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Advisor, Personal
1 week ago
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 serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
You help develop and maintain business relationships with members and clients. 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.
General Information on the Position
Main responsabilities- 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.
Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available: 1
Qualifications:
- College diploma in a related field
- A minimum of 2 years of relevant experience
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Drive results, Interpersonal Savvy
Work Location
1218, rue Notre-Dame 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.
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