Personal Advisor

🔥 1 hour ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1900

🏦 Banking

🛡️ Insurance

💸 Finance

Banking • Insurance • Finance

Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.

📋 Description

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients • Provide service tailored to client needs in accordance with current strategies and practices • Review special requests and promote and sell specialized products and services that meet client needs • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures • Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers • Support current and potential members and clients, represent the organization, and help negotiate agreements with clients • Establish advisory relationships by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products, services, and solutions; analyze and meet special client needs, handle requests, and follow up as needed • Collect, compile, and analyze data; prepare reports and recommendations • Stay current on the latest standards, products, and services in the field

🎯 Requirements

• College diploma in a related field • A minimum of two years of relevant experience • Other combinations of qualifications and relevant experience may be considered • Knowledge of French is required • Action oriented • Customer Focus • Differences • Drive results • Interpersonal Savvy • Nimble learning

🏖️ 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