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Tailored Advisory Role at Desjardins

Company

Role, Inc.

Location

montreal, qc

Posted

July 04, 2026

Position Overview

Join Desjardins as a Personal Advisor where you'll tailor solutions for members and clients. Your role will focus on client satisfaction and developing strong business relationships.

As a Personal Advisor, you will guide clients through specialized services while analyzing their unique needs. With at least two years of experience, your insights will help enhance our service offerings. Your commitment to delivering results and quality services will be key in your advisory role, making a real impact on our member/client experience.

Key Responsibilities:
β€’ Develop advisory relationships to support retention efforts
β€’ Analyze needs and advise on specialized services
β€’ Collect and synthesize client data for reporting
β€’ Stay informed about the latest industry products and standards

Requirements:
β€’ General college diploma in relevant field
β€’ Minimum of two years experience required
β€’ Knowledge of French is essent...

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