Advisory agent serving Desjardins Ontario Credit Union members with financial products, accounts, transactions and digital tools. Supporting business development, fraud resolution and compliant client service.
About the role
- Advisory Agent supporting Desjardins members with banking transactions, financial products, and digital solutions. Identifying opportunities and referring clients to specialized services.
Responsibilities
- Support members and clients with banking transactions and financial empowerment
- Promote Desjardins products, services, cooperative values, and distribution channels
- Provide personalized solutions and identify business opportunities
- Refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions, technological tools, and applications
- Ensure financial transactions proceed smoothly and address issues
- Provide support to members and clients affected by fraud or irregularities and refer them to appropriate partners
- Contribute to business development and maintain business relationships through service delivery and activities
- Stay current with standards, products, and services
- Follow compliance, security, and risk management rules
Requirements
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Available to travel to the other Caisse service location
- Tech savvy
- Compliance, security, and risk management awareness
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
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Advisory agent serving members and clients at Desjardins, North America’s largest cooperative financial group. Supporting banking transactions, digital tools, personalized solutions, and fraud referrals.
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