Publié il y a 5 jours
Advisor, Personal
@ Desjardins Financial Security
Lévis, Québec
En bref
Desjardins Financial Security is hiring a full-time personal advisor on a temporary 12-month contract. The role advises members and clients on specialized products and services, builds advisory relationships, and analyzes data to prepare reports and recommendations. The posting requires college-level education, at least two years of relevant experience, and French, with rotating weekday evening availability and a benefits package including a defined benefit pension.
Responsabilités :
- Établir des relations de conseil et soutenir la rétention de la clientèle
- Conseiller les membres sur des produits et services spécialisés
- Analyser les besoins et proposer des solutions personnalisées
- Recueillir et analyser des données, préparer des rapports
- Se tenir à jour sur les normes et produits du secteur
Résumé des exigences :
- Diplôme collégial dans un domaine connexe
- Minimum de deux ans d'expérience pertinente
- Connaissance du français requise
- Disponibilité du lundi au vendredi, à 17 h, sur un horaire rotatif
- Savoir-être interpersonnel et orientation client
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-11-04
- Première détection par notre source
- 2026-11-05
- Mise à jour du dossier source
- 2026-11-05
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Service à la clientèle |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Horaire | soir |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | French, English |
| Formation | Collégial (DEC) (exigé) |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Prime de rendement, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Desjardins Financial Security
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- Abonnés LinkedIn
- 379 882
- Personnes associées sur LinkedIn
- 43 673
- Bureaux déclarés
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Catégories d’activité
- Banking
- InsurTech
- Insurance
- Financial Services
- Autres noms enregistrés
- Desjardins
- Spécialités
- Services financiers
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Lévis, Québec |
| Type d’organisation | Privately Held |
| Spécialités | Services financiers |
| Offres sur Jobsy | 47 |
| Voir la page |
Temporary 12-month position
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. 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
- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special 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
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, stable 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 two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Available to work Monday through Friday 5:00 p.m., on a rotating basis, according to the established work schedule
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-15Journal
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