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Advisory Agent, Member and Client Experience - Remote

Posted Yesterday
Customer Service
Full Time
Canada

Overview

The Advisory Agent plays a crucial role in enhancing the member and client experience by providing support and advice on banking transactions while promoting the organization’s values.

In Short

  • Full-time on-site role
  • Assist members and clients with banking transactions
  • Promote Desjardins products and services
  • Provide personalized solutions based on client needs
  • Address client issues and ensure smooth financial transactions
  • Stay updated on the latest products and services
  • Adhere to compliance and risk management rules
  • Support business development through service delivery
  • Knowledge of French is required
  • Two years of relevant experience preferred

Requirements

  • High school diploma in a related field
  • Minimum of two years of relevant experience
  • Knowledge of Desjardins products and services
  • Ability to enter data in systems
  • Understanding of financial services cooperatives
  • Knowledge of security measures and internal controls
  • Effective communication skills
  • Customer focus and adaptability
  • Tech-savvy
  • Action-oriented

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses
  • Telework equipment reimbursement

T.P

The Personal

Desjardins Financial Security is part of Desjardins Group, the largest cooperative financial group in North America, serving over 52,000 employees. Recognized as one of Canada's top employers in 2024, Desjardins offers a comprehensive range of financial products and services, including personal and business services, wealth management, and various insurance solutions. The organization is committed to equity, diversity, and inclusion, fostering a positive workplace that values individual differences and promotes accessibility throughout the recruitment process. Pursuing a career at Desjardins means joining a people-first organization dedicated to building strong relationships with its members and clients.

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