Client-Focused Personal Advisor (Montreal)

Client-Focused Personal Advisor (Montreal)

16 Sep
|
Desjardins Group
|
Montreal

16 Sep

Desjardins Group

Montreal

Join Desjardins as a Personal Advisor where your primary focus will be enhancing member relationships through tailored service solutions. This role emphasizes client satisfaction and effective communication. You will play a pivotal role in advising clients on specialized services and maintaining robust business relationships.

Analyzing client needs and implementing personalized solutions are key components of your responsibilities. Additionally, interpersonal savvy will be critical as you negotiate agreements and promote services. Key Responsibilities:

- Identify and address current and potential client needs
- Provide guidance on specialized products and services
- Compile and analyze client data for tailored solutions
- Remain informed about evolving industry standards
- Manage client requests and ensure follow-up support

Requirements:

- Relevant college diploma
- At least two years of related experience
- French language proficiency is required
- Equivalent qualifications and experience considered
- Results-driven with a commitment to customer service

Utilize your expertise in client relations to make a significant impact at Desjardins.

📌 Client-Focused Personal Advisor (Montreal)
🏢 Desjardins Group
📍 Montreal

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