Advisor - Personal
2 weeks ago
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
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 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 responsabilities- 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.
Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of job available: 2
**Qualifications**:
- College diploma in a related field- A minimum of 3 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge- Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients- Intermediate knowledge of Spanisj due to the nature of the duties or work tools or because the position involves interactions with Spanish-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
1101 rue Ste-Catherine Ouest Montréal
Trade Union
Non Syndiqué
Unposting Date
2023-02-13
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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