Advisor, Personal

Desjardins • Napierville, QC

6d • Onsite

About The Position

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.

Requirements

• College diploma in a related field
• A minimum of two years of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• 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
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Nice To Haves

• other combinations of qualifications and relevant experience may be considered

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree