Advisor, Personal

January 12, 2021

(Work place: Saint-Joseph-de-Beauce)

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-05As a personal advisor, you help 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 help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs.You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.

General Information on the Position

Main responsibilities

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

  • Advise members and clients on products, services and solutions and ensure their satisfaction

  • Analyze and meet 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 your field.

Other working condition

  • Number of job available : 1


  • College diploma in a related field

  • A minimum of 1 year of relevant experience

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

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

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de Beauce-Centre

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert