Advisory Agent

2 weeks ago


Ottawa, Ontario, Canada Desjardins Full time
At Desjardins, we believe in equity, diversity and inclusion.

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-03


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 provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' 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

Caisse Desjardins Ontario Credit Union Inc.

serves 137,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 48 branches with close to 840 employees.

Its business volume exceeds $19.8 billion, with assets of more than $11.4 billion, including more than $8.1 billion in individual loans and more than $2.6 billion in business loans.

The caisse's balance sheet savings total is more than $6.6 billion.


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, and ensure that they are referred to the appropriate partners.- Stay on top of the latest standards, products and services in your field.- Uphold compliance, security and risk management standards.

Other working conditions- The work arrangement for the position is full-time on-site work #LI-Onsite- Travel : 5% of the time- Number of jobs available : 1

Qualifications:

  • High school diploma
  • A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Ontario, 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 automated and assisted transactions- Knowledge of service standards- Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with French and English-speaking partners, members and/or clients

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Situational adaptability, Tech savvy

Work Location

4434, rue Innes Unité 4 Orléans (MT)

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.



  • Ottawa, Ontario, Canada ML6 Search + Talent Advisory Full time

    Customer Support Engineer, Plasma Etching - Montreal / OttawaDirect message the job poster from ML6 Search + Talent AdvisoryTechnical Recruitment across North America / Mountain Biker / SkierThe Opportunity:Our client is a leading provider of high-tech products and services for some of the world's most important industrial and research communities. In...


  • Ottawa, Ontario, Canada Marcus & Millichap Full time

    Marcus & Millichap is the industry's largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...

  • Stores Saa Agent

    2 weeks ago


    Ottawa, Ontario, Canada Canadian North Full time

    Our airline is passionate about our mission to meaningfully improve the lives of our people, our customers, and the communities we serve.When you join Canadian North, you are joining a team of highly experienced, dedicated, and caring aviation professionals. We provide essential passenger and cargo services to 25 communities within Nunavut, Nunavik and the...


  • Ottawa, Ontario, Canada Canadian North Full time

    Our airline is passionate about our mission to meaningfully improve the lives of our people, our customers, and the communities we serve.When you join Canadian North, you are joining a team of highly experienced, dedicated, and caring aviation professionals. We provide essential passenger and cargo services to 25 communities within Nunavut, Nunavik and the...


  • Ottawa, Ontario, Canada Welch LLP Full time

    Choose Local, Choose Welch LLPHeadquartered in Ottawa, the key to our successis continually evolving to meet the needs of its employees, clients and the marketplace.With a full suite of professional services, ranging from traditional assurance to expert business advisory, our clients respect and value the firm's expertise and commitment to exceptional...


  • Ottawa, Ontario, Canada Recruiting in Motion Full time

    The role of the Bilingual Talent Acquisition Specialist is to support the Assistant Director â Human Resources in all areas of recruitment. You will be expected to help develop and implement recruitment strategies that meet the corporate deliverables on diversity and inclusive recruitment to attract the best talent for their teams. You will be expected to...

  • Cargo Attendant

    2 weeks ago


    Ottawa, Ontario, Canada Canadian North Full time

    Other Details: Reporting to Manager, Cargo & RampLevel: As per the UNIFOR Collective Agreement In accordance with the UNIFOR Collective AgreementSkills and QualificationsInclude, but not limited to, the following minimum skills and qualifications:High school diploma or equivalent related work experience i.e. warehouse, forklifts, customer service industry,...


  • Ottawa, Ontario, Canada Canadian North Full time

    Other Details: Reporting to Supervisor, Training & StandardsLevel: Non-BargainingSkills and QualificationsInclude, but not limited to, the following minimum skills and qualifications:High School diploma or equivalent related work experience;Two (2) years of previous experience;Supervisory experience in the areas of cargo, passenger service airport, and/or...

