Current jobs related to Advisory Agent - Montreal, Quebec - Desjardins
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
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Montreal, Quebec, Canada Desjardins Full timeThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key ResponsibilitiesProvide personalized support to members and clients, ensuring they feel welcome and valued.Listen to and...
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Montreal, Quebec, Canada Desjardins Full timeThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key ResponsibilitiesProvide personalized support to members and clients, ensuring they feel welcome and valued.Listen to and...
Advisory Agent
3 months ago
We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.
At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.Job Level
NV-04
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied.
This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment.
You promote the organization's cooperative values through the support you provide.
You support and advise members and clients on available financial products and services, and promote the various distribution channels available.
You open accounts for them and help them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions.
You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs.You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety.
General Information on the Position
- Main Responsibilities
- Contribute to business development and maintain business relationships through service delivery and activities.
- Assist members and clients who have encountered fraud or irregularities. Monitor and process transactions required to settle their cases.
- Stay on top of the latest standards, products and services in your field.
- Uphold compliance, security and risk management standards
Other working conditions
- Workplace:
The work arrangement for the position is full-time on-site work #LI-Onsite Number of jobs available : 2- Qualifications- High school diplomas A minimum of 3 years of relevant experience- Please note that other combinaisons of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required- Specific knowledge- Knowledge of all counter and convenience products and services Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors Knowledge of integrating data into systems Knowledge of security measures, legal framework and internal controls Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of operating procedures related to convenience products and services and transactions Knowledge of service standards Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with -speaking partners, members and/or clients.
Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Situational adaptability, Tech savvy
Work Location
Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent
Trade Union
Non Syndiqué
Unposting Date
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.
It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
