Use financial products, digital tools, and client service skills as a full-time, on-site Advisory Agent at Desjardins. Help members feel welcome and supported.
As a member and client experience advisory agent, you support financial empowerment while promoting Desjardins cooperative values. You advise on products, services, and distribution channels, open accounts, process transactions, and provide personalized solutions. You also identify business opportunities and refer specialized needs to colleagues.
Key Responsibilities:
- Welcome members and clients while listening to their needs
- Advise on financial products, services, and distribution channels
- Open accounts and assist with financial transactions
- Promote applications and technological tools for self-service transactions
- Refer specialized needs and identify business opportunities
Requirements:
- Related high school diploma
- Minimum three years of relevant experience
- Knowledge of French
- Knowledge of Desjardins and competitor financial products
- Knowledge of security measures, legal frameworks, and internal controls
Bring customer focus, digital confidence, and financial services knowledge to personalized member and client support at Desjardins.
Desjardins Financial Services Advisory Agent employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
