Advisory Agent serving members and clients for Desjardins, North America’s largest cooperative financial group. Building financial - sector careers through tailored training and development.
About the role
- Desjardins banking advisor supporting members and clients with transactions, financial products, and digital tools. Identifying needs, resolving issues, and referring specialized services.
Responsibilities
- Support members and clients with technological tools and applications for self-service transactions
- 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 on standards, products and services
- Promote Desjardins products, services and distribution channels
- Provide personalized financial guidance and identify business opportunities
- Refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions
- Ensure financial transactions proceed smoothly and resolve issues
- Provide information and support on technological tools, including prevention and safety advice
- Adhere to compliance, security and risk management rules
Requirements
- High school diploma in a related field
- Minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of convenience services products and services
- Knowledge of Desjardins products and services, business centres, distribution networks and channels, and competitors' products and services
- Ability to enter data in systems
- Knowledge of security measures, legal frameworks and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures for convenience products and automated and assisted transactions
- Knowledge of service standards
Benefits
- Equity, Diversity, Inclusion and Accessibility commitments
- Accommodations at any stage in the recruitment process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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