Advisor, Personal
Job Description
The work mode arrangement for the position is full-time on site.
As a personal advisor, you help 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 help build and maintain business relationships with members and clients. You drive results by reviewing client 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. 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 products, services and solutions and ensure their satisfaction
Analyze and meet 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 one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required
Drive results, Interpersonal Savvy
Curious about Desjardins ? Click here
#LI-Onsite
Trade Union (If applicable)
CAISSE CENTRE-NORD DE MONTREAL (30166 / Conv_Col_00080) (2020-01-20 - )
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!
Job Family
Member/client sales and service (FG)
Unposting Date
2025-07-25
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD2490688
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationMontréal, QC, CA, Canada
-
EducationNot mentioned