Personal Advisor at Desjardins (Montreal West)

Become a key part of Desjardins as a Personal Advisor in a temporary role with potential for permanence. Assist clients by developing tailored solutions and fostering business relationships. This 12-month temporary position involves advising members and clients on personalized strategies and solutions. You will analyze their needs, enhance client satisfaction, and promote specialized products. A focus on sound risk management and achieving results is vital for success in this role. Key Responsibilities: - Establish and maintain advisory relationships with clients - Advise on strategies to best meet client objectives - Analyze complex member/client needs and handle requests - Collect and analyze data to prepare reports - Monitor industry trends and best practices in personal advising Requirements: - College diploma in a related field - Three years of relevant advisory experience - Knowledge of French is required - Solid interpersonal skills for client engagement - Demonstrated ability to drive results in client interactions Leverage your advisory skills and industry knowledge at Desjardins to drive client success. Apply on Kit Job: kitjob.ca/job/2pb8cr