Advisor, Personal

Desjardins Group; Saint-Jérôme; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

4 weeks vacation starting in firstyear

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Competitive salary and annual bonus

Job summary

Desjardins Group seeks a Personal Advisor to develop and maintain business relationships with members and clients in a hybrid Canadian role. You will provide tailored service, analyze needs, and promote integrated solutions while upholding Desjardins' standards and accessibility commitments.

The role emphasizes equity, diversity and inclusion, bilingual communication, and delivering results in a dynamic financial services environment.

Qualifications

• College diploma in a related field.
• Minimum two years of relevant experience.
• Proficiency in French; advanced English due to duties and partner interactions.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products and services and ensure satisfaction.
• Analyze and meet special client needs, handle requests and follow up.
• Collect, compile and analyze data; prepare reports and recommendations.

Skills

Bilingual (French/English)

Customer focus

Interpersonal Savvy

Nimble learning

Equity, Diversity, Inclusion

Education

College diploma in a related field

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.

#LI-Hybrid

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
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility

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 2026-10-30

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.