Advisor, Personal

3 weeks ago

Montréal, Canada Desjardins Full time

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 develop and maintain personal business relationships with clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your work and initiatives require extensive knowledge of your line of business. 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. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Set goals and advise members and clients on the best solutions and strategies- 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.

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

What you bring to the table- Bachelor's degree 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- Mutual fund representative certificate - Autorité des marchés financiers- Knowledge of French is required

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non Syndiqué

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 Family

Member/client sales and service (FG)

Unposting Date

2024-06-2

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