Advisory Agent – Member and Client Experience

Posted 5 days ago

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About the role

  • Advisory Agent helping Desjardins members with banking transactions, digital tools, fraud issues, and financial products. On-site role serving clients across Capitale-Nationale.

Responsibilities

  • Advise members and customers on banking transactions
  • Promote Desjardins products and services
  • Help members use technological tools safely and independently
  • Welcome members and customers warmly and courteously
  • Quickly ascertain members' and customers' needs and direct them to appropriate individuals or alternative distribution channels
  • 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
  • Collaborate with personal finance advisors to improve service offered to members

Requirements

  • Knowledge of French is required
  • Willingness to work in the financial field regardless of background or academic training
  • Ability to complete tailored training based on skills, ambitions, and level of education

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
  • Tailored training to launch a career that matches your skills, ambitions, and level of education

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

OnsiteQuebec CityCanada

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