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Member/client services agent, Business development and sales support

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Desjardins
πŸ“ Montreal, Canada
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Location Montreal
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Posted March 12, 2026
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Commute Local Area
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Job Description

On-site presence is required three days per week (Tuesday, Wednesday, and Thursday)

As a territory sales coordinator, you will assist in the business development efforts of the wholesaling teams and will Report to the Regional Vice-President but provide support to the Regional Sales Director with multiple tasks focused on territory management. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to:

  • Facilitate access to Investment Advisors and branches within the defined sales territory, working closely with them to en...

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    πŸ“ Location Details

    πŸŒ†
    City
    Montreal
    πŸ—ΊοΈ
    Country
    Canada
    πŸš—
    Commute
    Local Area

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