- 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

📌 Personal Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City