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
- Member and client advisor helping Desjardins members with banking transactions, digital tools, and fraud-related issues. Promoting financial products while supporting business development and client relationships.
Responsibilities
- Enhance the experience of members and clients by advising them on banking transactions
- Promote Desjardins products and services
- Act as an ambassador for digital solutions and help members use technological tools securely
- Support members and clients by explaining technological tools and applications that enable self-service transactions and operations
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities
- Refer fraud or irregularity cases to appropriate partners
Requirements
- Knowledge of French is required
- Interest in working in the financial services industry
- No specific academic background required; tailored training is provided 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 designed to help you build a career
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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