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Desjardins

Advisor

Desjardins

Advisor developing and maintaining business relationships with members and clients. Providing customer service and selling specialized products and services based on member/client needs.

Posted 7/18/2026full-timeRemote • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client advisory skills by identifying needs and providing personalized solutions, while ensuring high levels of customer satisfaction. Proficient in analyzing data to support operational improvements and mitigate risks.

Highest-signal resume keywords
Client Advisory SkillsData AnalysisCustomer FocusBilingual in FrenchInterpersonal Savvy

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills
Effective CommunicationDrive ResultsInterpersonal SavvyTech Savvy
Industry Keywords
Client RetentionOperational RisksPersonalized SolutionsMember SatisfactionSpecialized Products

About the role

Key responsibilities & impact
  • Establish an advisory relationship by identifying current and potential needs and supporting client retention.
  • Advise members and clients on specialized products and services and ensure member/client satisfaction
  • Review client needs and compile and analyze data.
  • Handle requests and follow up as needed
  • Assist members and clients, listen to their needs and propose personalized solutions
  • Help identify your unit’s operational risks and opportunities for improvement
  • Stay on top of the latest standards, products and services in your field

Requirements

What you’ll need
  • College diploma in a related field
  • A minimum of one year of relevant experience
  • Knowledge of French is required
  • Available to work weeknights and Saturdays on a rotating basis
  • Communicates effectively
  • Customer Focus
  • Drive results
  • Interpersonal Savvy
  • Tech savvy

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