Part-time on-site Desjardins advisor serving caisse members and clients in Jonquière and Alma. Supporting self-service transactions, relationships, fraud referrals, and compliant financial services.
Responsibilities
Support members and clients by informing them about applications and technological tools that enable self-service transactions and operations
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
Stay current with the latest standards, products and services in the field
Uphold compliance, security and risk management standards
Requirements
Knowledge of all counter and convenience products and services
Knowledge of Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Senior business strategy advisor developing plans, business intelligence, and complex initiatives for Desjardins. Advising stakeholders and decision - making bodies on strategic execution and transformation.
Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins. Advising stakeholders and decision - making bodies on complex organizational transformation projects.
Senior pricing advisor developing and optimizing Desjardins products and services. Leading strategic initiatives, profitability analysis and recommendations to decision - making bodies.
Wealth Management Advisor advising Desjardins members, businesses, and owners on investments, financing, insurance, and financial planning. Building relationships and identifying business opportunities in Saint - Jérôme.
Securities Advisor serving Desjardins members through personalized investment advice. Selling mutual funds, ETFs, structured products, and other specialized services.
Securities Advisor serving Desjardins members and clients through personalized investment solutions. Advising on mutual funds, ETFs, structured products, and specialized services.
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