About This Opportunity: Advisor, Personal (Montreal West)
Desjardins is currently seeking a Advisor, Personal (Montreal West) to join their team in Montreal West.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Overview Temporary position for 12 months. If the temporary position becomes permanent, the selected candidate will then have the opportunity to obtain the position on a permanent basis. Responsibilities As 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. More specifically, you will be required to: Establish an advisory relationship by identifying current and potential needs and supporting client retention Set goals and advise members and clients on the best solutions and strategies Analyze and meet complex client needs, handle requests and follow up as needed Collect, compile and analyze data. Prepare reports and recommendations Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field What we offer Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, reliable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment Benefits apply based on eligibility criteria. What You Bring To The Table College diploma in a related field A minimum of three years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) FCDQ
Position Details
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Location: Montreal West
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Desjardins?Desjardins offers a supportive work environment in Montreal West, where employees can grow and develop their skills. This Advisor, Personal (Montreal West) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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