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Advisor, Business strategies
Federation Caisses Desjardins
Montréal, QC
- Full-time

Federation Caisses Desjardins

Advisor, Business

Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

As a business advisor, you help serve and develop and maintain business relationships with members and clients. You help sell business products and services based on member/client needs and current strategies and practices. You develop and maintain business relationships with important clients. You drive results by advising clients on how to implement and use products and services. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You help negotiate agreements with practitioners. Interpersonal savvy is therefore essential. More specifically, you will be required to :

Set goals and advise members and clients on the best solutions and strategies. Help clients develop, carry out, implement and follow up on initiatives
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

* 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
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

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Situational adaptability

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

2026-11-20

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The Business Advisor at Federation Caisses Desjardins will build relationships with members and clients, recommend and sell suitable products, and analyze their needs. They will also oversee portfolios, prepare reports and track industry trends.

Requirements

Federation Caisses Desjardins needs candidates with a bachelor's degree in a related field and at least four years of relevant experience, though other combinations may be considered. Candidates must know French and have advanced English.

Skills

Relationship management
Financial product sales
Client needs analysis
Portfolio management
Risk management
Data analysis
Report preparation
Negotiation
Customer satisfaction assessment
Industry trend monitoring
Interpersonal communication
Bilingual French and English

Benefits

Four weeks of flexible vacation
Defined benefit pension plan
Group insurance including telemedicine
Reimbursement of health and wellness expenses

Keywords

business advisor
business banking
commercial banking
relationship management
portfolio management
financial products
sales
client advisory
risk management
financial analysis
reporting
credit cooperative
Desjardins
bilingual French English
member services

Seniority

Mid level

Perks

Generous paid time off
Flexible hours
Retirement plan
Wellness program

Languages

French
English

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