Drive business success as a Personal Advisor with Desjardins. Engage clients with personalized service while promoting specialized solutions tailored to their needs.
This full-time, on-site role requires you to build and maintain strong relationships with clients and members. By analyzing their needs, you will propose integrated service offers that help meet their expectations and objectives. Your ability to balance sales goals with risk management will be key in delivering client satisfaction and business growth.
Key Responsibilities:
• Identify and address client needs through advisory support
• Advise on strategies for optimal solutions
• Handle complex client requests and follow up
• Compile and analyze client data for improved services
• Stay informed of industry trends and practices
Requirements:
• Relevant college diploma required
• At least three years of experience in a similar role
• Fluency in French required
• Strong analytical and relati...