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.

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