Advisory Agent, Member and Client Experience

Posted 24 minutes ago

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About the role

  • Advisory Agent supporting members and clients at Desjardins, North America's largest cooperative financial group. Providing access to personal, business, wealth management, and insurance services.

Responsibilities

  • Provide advisory services related to member and client experience
  • Support members and clients in the financial sector
  • Discuss career goals with recruiters to identify the opportunity best aligned with the applicant's aspirations
  • Participate in tailored training and development programs
  • Contribute to an organization providing personal services, business services, wealth management, life and health insurance, and property and casualty insurance

Requirements

  • Knowledge of French is required
  • No specific academic qualifications required
  • Applicants from any background are encouraged to apply
  • Interest in building a career in the financial sector

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 and development programs

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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