Use client advisory and relationship-building skills as a Personal Advisor at Desjardins, serving members and clients through tailored solutions and service.
This Personal Advisor position focuses on developing and maintaining business relationships with members and clients. You will analyze needs, recommend specialized products and services, manage requests, and support client retention. The work also involves data analysis, reporting, and recommendations.
Key Responsibilities:
- Establish advisory relationships with current and potential clients
- Advise on specialized products, services, and solutions
- Analyze needs, handle requests, and follow up
- Collect, compile, and analyze data
- Prepare reports and recommendations for client needs
Requirements:
- College diploma in a related field
- At least two years of relevant experience
- Knowledge of French is required
- Advanced English proficiency is required
- Interpersonal savvy and customer focus
Bring relationship management, client analysis, and specialized service expertise to Desjardins as a Personal Advisor.
Desjardins Personal Financial Advisor employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
