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
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