Personal Advisor
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Job Description
Personal advisor serving Desjardins members and clients through tailored financial products and services. Building relationships, analyzing needs, and recommending specialized solutions.
Responsibilities:
- 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
- Review special requests and promote and sell specialized products and services that meet client needs
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
- Establish advisory relationships by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products, services, and solutions; analyze and meet special client needs, handle requests, and follow up as needed
- Collect, compile, and analyze data; prepare reports and recommendations
- Stay current on the latest standards, products, and services in the field
Requirements:
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits:
- 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
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