Client Advisor

1 week ago

Ottawa, Ontario, 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-07


Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.


Desjardins Private Wealth Management offers comprehensive advisory services using a personalized approach to discretionary portfolio management and to taxation and trust services.

The group provides competent, high-calibre support to meet the needs of affluent clients seeking sound wealth management and assistance with estate transfers.

These services are provided by private wealth managers.


Why choose Desjardins? It's simple We offer you a competitive salary as well as incentive programs and performance-based compensation, a comprehensive group insurance plan that meets employee needs, a secure retirement plan, a health and fitness promotion program, and exclusive employee benefits: discounts and preferred rates for some products and offers from Desjardins and our partners.

And lots more


As a client 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.

You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers.

You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current 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- Set goals and advise members and clients on the best solutions and strategies- Analyze and meet complex client needs, handle requests and follow up as needed- Collect, compile and analyze data.

Prepare reports and recommendations- Oversee portfolios.

Assess customer satisfaction and service quality, follow up and make improvements as needed- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field- Support the team of managers by ensuring day-to-day management of client files in accordance with established quality standards as well as analyze and verify written requests, handle complaints, and carry out and control operations- Follow up on transactions, perform and input changes and forward information to the departments concerned.

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

Qualifications:

  • Bachelor's degree 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- Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course- For vacant positions available in Ontario, please note that knowledge of French is required

Specific knowledge- Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1173, chemin Cyrville Bureau 003 Ottawa

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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