Advisor, Personal

3 weeks ago

Lévis QC, 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 business relationships with important 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 complex and diverse needs who have significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex 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 important agreements with clients. You also have many 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 four years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is requiredDrive results, Interpersonal Savvy

LI-Remote

Trade Union

Non-unionized

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

2024-11-13

  • Personal Finance Advisor

    2 weeks ago

    Lévis, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    3 weeks ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Advisor, Personal

    2 months ago

    Montréal, QC, 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 help develop and maintain business relationships with members and clients. You drive results by reviewing special...

  • Personal Finance Advisor

    3 months ago

    Montréal, QC, Canada Desjardins Full time

    Temporary position for 11 months. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...

  • Personal Finance Advisor

    2 months ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    2 months ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    5 days ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Temporary Beauty Advisor

    2 weeks ago

    Lévis, QC, Canada Sephora Full time

    Job ID: 257654 Location: QC-Mega Centre Rive Sud (1606) Address: 625 rue De la Concorde Suites B01 & B05, Lévis, QC G6W 0A9, Canada (CA) Full Time/Part Time: Full Time Position Type: Temporary Who we are behind the stripes: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët...

  • Temporary Beauty Advisor

    3 weeks ago

    Lévis, QC, Canada Sephora Full time

    Job ID: 257654 Location: QC-Mega Centre Rive Sud (1606) Address: 625 rue De la Concorde Suites B01 & B05, Lévis, QC G6W 0A9, Canada (CA) Full Time/Part Time: Full Time Position Type: Temporary Who we are behind the stripes: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët...

  • Personal Finance Advisor

    1 month ago

    Montréal, QC, 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 help develop and maintain business relationships with members and clients. You drive results by reviewing special requests...

  • Banking Advisor

    4 weeks ago

    Lévis, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their...

  • Beauty Advisor

    3 months ago

    Lévis, QC, Canada Sephora Full time

    **Job ID**: 254965 **Location**: QC-Mega Centre Rive Sud (1606) **Address**: 625 rue De la Concorde Suites B01 & B05, Lévis, QC G6W 0A9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Full Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its...

  • Personal Finance Advisor

    3 months ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    2 weeks ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    2 months ago

    Montréal, QC, Canada Desjardins Full time

    Temporary position for 18 months. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...

  • Banking Advisor

    3 weeks ago

    Lévis, Quebec, Canada National Bank Full time

    Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs and resolving complex situations, providing advice and solutions for personal and small business clients, and ensuring client...

  • Personal Finance Advisor

    1 month ago

    Châteauguay, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Banking Advisor

    4 weeks ago

    Lévis, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our customers. You will be responsible for understanding their financial needs and providing tailored solutions to meet their goals.Key Responsibilities:Provide expert advice on personal and...

  • Insurance Advisor, Insurance of Persons

    2 months ago

    Montréal, QC, Canada Gatestone & Co. Inc Full time

    **Insurance Advisor, Insurance of Persons** **Discover Gatestone** Established in 1926, Gatestone has been a trailblazer in providing exceptional outsourced Customer Contact Center and Business Process Outsourcing (BPO) services to world-class organizations, including those among the Fortune 500. We are delighted to announce Gatestone's prestigious...

  • Beauty Advisor

    2 weeks ago

    Lévis, QC, Canada Sephora Full time

    Location: QC-Mega Centre Rive Sud (1606) Address: 625 rue De la Concorde Suites B01 & B05, Lévis, QC G6W 0A9, Canada (CA) Full Time/Part Time: Full Time Position Type: Temporary Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis Vuitton (LVMH) in 1997...