Personal Advisor

Desjardins

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

Posted 10/30/2026full-timeCanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing tailored solutions. Proficient in data analysis, report preparation, and overseeing portfolios to enhance service quality and client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisPortfolio OversightFrench Language ProficiencyCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data CollectionReport PreparationNeeds AnalysisSolution DevelopmentRisk Management

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Business DevelopmentClient RetentionService QualityIndustry TrendsAdvisory Relationships

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Provide services tailored to client needs in accordance with current strategies and practices
Review complex requests and promote and sell specialized products and services
Balance sales objectives, sound and prudent risk management, profitability, and member/client satisfaction
Analyze member/client needs and help develop and implement personalized solutions
Propose integrated service offers
Advise and assist current and potential members and clients
Represent Desjardins and enter the organization into agreements with clients
Establish and negotiate product and service terms in accordance with current standards and procedures
Establish advisory relationships by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on solutions and strategies
Handle requests and follow up as needed
Collect, compile, and analyze data; prepare reports and recommendations
Oversee portfolios and improve service quality as needed
Monitor the industry for trends, opportunities, and best practices

Requirements

What you’ll need

College diploma in a related field
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Ability to establish and maintain advisory relationships
Ability to analyze complex client needs and requests
Ability to collect, compile and analyze data
Ability to prepare reports and recommendations
Ability to oversee portfolios and assess customer satisfaction and service quality
Knowledge of industry trends, opportunities and best practices
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
Hybrid work arrangement