Advisor, Personal

Desjardins; Montreal; On-site; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment

Job summary

Desjardins seeks a Personal Advisor to build and maintain relationships with members and clients, delivering tailored financial solutions and services. You will analyze client needs, promote products, and ensure satisfaction while meeting organizational standards.

The role emphasizes advisory expertise, data analysis, and staying current with market offerings. You will contribute to a team focused on retention, service quality, and growth, participating in a defined benefits pension context,

Qualifications

• Establish advisory relationships by identifying client needs and supporting retention.
• Advise members on specialized products, services and solutions while ensuring satisfaction.
• Collect, analyze data and prepare reports for recommendations.
• Stay updated on latest standards, products and services in the field.

Responsibilities

• 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

Skills

Advisory relationship

Customer focus

Interpersonal savvy

Sales skills

Education

College diploma (related field)

Mutual fund representative certificate (AMF)

Job description

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
• Mutual fund representative certificate - Autorité des marchés financiers
• Knowledge of French is required
  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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-5