Personal Advisor (Winnipeg)

Personal Advisor (Winnipeg)

11 Sep
|
Jobtailor
|
Winnipeg

11 Sep

Jobtailor

Winnipeg

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 Analyze and meet special client needs, handle requests and follow up as needed Collect, compile and analyze data Prepare reports and recommendations Stay on top of the latest standards, products and services in the field Support current and potential members and clients Represent the organization and help negotiate agreements with clients Prospect for, solicit, develop and maintain business relationships with members and clients Promote and sell specialized products and services that meet client needs Requirements





General college diploma in a related field A minimum of two years of relevant experience Other combinations of qualifications and relevant experience may be considered Knowledge of French is required Action oriented Customer Focus Differences Drive results Interpersonal Savvy Nimble learning Core Competencies

Demonstrates expertise in client relationship management, data analysis, and report preparation while effectively promoting specialized products and services to meet client needs. Proficient in French, with a robust focus on customer satisfaction and results-driven strategies. Highest-signal resume keywords

Client Relationship Management Data Analysis Report Preparation Bilingual in French Customer Focus Soft Skills

Action Oriented Interpersonal Savvy Nimble Learning Drive Results Certifications & Qualifications

General College Diploma Industry Keywords

Client Retention Business Relationships Specialized Products Client Satisfaction Negotiation

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📌 Personal Advisor (Winnipeg)
🏢 Jobtailor
📍 Winnipeg

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