Advisor, Personal

Desjardins; Montreal West; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Telework options (telework equipment)

Job summary

Desjardins in Montreal West, QC is seeking a Personal Advisor to help members and clients with tailored financial solutions, prospect for new business, and balance sales with prudent risk management. You will analyze client needs, develop personalized plans, and promote integrated product offers.

The role requires French fluency, minimum 3 years of relevant experience, and availability one evening per week.

Qualifications

• Minimum three years of relevant experience.
• Knowledge of French is required.
• Intermediate advanced proficiency in a third language (Portuguese, Spanish, or Mandarin).
• Available to work one evening per week.

Responsibilities

• Establish advisory relationships and identify current and potential needs to support retention.
• Set goals and advise members and clients on the best solutions and strategies.
• Analyze and meet complex client needs, handle requests and follow up as needed.
• Collect, compile and analyze data. Prepare reports and recommendations.
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Skills

Interpersonal savvy

French language proficiency

Multilingual proficiency (Portuguese/6

Education

College diploma in a related field

Job description

Required 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. 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
• Set goals and advise members and clients on the best solutions and strategies
• Analyze and meet complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Required 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. 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
• Set goals and advise members and clients on the best solutions and strategies
• Analyze and meet complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices 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 three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Intermediate advanced proficiency in a third language (Portuguese, Spanish, or Mandarin) due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Available to work one evening per week

Drive results, Interpersonal Savvy

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)