Personal Advisor

Desjardins

. Establish an advisory relationship by identifying current and potential needs and supporting client retention .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client advisory skills by identifying and addressing client needs, ensuring satisfaction, and maintaining business relationships. Proficient in data analysis and report preparation to support decision-making and client engagement.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisBilingual CommunicationCustomer FocusSales and Negotiation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport PreparationClient AdvisoryBusiness DevelopmentProduct Knowledge

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

College Diploma

Industry Keywords

Client RetentionCustomer SatisfactionSpecialized ProductsBusiness RelationshipsNegotiation

About the role

Key responsibilities & impact

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 the field
Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Promote and sell specialized products and services that meet client needs
Represent the organization and help negotiate agreements with clients

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