Advisor, Personal

Desjardins; Quebec; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment

Job summary

Desjardins is hiring a temporary 12-month Personal Advisor in Canada to build advisory relationships, assess client needs, and promote tailored financial solutions. The role focuses on delivering personalized service while balancing sales objectives with risk management and client satisfaction.

The position requires a college diploma and at least three years of relevant experience, with French language proficiency and strong interpersonal skills.

Qualifications

• College diploma in a related field.
• A minimum of three years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

Responsibilities

• 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.

Skills

Interpersonal Savvy

French language

Action oriented

Customer Focus

Drive results

Nimble learning

Education

College diploma in a related field

Job description

Temporary 12- Month Position

Should the temporary position become permanent, the selected candidate may have the opportunity to obtain the position on a permanent basis

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide services 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
  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)

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée (00008) (2015-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-6