Advisor, Personal

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 appropriate solutions.

• Help colleagues manage their agenda and emails.

• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.

• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.

• Seize business opportunities and participate in sales development initiatives.

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

• Attestation of Collegial Studies

• 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 required

• Advanced proficiency 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.

• Advanced proficiency in a third language (Mandarin, Arabic, Creole, Portuguese, or Spanish) due to the nature of the tasks, work tools, or interactions with partners or clients.

• Understanding of financial documents used in asset management

• Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors

• Knowledge of integrating financial data into systems

• Knowledge of compliance with An Act respecting the distribution of financial products and services

• Understanding of the philosophy and fundamentals of financial services cooperatives

• Knowledge of operating procedures related to investment and financing activities

• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions

• Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing

• Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)

• Knowledge of service standards

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

Unposting Date