Advisor, Personal - Montréal, QC HB N

Only for registered members Montréal, QC HB N, Canada

1 week ago

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Job summary

The position of personal advisor involves helping members and clients by providing tailored service in accordance with current strategies and practices. The role requires establishing advisory relationships, analyzing client needs, developing personalized solutions, and promoting specialized products.

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Responsibilities

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Advise members and clients on specialized products services solutions ensure memberclient satisfaction analyze meet special client needs handle requests follow up as needed
  • Collect compile analyze data prepare reports recommendations stay top latest standards products services field

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