Personal Advisor

Jobtailor; Quebec; On-site; CAD 52,000 - 72,000; Full time

Job summary

Jobtailor is seeking a client relationship professional in Canada to establish advisory relationships, assess client needs, and support retention. You will advise on specialized products and services, analyze client data, and prepare actionable reports to improve satisfaction and outcomes.

The role emphasizes French language proficiency, strong customer focus, and results-driven collaboration with members and clients.

Qualifications

• General College Diploma.
• A minimum of two 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
• 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 the field
• Support current and potential members and clients
• Represent the organization and help negotiate agreements with clients
• Prospect for, solicit, develop and maintain business relationships with members and clients
• Promote and sell specialized products and services that meet client needs

Skills

Client relationship management

Data analysis

Report preparation

French language required

Customer focus

Action oriented

Interpersonal savvy

Nimble learning

Drive results

Negotiation

Education

General College Diploma

Job description

• 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 the field
• Support current and potential members and clients
• Represent the organization and help negotiate agreements with clients
• Prospect for, solicit, develop and maintain business relationships with members and clients
• Promote and sell specialized products and services that meet client needs

Requirements

• General college diploma in a related field
• A minimum of two 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

Core Competencies

Demonstrates expertise in client relationship management, data analysis, and report preparation while effectively promoting specialized products and services to meet client needs. Proficient in French, with a strong focus on customer satisfaction and results-driven strategies.

Highest-signal resume keywords

• Client Relationship Management
• Data Analysis
• Report Preparation
• Bilingual in French
• Customer Focus

Soft Skills

• Action Oriented
• Interpersonal Savvy
• Nimble Learning
• Drive Results

Certifications & Qualifications

• General College Diploma

Industry Keywords

• Client Retention
• Business Relationships
• Specialized Products
• Client Satisfaction
• Negotiation