Personal Advisor

Desjardins

. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .

Posted 10/9/2026full-timeSaint-Jérôme • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, providing tailored solutions, and ensuring high levels of client satisfaction. Proficient in analyzing client needs and developing integrated service offers while maintaining up-to-date knowledge of industry standards and products.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisBilingual (French and English)Customer FocusInterpersonal Savvy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport PreparationClient Needs AssessmentSolution DevelopmentProduct Knowledge

Soft Skills

Action OrientedDrive ResultsNimble Learning

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Client SatisfactionBusiness DevelopmentService QualityAdvisory RelationshipsNegotiation

About the role

Key responsibilities & impact

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

What you’ll need

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
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

Benefits

Comp & perks

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
Benefits apply based on eligibility criteria.