Advisor, Personal

Desjardins; Lévis; Presencial; CAD 65 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and telework expense reimburse

Resumo da oferta

Desjardins is hiring for a temporary 12-month Personal Advisor position in Lévis, QC. You will build advisory relationships, assess client needs, and promote personalized financial solutions while ensuring satisfaction and aligning with Desjardins’ standards and practices.

The role involves data analysis, reporting, and staying current with product offerings. The position offers competitive salary with an annual bonus, four weeks of flexible vacation, a defined benefit pension, and group

Qualificações

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Available to work Monday through Friday 5:0 p.m., on a rotating basis, according to the established work schedule.

Responsabilidades

• Establish advisory relationships by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products, services and solutions and ensure satisfaction.
• Analyse data, prepare reports and recommendations.
• Stay updated on standards, products and services in the field.

Formação académica

College diploma in a related field

Descrição da oferta de emprego

Temporary 12-month position

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Stay on top of the latest standards, products and services in your field

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Available to work Monday through Friday 5:0 p.m., on a rotating basis, according to the established work schedule
  Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)