Current jobs related to Advisory Agent - SaintSauveur - Desjardins Group

  • Advisory Agent

    1 month ago

    Saint-Anselme, Quebec, Canada Desjardins Full time

    Job Title: Advisory AgentThe role of an Advisory Agent at Desjardins is to provide exceptional client experience and ensure that members and clients feel welcome and satisfied. This involves listening to and addressing their needs, helping them with their financial empowerment, and promoting the organization's cooperative values.Key Responsibilities:Support...

  • Advisory Agent

    1 month ago

    Saint-Anselme, Quebec, Canada Desjardins Full time

    Job Title: Advisory AgentThe role of an Advisory Agent at Desjardins is to provide exceptional client experience and ensure that members and clients feel welcome and satisfied. This involves listening to and addressing their needs, helping them with their financial empowerment, and promoting the organization's cooperative values.Key Responsibilities:Support...

  • Member and Client, Experience Advisory Agent

    2 months ago

    Saint-apollinaire, Canada Desjardins Full time

    Temporary position for 12 months (On call). The work mode arrangement for the position is full-time on site. 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...

  • Advisory Agent, Member and Client Experience

    2 months ago

    Saint-pascal, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. 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...

  • Advisory Agent, Member and Client Experience

    3 months ago

    Saint-donat, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site 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...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Saint-Bruno-de-Montarville, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. 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...

  • Advisory Agent, Member and Client Experience

    2 months ago

    Saint-Jean-de-Matha, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. 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...

  • Advisory Agent, Member and Client Experience

    2 months ago

    Saint-Marc-des-Carrières, QC, Canada Desjardins Full time

    Temporary position for 12 months (On call). The work mode arrangement for the position is full-time on site. 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...

  • Financial Services Advisor

    3 weeks ago

    Saint-Anselme, Quebec, Canada Desjardins Full time

    Job Title: Agent-conseil ou agente-conseil, Expérience membre et clientThe role of a member and client experience advisory agent is to provide exceptional support to members and clients, ensuring they have a positive experience with Desjardins. This includes welcoming them, listening to their needs, and addressing their concerns. The agent will also help...

  • Financial Services Professional

    4 days ago

    Saint-Anselme, Quebec, Canada Desjardins Full time

    You will be focused on delivering exceptional customer service and providing high-quality financial solutions tailored to the needs of our members.Main role in the caisse network:Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing, and insurance products.Key positions and brief descriptions of...

  • Managing Director

    5 months ago

    Saint John, Canada Circular Materials Full time

    OVERVIEW - The CM Atlantic Managing Director is responsible for the efficient and cost effective management of the provincial Program office and staff as well as the CM NB program as the PPP delivery agent to the residents of NB. The MD is the primary interface between the national and local office. The MD in conjunction with the national office, is also...

Advisory Agent

3 months ago

SaintSauveur, Canada Desjardins Group Full time

Temporary position of indeterminate duration (On call)

The work mode arrangement for the position is full-time on site.

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. More specifically, you will be required to:

  • Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.
  • 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.

What you bring to the table

  • High school diploma in a related field.
  • A minimum of two years of relevant experience.
  • Please note that other combinations of qualifications and relevant experience may be considered.
  • Knowledge of French is required.
  • 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 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.
  • Available to work in the Caisse's two service outlets.

Communicates effectively, situational adaptability, tech-savvy.

Trade Union

Non-unionized

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

2024-09-30

#J-18808-Ljbffr