At a Glance
- Tasks: Help clients with personalized advice and build strong business relationships.
- Company: Join a diverse and inclusive team at Desjardins.
- Benefits: Enjoy competitive salary, flexible vacation, and health benefits.
- Other info: We value diversity and provide accommodations throughout the recruitment process.
- Why this job: Make a real impact by helping clients find tailored solutions.
- Qualifications: College diploma and two years of relevant experience required.
The predicted salary is between 62100 - 75900 $ per year.
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You drive results by reviewing special requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential.
More specifically, you will be required to:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction.
- Analyze and meet special client needs, handle requests and follow up as needed
- Collect, compile and analyze data.
- Prepare reports and recommendations
- Stay on top of the latest standards, products and services in your field
What we offer:
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Benefits apply based on eligibility criteria.
What You Bring To The Table:
- College diploma in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.
Equity, Diversity, Inclusion and Accessibility:
At Desjardins, we believe 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 positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Advisor, Personal in Maniwaki 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.
