Personal Advisor serving Desjardins members and clients through relationship development, complex needs analysis, and tailored financial solutions. This temporary 12-month position supports client retention and business growth.
As a Personal Advisor, you serve, prospect for, solicit, and develop business relationships with members and clients. You provide personalized solutions, promote specialized products and services, and balance sales objectives, risk management, profitability, and satisfaction. The position requires a college diploma in a related field, three years of relevant experience, and French.
Key Responsibilities: Establish advisory relationships and identify current and potential client needs
Set goals and recommend appropriate solutions and strategies




Analyze complex requests and follow up with clients
Prepare reports and recommendations from analyzed data
Oversee portfolios and improve service quality when needed
Requirements: College diploma in a related field
Minimum three years of relevant experience
French language knowledge is required
Other qualification and experience combinations may be considered
Interpersonal savvy and action-oriented approach
Apply personal advisory, client relationship, and complex needs analysis skills to support Desjardins members and clients.

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