Full-Time Personal Advisor in Montreal

Become a personal advisor with Desjardins, providing tailored service to members in full-time onsite role. Foster business relationships, analyze needs, and ensure client satisfaction.
As a personal advisor, you will assist clients by developing strong business relationships and understanding their specific needs. You'll promote specialized products and services to meet client expectations while supporting member retention. Excellent interpersonal skills and a client-focused approach are essential for success in this position.
Key Responsibilities:
• Establish advisory relationships to meet client needs
• Advise on specialized products, ensuring satisfaction
• Analyze client needs and handle requests effectively
• Compile and analyze data for reports
• Stay updated on industry standards and services
Requirements:
• College diploma in a relevant field
• Two years of experience in a related role
• Mutual fund representative certificate required
• Fluen...