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.

📌 Client Solutions Personal Advisor (Blainville)
🏢 Desjardins
📍 Blainville