Note to managers The job posting must include the responsibilities, requirements and competencies listed in the job profile. However, you may personalize it to reflect your business needs.

Main Responsibilities

- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Set goals and advise members and clients on the best solutions and strategies
- Process client requests for information and solve complex problems. Follow up with practitioners as needed
- Identify problems and recommend solutions
- Collect, compile and analyze data. Prepare reports and recommendations
- 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.

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

2026-08-14

📌 Conseiller ou conseillère, Développement des affaires (Toronto)
🏢 Caisse populaire Desjardins d'Hochelaga-Maisonneuve
📍 Toronto