Current jobs related to Advisor, Personal - Montreal, Quebec - Desjardins

  • Personal Banking Advisor

    5 days ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Advisor. As a key member of our call centre team, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesContact and take calls from clients with a...

  • Personal Banking Advisor

    5 days ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Advisor. As a key member of our call centre team, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesContact and take calls from clients with a...

  • Personal Banking Advisor

    11 hours ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Personal Banking AdvisorAt NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.Key...

  • Personal Banking Advisor

    12 hours ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Personal Banking AdvisorAt NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.Key...

  • Personal Banking Advisor

    2 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Personal Banking AdvisorAt NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.Key...

  • Personal Banking Advisor

    2 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Personal Banking AdvisorAt NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.Key...

  • Personal Banking Advisor

    3 days ago

    Montreal, Quebec, Canada National Bank of Canada Full time

    About the RoleWe are seeking a highly skilled and customer-focused Personal Banking Advisor to join our team at National Bank's call centre. As a key member of our mortgage retention team, you will play a critical role in providing exceptional service to our clients and helping them navigate their mortgage renewal process.Key ResponsibilitiesContact and take...

  • Personal Banking Advisor

    3 days ago

    Montreal, Quebec, Canada National Bank of Canada Full time

    About the RoleWe are seeking a highly skilled and customer-focused Personal Banking Advisor to join our team at National Bank's call centre. As a key member of our mortgage retention team, you will play a critical role in providing exceptional service to our clients and helping them navigate their mortgage renewal process.Key ResponsibilitiesContact and take...

  • Personal Banking Advisor

    3 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Personal Banking AdvisorAt NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.Key...

  • Personal Banking Advisor

    4 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Personal Banking AdvisorAt NBC, we're committed to providing exceptional customer service and helping our clients achieve their financial goals. As a Personal Banking Advisor, you'll play a key role in delivering personalized advice and guidance to our clients, ensuring they receive the best possible service and support.Key...

  • Personal Banking Advisor

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Advisor. As a key member of our call centre team, you will play a critical role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesContact and engage with clients to discuss...

  • Personal Banking Advisor

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banking Advisor. As a key member of our call centre team, you will play a critical role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesContact and engage with clients to discuss...

  • Personal Banking Advisor

    4 days ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleAs a Personal Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of clients and colleagues. You will be responsible for providing high-quality advice and a people-centric experience to clients as they navigate their mortgage renewal process.Key ResponsibilitiesContact...

  • Personal Banking Advisor

    4 days ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleAs a Personal Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of clients and colleagues. You will be responsible for providing high-quality advice and a people-centric experience to clients as they navigate their mortgage renewal process.Key ResponsibilitiesContact...

  • Personal Banking Advisor

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the Role:We are seeking a highly skilled and customer-focused Personal Banking Advisor to join our team at NBC. As a Personal Banking Advisor, you will play a critical role in providing exceptional service to our clients, helping them navigate the mortgage renewal process, and ensuring their financial needs are met.Key Responsibilities:Contact and take...

  • Personal Banking Advisor

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the Role:We are seeking a highly skilled and customer-focused Personal Banking Advisor to join our team at NBC. As a Personal Banking Advisor, you will play a critical role in providing exceptional service to our clients, helping them navigate the mortgage renewal process, and ensuring their financial needs are met.Key Responsibilities:Contact and take...

  • Personal Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Banque Laurentienne Full time

    At Banque Laurentienne, we are dedicated to enhancing the banking experience for our clients. With a workforce of over 2,800 professionals across Canada and the United States, we collaborate to deliver a comprehensive suite of financial services and advisory solutions.We are seeking a Personal Financial Advisor to oversee and expand a client portfolio....

  • Personal Finance Advisor

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    About the RoleAs a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    3 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    About the RoleAs a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their...

  • Personal Banking Advisor

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the Role:We are seeking a highly skilled and customer-focused Personal Banking Advisor to join our team at NBC. As a Personal Banking Advisor, you will play a critical role in providing exceptional service to our clients, helping them navigate the mortgage renewal process, and ensuring they receive the best possible advice and guidance.Key...

Advisor, Personal

3 months ago

Montreal, Quebec, Canada Desjardins Full time
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.

Job Level

NV-06

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.

General Information on the Position


Main Responsibilities- 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.

Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1

Qualifications:

  • College diploma in a related field
  • A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1101 rue Ste-Catherine Ouest Montréal

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.