Drive product and service results at Desjardins while overseeing portfolios, analyzing data, and balancing client satisfaction with prudent risk management.

As a sales and business development support advisor, you work with complex client needs across multiple distribution channels. You promote solutions aligned with unit strategies, profitability, and member or client satisfaction. You also monitor industry trends, prepare recommendations, and support practitioners and partners.

Key Responsibilities:

- Promote products and services through distribution channels
- Collect, compile, and analyze business data
- Prepare reports and recommendations for partners
- Oversee portfolios and assess service quality
- Monitor trends, opportunities, and field best practices

Requirements:

- Related bachelor's degree
- Minimum four years of relevant experience
- Required French language knowledge
- Intermediate-advanced English proficiency required
- Ability to balance sales and risk management

Bring portfolio oversight, data analysis, sales strategy, and customer-focused judgment to complex financial services at Desjardins.

📌 Financial Services Portfolio Advisor (Ottawa)
🏢 Desjardins
📍 Ottawa