Advisor, Personal

Posted 8 Hours Ago
Be an Early Applicant
Desjardins Road, Drummond, NB
Entry level
Fintech • Payments • Financial Services
The Role
As a Personal Advisor, you will build and maintain relationships with clients, advise them on products and services, ensure satisfaction, and analyze needs. You will also compile data and prepare reports. The role requires interpersonal skills and a strong knowledge of client needs.
Summary Generated by Built In

The work mode arrangement for the position is full-time on site.

As a personal advisor, you help solicit and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices.You help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to :

  • 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.

What we offer*

  • 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

Benefits apply based on eligibility criteria.

What you bring to the table

  • General college diploma in a related field

  • A minimum of one year of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

  • Knowledge of the new arrival process

  • Knowledge of the Pierre Elliott Trudeau airport environment ✈️

  • Available to work at Montreal Airport from 8am to 8pm, Monday to Sunday over 4 days

Drive results, Interpersonal Savvy

#LI-Onsite

Trade Union

Non-unionized

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2024-12-2

The Company
Calgary, AB
40,858 Employees
On-site Workplace

What We Do

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News

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