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 needsAdvise on specialized products to enhance member satisfactionCompile and analyze client data for insightful reportingPromote and sell customized service offersKeep abreast of industry standards and offeringsRequirements:General college diploma or equivalent educationAt least two years of relevant experienceKnowledge of French is essentialOther combinations of experience may be consideredUtilize your interpersonal savvy to foster robust relationships with members and clients at Desjardins.

📌 Client-Focused Personal Advisor Role (Quebec City)
🏢 Desjardins
📍 Quebec City