Advisor - Personal - #8986711


Date: 2022-11-24
Contract type: Full time
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 Level NV-07 As a personal Advisor, you help serve, prospect for, 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction

You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers

You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential General Information on the Position Main responsibilities
  • 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
  • Analyze and meet complex client needs, handle requests and follow up as needed
  • 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
Other working condition
  • Number of jobs available : 1
  • General college diploma in a related field
  • A minimum of 3 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
  • For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge Proficiency in Word, PowerPoint and Excel in a Windows environment Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning Key competencies for the job Communicates effectively, Drive results, Interpersonal Savvy Work Location 2828, boulevard Laurier Québec Trade Union FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée Unposting Date 2022-12-7 Job Family Member/client sales and service (FG) Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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