Personal Advisor

Desjardins

Personal Advisor at Desjardins, developing and maintaining business relationships with clients by providing tailored services and support. Ensuring client satisfaction and promoting specialized products.

Posted 7/10/2026full-timeMontréal • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client advisory skills by identifying needs and ensuring satisfaction, while effectively analyzing data to prepare actionable reports and recommendations. Proficient in maintaining client relationships and staying updated on industry standards and products.

Highest-signal resume keywords

Client AdvisoryData AnalysisCustomer FocusKnowledge of FrenchInterpersonal Savvy

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Action OrientedDrive ResultsNimble Learning

Certifications & Qualifications

General College Diploma

About the role

Key responsibilities & impact

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on products, services and solutions and ensure their satisfaction
Analyze and meet client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Stay on top of the latest standards, products and services in your field

Requirements

What you’ll need

General College diploma in a related field
A minimum of one year 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