Client-Focused Personal Advisor

Position: Desjardins Client-Focused Personal Advisor
Boost client satisfaction as a Personal Advisor us on personalized solutions and nurturing relationships to retain clients and enhance their experiences.

As a Personal Advisor, you will engage with clients to deliver tailored services and specialized advice on products. This two-year experience role includes data analysis, reporting, and ensuring industry compliance while proactively addressing client needs.

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

Foster meaningful client relationships by providing customized solutions at Desjardins.
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