Advisor, Personal

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

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 help develop and maintain business relationships with members and clients. You drive results by reviewing special 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. You help analyze member / client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. 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 specialized products, services and solutions and ensure member / client satisfaction. Analyze and meet special 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

#LI-Onsite

What you bring to the table

College diploma in a related field

A minimum of two years of relevant experience

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

Knowledge of French is required

Available for travel in the Montréal area, up to 60 km from your place of residence

Available to work one evening per week

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)