Turn member needs into personalized solutions as a Personal Advisor, advising clients on specialized services while maintaining satisfaction and service quality.
As a Personal Advisor, you will serve, prospect for, solicit, and develop business relationships with members and clients. You will review special requests, promote relevant products, and propose integrated service offers. The position requires current knowledge of standards, products, and services.
Key Responsibilities: Identify needs and support member and client retention
Review special requests and promote specialized offerings
Propose integrated services tailored to client needs
Represent the organization in client interactions
Stay current on standards, products, and services
Requirements: Related college diploma or equivalent relevant experience
Minimum two years of relevant experience
French language knowledge is required
Advanced English proficiency is required
Action-oriented and results-driven approach
Apply client-focused judgment, product knowledge, and relationship development skills to deliver tailored Desjardins member services.

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📌 Client Solutions Personal Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City