Client-Focused Personal Advisor Position
D
Desjardins
📍 châteauguay, qc, Canada
Job Description
Step into a challenging full-time Personal Advisor role with Desjardins. Foster client relationships, provide personalized solutions, and promote specialized services tailored to client needs.
As a Personal Advisor, your primary responsibility will be to serve and support both current and prospective members. You will advise on specialized offerings, analyze client needs, and implement suitable solutions. Your analytical skills will help drive client satisfaction and retention while keeping abreast of industry trends.
Key Responsibilities:
• Develop strong advisory relationships with clients
• Analyze needs and respond to special requests promptly
• Prepare analytical reports and actionable recommendations
• Continuously update knowledge of industry products and standards
Requirements:
• Related college diploma preferred
• At least two years of relevant experience
• Mutual fund representative certificate mandatory
• Proficient in both French and English...
As a Personal Advisor, your primary responsibility will be to serve and support both current and prospective members. You will advise on specialized offerings, analyze client needs, and implement suitable solutions. Your analytical skills will help drive client satisfaction and retention while keeping abreast of industry trends.
Key Responsibilities:
• Develop strong advisory relationships with clients
• Analyze needs and respond to special requests promptly
• Prepare analytical reports and actionable recommendations
• Continuously update knowledge of industry products and standards
Requirements:
• Related college diploma preferred
• At least two years of relevant experience
• Mutual fund representative certificate mandatory
• Proficient in both French and English...