Personal Advisor developing business relationships and assisting clients with tailored products and services. Ensuring member satisfaction and staying updated on industry standards.
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
Requirements
General College diploma in a related field
A minimum of one year of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
Benefits
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
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