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⏰ Full-time

Advisor, Personal Montreal

Desjardins
Location 📍 montreal (administrative region), Canada
Posted 📅 June 14, 2026
Work Type ⏰ Full-time

Position Overview

Overview

The work mode arrangement for the position is full time on site.

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 help develop and maintain business relationships with members and clients.
  • You drive results by reviewing special 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.
  • You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
  • You support current and potential members and clients, represent the organization and help negotiate agreements with clients.

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
montreal (administrative region), Canada