Personal Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Build an advisory relationship by recognizing current and potential needs to foster client retention.

• Provide guidance to members and clients regarding specialized products, services, and solutions while ensuring satisfaction.

• Assess and fulfill unique client requirements, managing requests and conducting follow-ups as necessary.

• Gather, compile, and analyze pertinent data.

• Create reports and provide recommendations.

• Keep abreast of the latest standards, products, and services in your area of expertise.

⛳️ Requirements

• A college diploma in a related discipline.

• At least two years of applicable experience.

• Proficiency in French is mandatory.

🏝️ Benefits

• Competitive salary along with an annual bonus.

• Four weeks of flexible vacation starting in the first year.

• Defined benefit pension plan that ensures predictable, stable income during retirement.

• Group insurance coverage, including telemedicine services.

• Reimbursement for health and wellness expenses.