Client Experience Agent simplifying investment and personal finance support for Wealthsimple, Canada's leading fintech. Resolving complex client issues across email, chat, and phone.
About the role
- Advisory Agent supporting Desjardins members with financial products, transactions, fraud cases, and digital tools. Delivering personalized service and promoting cooperative financial solutions in Québec.
Responsibilities
- Welcome members and clients, listen to and address their needs, and support their financial empowerment
- Support and advise members and clients on available financial products and services
- Promote available distribution channels and digital solutions
- Open accounts and assist with financial transactions
- Identify business opportunities and refer members and clients to colleagues for specialized needs
- Help members and clients use technological tools and provide prevention and safety advice
- Support members and clients by identifying 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 affected by fraud or irregularities
- Monitor and process transactions required to settle fraud or irregularity cases
- Stay current on standards, products and services
- Uphold compliance, security and risk management standards
Requirements
- High school diplomas in a related field
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of all counter and convenience products and services
- Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of 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 transactions
- Knowledge of service standards
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Desjardins banking advisor improving member and client experiences across Chaudière - Appalaches. Advising on transactions, promoting financial products, and supporting secure digital banking.
Advisory Agent helping Desjardins members with banking transactions, digital tools, and fraud support. Promoting products and services while strengthening member relationships.
Advisory Agent supporting Desjardins credit union members with banking transactions, digital tools, and personalized financial solutions. Promoting products and ensuring compliant, secure service.
Desjardins on - site advisory agent supporting members with banking transactions, financial products, fraud assistance, and digital solutions. Building relationships and identifying personalized service opportunities.
Desjardins member experience advisor supporting clients with banking transactions, fraud assistance, and digital financial tools. Promoting cooperative financial products and personalized services in Gaspé.
Desjardins advisory agent supporting members and clients with financial products, transactions, fraud cases, and digital tools. Promoting cooperative services while delivering personalized, compliant service.
Desjardins advisory agent supporting members with transactions, financial products, fraud cases, and digital tools. Promoting cooperative financial services and personalized solutions on - site.
Desjardins advisory agent supporting members and clients with banking transactions, financial products, fraud assistance, and digital tools. On - site service role in Saint - Anselme, Lévis.
Claims agent processing life and health insurance claims for Desjardins. Handling administrative records, practitioner communications, and disability - management support in a hybrid role.