Advisor, Personal

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 speicifically, you will be required to :

• Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.

• Help colleagues manage their agenda and emails.

• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.

• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.

• Seize business opportunities and participate in sales development initiatives.

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-Hybrid

What you bring to the table

• Attestation of Collegial Studies

• 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

• 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.

• Advanced proficiency in a third language (Mandarin, Arabic, Creole, Portuguese, or Spanish) due to the nature of the tasks, work tools, or interactions with partners or clients.

• Understanding of financial documents used in asset management

• Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors

• Knowledge of integrating financial data into systems

• Knowledge of compliance with An Act respecting the distribution of financial products and services

• Understanding of the philosophy and fundamentals of financial services cooperatives

• Knowledge of operating procedures related to investment and financing activities

• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions

• Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing

• Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)

• Knowledge of service standards

Drive results, Interpersonal Savvy

Trade Union (If applicable)