Posted 18 days ago
Advisor, Member/client sales and service
@ Caisse Desjardins du Centre-Nord de Montréal
Montréal, Quebec
Overview
Caisse Desjardins du Centre-Nord de Montréal is hiring a full-time member and client service advisor for sales and service. The role builds advisory relationships, sells specialized financial products across channels and keeps service quality high, on site. The posting states the benefits and a French-language requirement but no pay range.
Responsibilities:
- Établir des relations de conseil avec les membres et clients
- Conseiller et vendre des produits et services spécialisés
- Analyser les besoins et traiter les demandes
- Cerner les risques opérationnels et les occasions d'amélioration
- Assurer la satisfaction et la qualité du service
Requirements summary:
- Diplôme collégial dans un domaine connexe
- Au moins un an d'expérience pertinente
- Connaissance du français requise
- Savoir-être interpersonnel
- Orientation client et résultats
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-28
- First seen by our source
- 2026-10-29
- Source record updated
- 2026-11-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Education | College diploma (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caisse Desjardins du Centre-Nord de Montréal
| Field | Value |
|---|---|
| Open jobs on Jobsy | 2 |
The work mode arrangement for the position is full-time on site.
As a member/client service advisor, Sales, 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:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services and ensure member/client satisfaction
- Review client needs and compile and analyze data. Handle requests and follow up as needed
- Assist members and clients, listen to their needs and propose personalized solutions
- Help identify your unit’s operational risks and opportunities for improvement
- Stay on top of the latest standards, products and services 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
- 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
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)
CAISSE CENTRE-NORD DE MONTRÉAL (30166 / Conv_Col_00080) (2020-01-20 - )Job Family
Member/client sales and service (FG)Unposting Date
2026-11-15Journal
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