  • Cargo Attendant

    2 weeks ago


    Ottawa, Ontario, Canada Canadian North Full time

    Our airline is passionate about our mission to meaningfully improve the lives of our people, our customers, and the communities we serve.When you join Canadian North, you are joining a team of highly experienced, dedicated, and caring aviation professionals. We provide essential passenger and cargo services to 25 communities within Nunavut, Nunavik and the...

  • Underwriter II

    1 month ago


    Ottawa, Ontario, Canada Marsh Full time

    At VICTOR we believe our people are our most important asset. We offer a dynamic & challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. We currently have an opening in our Architects & Engineers Underwriting Department reporting to our Ottawa office for a: Underwriter II...

  • Underwriter II

    4 weeks ago


    Ottawa, Ontario, Canada Marsh Full time

    At VICTOR we believe our people are our most important asset. We offer a dynamic & challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. We currently have an opening in our Architects & Engineers Underwriting Department reporting to our Ottawa office for a: Underwriter II...


  • Ottawa, Ontario, Canada National Research Council Canada Full time

    Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization.We are looking for a Cyber Security Governance and Compliance Advisor to support our Knowledge, Information and Technology Services. Focusing on Cyber Security Governance and Compliance, this...


  • Ottawa, Ontario, Canada Canadian Association of Labour Media Full time

    WE ARE HIRING April 19, 2024 LEGAL COUNSEL/DIRECTOR OF REPRESENTATION SERVICES The AJC is currently seeking a Legal Counsel/Director of Representation Services who is interested in working in a dynamic, small team setting that promotes the value and worth of federal public service lawyers and seeks to improve their working conditions. ABOUT THE AJC The...


  • Ottawa, Ontario, Canada Canadian North Full time

    Our airline is passionate about our mission to meaningfully improve the lives of our people, our customers, and the communities we serve.When you join Canadian North, you are joining a team of highly experienced, dedicated, and caring aviation professionals. We provide essential passenger and cargo services to 25 communities within Nunavut, Nunavik and the...


  • Ottawa, Ontario, Canada Marsh Full time

    Victor Canada is seeking candidates for the following position based in the Ottawa office.Senior Claims Leader, Miscellaneous E&O ClaimsWhat can you expect?Reporting directly to the Managing Director of Claims, you will be responsible for the day-to-day management of the Miscellaneous E&O claims division. This is a critical role to the Claims department and...


  • Ottawa, Ontario, Canada Marsh Full time

    Victor Canada is seeking candidates for the following position based in the Ottawa office.Senior Claims Leader, Miscellaneous E&O ClaimsWhat can you expect?Reporting directly to the Managing Director of Claims, you will be responsible for the day-to-day management of the Miscellaneous E&O claims division. This is a critical role to the Claims department and...


  • Ottawa, Ontario, Canada Canadian North Full time

    Our airline is passionate about our mission to meaningfully improve the lives of our people, our customers, and the communities we serve.When you join Canadian North, you are joining a team of highly experienced, dedicated, and caring aviation professionals. We provide essential passenger and cargo services to 25 communities within Nunavut, Nunavik and the...


  • Ottawa, Ontario, Canada Black Pen Recruitment Full time

    Relocate to Malta D365 Power Platform Technical Architect (Consulting/Big 4) Job Openings Relocate to Malta D365 Power Platform Technical Architect (Consulting/Big 4) About the job Relocate to Malta D365 Power Platform Technical Architect (Consulting/Big 4) Our clients Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft...


  • Ottawa, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. 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...


  • Ottawa, Canada Desjardins Full time

    Temporary position for 18 months (On call) The work mode arrangement for the position is full-time on site As a member and client experience advisory agent at Desjardins Ontario Credit Union , 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...

  • Advisory Agent

    3 weeks ago


    Ottawa, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. 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...


  • Ottawa, Canada Marcus And Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...


  • Ottawa, Canada Marcus And Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...


  • Ottawa, Canada Marcus And Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...


  • Ottawa, Canada Marcus And Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...


  • Ottawa, Canada Marcus And Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...

