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Advisor, Personal

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Desjardins
πŸ“ montreal (administrative region), Canada
πŸ“
Location montreal (administrative region)
πŸ“…
Posted June 06, 2026
πŸš—
Commute Local Area
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Job Description

The work mode arrangement for the position is full-time on site.

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:

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πŸ“ Location Details

πŸŒ†
City
montreal (administrative region)
πŸ—ΊοΈ
Country
Canada
πŸš—
Commute
Local Area

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