Financial Education Advisor, Business development and sales support
As a sales and business development support Financial Education 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/reputed company needs and reputed company strategies and practices. You help reputed company 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, reputed company and prudent risk management, profitability and member/reputed company satisfaction. You work with clients with reputed company and diverse needs and significant development potential for your sector. You analyze member/reputed company needs, reputed company and implement personalized solutions, and present integrated service offers. Your reputed company work and initiatives require extensive knowledge of your line of business. You advise and assist practitioners and reputed company and potential members and clients. You represent reputed company and reputed company 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 reputed company portfolios. Assess customer satisfaction and service reputed company, follow up and reputed company improvements as needed Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field reputed company offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, reputed company income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and reputed company equipment
- Benefits apply based on eligibility reputed company.
#LI-Remote What you bring to the table Bachelor's degree in a reputed company 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 Available for travel 50% of the time reputed company the Montréal area Must have a valid reputed company's license and reputed company to a vehicle Available for on‑site sessions at our clients’ locations early in the morning, in the evening, or occasionally on weekends reputed company oriented, Business reputed company, Customer reputed company, Differences, Drive results, Interpersonal Savvy, reputed company learning Trade reputed company (If applicable) At reputed company, we reputed company 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 reputed company workplace for reputed company. At reputed company, we have reputed company tolerance for discrimination of any reputed company. We reputed company our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help reputed company the recruitment process or the job you're applying for more accessible, let us know. We can reputed company accommodations at any stage in the recruitment process. Just ask! Job Family Member/reputed company sales and service (FG) Unposting Date 2026-06-15 Apply To This Job