Personal Advisor
Job in
Sherbrooke, Province de Québec, Canada
Listed on 2026-07-07
Listing for:
Desjardins
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
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
- 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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