Use client analysis and relationship-building skills as a Personal Advisor with Desjardins, serving members and clients through tailored financial solutions.

This position develops and maintains business relationships with members and clients. You will review complex requests, promote specialized products and services, and balance sales objectives with prudent risk management. The work also includes personalized solutions and integrated service offers.

Key Responsibilities:

- Establish advisory relationships by identifying needs and supporting client retention
- Set goals and recommend suitable solutions and strategies
- Analyze complex needs, handle requests, and provide follow-up
- Compile data and prepare reports and recommendations
- Oversee portfolios and improve service quality when needed

Requirements:

- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Knowledge of French is required
- Other combinations of qualifications and experience may be considered
- Interpersonal savvy and customer focus

Apply relationship management, client analysis, and personalized advisory skills while representing Desjardins and supporting member satisfaction.

📌 Personal Financial Services Advisor (Canada)
🏢 Desjardins Technology Group
📍 Canada