Personal Advisor

Position: Personal Advisor At Desjardins
Enhance client relationships as a Personal Advisor with Desjardins, focusing on personalized solutions and client satisfaction. This role involves prospecting, soliciting, and developing tailored services for members and clients. As a Personal Advisor, you will leverage your interpersonal skills and relevant experience to serve and retain clients effectively.
With a minimum of two years of experience, you will provide specialized advice on products and services, address client needs, and drive satisfaction. This position also involves data analysis and reporting, ensuring compliance with industry standards.

Key Responsibilities   Establish and maintain advisory relationships with clients
Analyze and address special client needs proactively
Collect, compile, and analyze relevant data
Prepare insightful reports and recommendations
Stay updated on the latest products and services
Requirements   College diploma in a related field
Minimum two years of relevant experience
Knowledge of French required
Willingness to travel occasionally to Downtown Montreal
Solid customer focus and interpersonal skills
Utilize your expertise in client service and customized solutions to foster relationships at Desjardins.

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