Desjardins seeks a Personal Advisor to build and maintain relationships with members and clients, delivering tailored financial solutions and services. You will analyze client needs, promote products, and ensure satisfaction while meeting organizational standards.
The role emphasizes advisory expertise, data analysis, and staying current with market offerings. You will contribute to a team focused on retention, service quality, and growth, participating in a defined advantages pension context,
📌 Client Advisory Specialist – Personal Solutions (Montreal)
🏢 Desjardins
📍 Montreal
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.