Elevate your career as a Personal Advisor at Desjardins, providing specialized services tailored to client needs. Your expertise will help maintain and develop vital business relationships with our clients. This role calls for an experienced Personal Advisor who can advise clients on products and solutions while ensuring their satisfaction.

You will take charge of identifying current needs, promoting tailored services, and analyzing client information to present strategic recommendations. Your proactive approach will be crucial in supporting client retention and driving results. Key Responsibilities:
Identify and support clients' current and potential needs
Advise on specialized products to enhance member satisfaction
Compile and analyze client data for insightful reporting
Promote and sell customized service offers
Keep abreast of industry standards and offerings Requirements:
General college diploma or equivalent education
At least two years of relevant experience
Knowledge of French is essential
Other combinations of experience may be considered Utilize your interpersonal savvy to foster solid relationships with members and clients at Desjardins.

📌 Client Focused Personal Advisor Role Rimouski (Canada)
🏢 Desjardins
📍 Canada