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Montréal Personal Advisor Position

Company: Desjardins

Location: montreal (administrative region), London

Posted: June 19, 2026

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Position Details

Elevate your professional journey as a Personal Advisor in Montréal, providing tailored client solutions and enhancing relationships. This full-time on-site role offers competitive benefits.
In this role, you will serve, prospect, and maintain business relationships with clients. You will leverage your two years of experience to analyze client needs and implement tailored solutions. Your interpersonal skills are critical as you drive results and ensure service quality in line with the organization's standards.
Key Responsibilities:
• Assist in developing personalized solutions for clients
• Drive member and client satisfaction through tailored services
• Promote and sell specialized products to meet client needs
• Collect and analyze data for service improvement
• Represent the organization and negotiate client agreements
Requirements:
• Relevant college diploma required
• Two years of experience in a similar role
• Must be bilingual in French
• Will...