk Management
Mutual Fund Representative
Strategic Planning
Customer Satisfaction
Market Trends
Hybrid Work
Reporting
Client Relations

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