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Advisor, Personal

🏢
Desjardins
📍 Montréal, Canada
📍
Location Montréal
📅
Posted June 08, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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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 speicifically, you will be required to :

  • Handle client requests. Perform tasks and research as needed, and recommend appro...

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    📍 Location Details

    🌆
    City
    Montréal
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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