Business Development Advisor

Role Overview

The Business Development Advisor is responsible for supporting the Business Team by performing analysis and sales support activities. The person holding this position is responsible for establishing and maintaining personalized business relationships with small business members and associations, and supporting them in achieving their financial objectives by offering an integrated service of the Caisse’s products and services.

What You Will Do

The main responsibilities of the position are: serving a commercial and agricultural clientele composed of very small businesses with varying financing needs; developing and maintaining business relationships with clients to promote and sell the products and services offered by the Caisse; acting as an account manager, being the preferred link between business members and the service center.

Why It Might Be a Fit

The required profile is: education: college diploma in accounting (or related field); or experience: 2 years of experience in financial services, including 1 year in the business sector; main skills: mastering both official languages; being skilled in interpersonal communication; showing professional rigor and meticulousness; being able to define priorities; having good financial analysis and reporting skills; knowing government programs for business aid; having good sales skills; being familiar with financial, economic, political, and legislative news, as well as all business products and services.

Requirements

• College diploma in accounting (or related field)
• 2 years of experience in financial services, including 1 year in the business sector
• Mastering both official languages
• Being skilled in interpersonal communication
• Showing professional rigor and meticulousness
• Being able to define priorities
• Having good financial analysis and reporting skills
• Knowing government programs for business aid
• Having good sales skills
• Being familiar with financial, economic, political, and legislative news, as well as all business products and services

Benefits

• Pension plan
• Compressed hours
• Health insurance

Tagged as: Financial Modeling