Personal Advisor

Desjardins Group; Quebec; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services organization in Canada is seeking a Personal Advisor to foster business relationships with clients. You will provide tailored service and ensure customer satisfaction through expert advice on products and services. Ideal candidates should possess a college diploma and have two years of relevant experience, with advanced knowledge of French and English. The role offers competitive salary, bonuses, flexible vacations, and a strong pension plan among other benefits.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Advanced knowledge of English necessary for client interactions.
• Advanced knowledge of Spanish may be beneficial.

Responsibilities

• Establish an advisory relationship to support client retention.
• Advise clients on specialized products and ensure satisfaction.
• Collect and analyze data to prepare reports.
• Stay updated on standards, products, and services.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

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.

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 require
• Advancedknowledge 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
• Advancedknowledge of Spanish due to the nature of the duties or work tools or because the position involves interactions with Spanish-speaking partners, members and/or clients

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-01-16