Client Advisory Specialist – Personal Solutions

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

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,