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Desjardins

Personal Advisor

Desjardins

Personal advisor managing business relationships with members and clients at Desjardins. Tailoring service to client needs and ensuring client satisfaction through personalized solutions and product offerings.

Posted 7/3/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
  • Provide service tailored to client needs in accordance with current strategies and practices
  • Drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs
  • Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
  • Advise and assist current and potential members and clients
  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Set goals and advise members and clients on the best solutions and strategies
  • Collect, compile and analyze data. Prepare reports and recommendations
  • Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Requirements

What you’ll need
  • College diploma in a related field
  • A minimum of three years of relevant experience
  • Knowledge of French is required
  • Action oriented
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Data CompilationReport PreparationService Quality ImprovementBusiness DevelopmentPortfolio Management
Soft Skills
Customer FocusInterpersonal SavvyAction OrientedNimble LearningDrive Results
Certifications
College Diploma in Related Field