  • Retail Leasing Agent

    1 month ago


    Ottawa, Canada Marcus And Millichap Full time

    The Ottawa Retail Leasing Team is Hiring!Marcus & Millichapis the industry’s premier firm specializing in investment sales and retail leasing. Established in 1971, we are one of the front-runners in the commercial leasing sector, we’re on a continuous mission to expand our Retail Leasing team across Canada. The Ottawa officeis actively hiring and...

  • Retail Leasing Agent

    1 month ago


    Ottawa, Canada Marcus And Millichap Full time

    The Ottawa Retail Leasing Team is Hiring!Marcus & Millichapis the industry’s premier firm specializing in investment sales and retail leasing. Established in 1971, we are one of the front-runners in the commercial leasing sector, we’re on a continuous mission to expand our Retail Leasing team across Canada. The Ottawa officeis actively hiring and...

  • Retail Leasing Agent

    1 month ago


    Ottawa, Canada Marcus And Millichap Full time

    The Ottawa Retail Leasing Team is Hiring!Marcus & Millichapis the industry’s premier firm specializing in investment sales and retail leasing. Established in 1971, we are one of the front-runners in the commercial leasing sector, we’re on a continuous mission to expand our Retail Leasing team across Canada. The Ottawa officeis actively hiring and...


  • Ottawa, Canada Marcus And Millichap Full time

    The Ottawa Retail Leasing Team is Hiring!Marcus & Millichapis the industry’s premier firm specializing in investment sales and retail leasing. Established in 1971, we are one of the front-runners in the commercial leasing sector, we’re on a continuous mission to expand our Retail Leasing team across Canada. The Ottawa officeis actively hiring and...


  • Ottawa, Canada Marcus And Millichap Full time

    The Ottawa Retail Leasing Team is Hiring!Marcus & Millichapis the industry’s premier firm specializing in investment sales and retail leasing. Established in 1971, we are one of the front-runners in the commercial leasing sector, we’re on a continuous mission to expand our Retail Leasing team across Canada. The Ottawa officeis actively hiring and...


  • Ottawa, Canada ML6 Search + Talent Advisory Full time

    Customer Support Engineer, Plasma Etching - Montreal / OttawaDirect message the job poster from ML6 Search + Talent AdvisoryTechnical Recruitment across North America / Mountain Biker / SkierThe Opportunity:Our client is a leading provider of high-tech products and services for some of the world’s most important industrial and research communities. In...


  • Ottawa, Canada ML6 Search + Talent Advisory Full time

    Customer Support Engineer, Plasma Etching - Montreal / OttawaDirect message the job poster from ML6 Search + Talent AdvisoryTechnical Recruitment across North America / Mountain Biker / SkierThe Opportunity:Our client is a leading provider of high-tech products and services for some of the world’s most important industrial and research communities. In...


  • Ottawa, Canada ML6 Search + Talent Advisory Full time

    Customer Support Engineer, Plasma Etching - Montreal / OttawaDirect message the job poster from ML6 Search + Talent AdvisoryTechnical Recruitment across North America / Mountain Biker / SkierThe Opportunity:Our client is a leading provider of high-tech products and services for some of the world’s most important industrial and research communities. In...


  • Ottawa, Canada ML6 Search + Talent Advisory Full time

    Customer Support Engineer, Plasma Etching - Montreal / OttawaDirect message the job poster from ML6 Search + Talent AdvisoryTechnical Recruitment across North America / Mountain Biker / SkierThe Opportunity:Our client is a leading provider of high-tech products and services for some of the world’s most important industrial and research communities. In...


  • Ottawa, Canada ML6 Search + Talent Advisory Full time

    Customer Support Engineer, Plasma Etching - Montreal / OttawaDirect message the job poster from ML6 Search + Talent AdvisoryTechnical Recruitment across North America / Mountain Biker / SkierThe Opportunity:Our client is a leading provider of high-tech products and services for some of the world’s most important industrial and research communities. In...


  • Ottawa, Canada Marcus & Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...


  • Ottawa, Canada Marcus & Millichap Full time

    Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. Founded in 1971, the firm closed 12,272 transactions in 2022 with a value of approximately $117 billion CAD. Each year, we complete more transactions than our nearest two competitors...