Advisor - Personal

May 13, 2022

(Work place: Montréal)

Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-07As 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers.You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential.

General Information on the Position

Other working condition

  • Number of jobs available: 1

Qualifications

  • College diploma in a related field

  • A minimum of 3 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • Hold a the CSC Certification (securities trading course)

  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Proficiency in Word, Powerpoint and Excel in a Windows environment

  • Independent speaker, intermediate knowledge of English

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

Complexe Desjardins Montréal

Trade Union

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée

Unposting Date

2022-05-26

Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert