Become a Personal Advisor at Desjardins, where you will enhance client relationships and tailor services based on their unique needs. Engage in prospecting and serving clients to drive business success. This role requires you to advise members and clients on specialized products while ensuring their satisfaction.

You will analyze client needs, support retention efforts, and promote tailored solutions. Your interpersonal skills will be crucial for negotiating agreements and representing the organization effectively. Key Responsibilities:

- Establish advisory relationships to identify client needs
- Advise on specialized products and ensure client satisfaction
- Analyze data and prepare reports for decision-making
- Stay updated on industry standards and product offerings
- Support special client requests and follow up as needed Requirements:
- College diploma in a relevant field
- Minimum of two years of relevant experience
- Knowledge of French is essential
- Open to other relevant qualifications and experiences
- Action-oriented with solid customer focus Leverage your interpersonal skills and client-centric approach to enhance member services at Desjardins.

📌 Personal Advisor at Desjardins (Montreal)
🏢 Desjardins Group
📍 Montreal