Use client advisory and relationship-building skills as a Personal Advisor at Desjardins, serving members and clients through tailored solutions and service.
This Personal Advisor position focuses on developing and maintaining business relationships with members and clients. You will analyze needs, recommend specialized products and services, manage requests, and support client retention. The work also involves data analysis, reporting, and recommendations.
Key Responsibilities: Establish advisory relationships with current and potential clients
Advise on specialized products, services, and solutions
Analyze needs, handle requests, and follow up
Collect, compile, and analyze data
Prepare reports and recommendations for client needs
Requirements: College diploma in a related field
At least two years of relevant experience
Knowledge of French is required
Advanced English proficiency is required
Interpersonal savvy and customer focus
Bring relationship management, client analysis, and specialized service expertise to Desjardins as a Personal Advisor.

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📌 Desjardins Personal Financial Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City