Personal Advisor

Desjardins

Personal advisor managing business relationships with members and clients at Desjardins. Tailoring service to client needs and ensuring client satisfaction through personalized solutions and product offerings.

Posted 7/3/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, tailored service delivery, and data analysis to drive customer satisfaction and retention. Proficient in developing personalized solutions and monitoring industry trends to enhance service offerings.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisCustomer Satisfaction AssessmentPersonalized Solutions DevelopmentBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data CompilationReport PreparationService Quality ImprovementBusiness DevelopmentPortfolio Management

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedNimble LearningDrive Results

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Client RetentionAdvisory RelationshipIntegrated Service OffersMarket TrendsSpecialized Products

About the role

Key responsibilities & impact

Help 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
Drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs
Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
Advise and assist current and potential members and clients
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on the best solutions and strategies
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Requirements

What you’ll need

College diploma in a related field
A minimum of three years of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning

Benefits

Comp & perks

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 and telework equipment