Advisory Agent Member and Client Experience
3 weeks ago
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 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 :- 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 diplomas 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 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- Available for travel in the Ottawa area and Eastern Ontario- Available to work Saturdays and Thursday evenings.
Communicates effectively, Situational adaptability, Tech savvy
LI-Onsite
Trade Union
Non Syndiqué
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 Family
Member/client sales and service (FG)
Unposting Date
2024-05-17
-
Commercial Real Estate Agent
4 days ago
Ottawa, Canada Marcus And Millichap Full timeMarcus & 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...
-
Commercial Real Estate Agent
4 days ago
Ottawa, Canada Marcus And Millichap Full timeMarcus & 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...
-
Commercial Real Estate Agent
4 days ago
Ottawa, Canada Marcus And Millichap Full timeMarcus & 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
4 days ago
Ottawa, Canada Marcus And Millichap Full timeThe 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
4 days ago
Ottawa, Canada Marcus And Millichap Full timeThe 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
4 days ago
Ottawa, Canada Marcus And Millichap Full timeThe 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...
-
Client Concierge
4 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full timeKevin J Carruthers Insurance Inc. Opening: Client Concierge / Sales Administator Reports To The Job will report to the Agent Job Overview This role of the “Client Concierge / Sales Administrator” is to support our Agency in our efforts to elevate our Client Experience and set us apart from the Competition. Role consists of Greeting Clients that...
-
Client Concierge
5 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time**Kevin J Carruthers Insurance Inc.**: **Opening: Client Concierge / Sales Administator**: **Reports To**: The Job will report to the Agent **Job Overview**: **Responsibilities and Duties**: - Greet Clients that enter our Agency and prepare beverages such as specialty coffees. We offer a monthly “Seasonal” specialty which entails following easy...
-
Client Services Associate
4 weeks ago
Ottawa, Canada Trimaran Advisory Group Ltd. Full timeAdministration and Client Services **Weekly hours: 30 hours/week (4 days a week)** **Hourly rate: $20.00/hour** **Target start date: February 6th, 2023 (to be confirmed)** About the company: Trimaran Advisory Group is a financial family enterprise and legacy advisory firm that specializes in Family Business Succession, Legacy Planning, and Estate and...
-
Senior, Financial Advisory Services
1 month ago
Ottawa, Canada Baker Tilly Full timeFrom its modest beginnings half a century ago, our Chartered Professional Accounting practice has grown to more than 100 partners and professional staff. As the recipient of five Employees’ Choice Awards, our success hinges on our customized approach to meeting our clients’ needs. We provide audit, accounting, tax, entrepreneurial and business advisory...
-
Insurance Account Representative
6 hours ago
Ottawa, Canada Sheldon Carrasco - Desjardins Insurance Agent Full time**Insurance Account Representative - Desjardins Agent Team Member** **Type: Full Time, Permanent / Salary (Negotiable) + Commission** **Area: Ottawa - Nepean (Barrhaven)** **Covid Safety Protocols & Fully Vaccinated Workplace** **What is the opportunity?** The Insurance Account Representative (IAR) plays an important role in our successful Desjardin...
-
Consultant, Digital Advisory
1 month ago
Ottawa, Canada MNP Full timeWhat do you think of when you hear the name MNP? Most likely tax and accounting, but as one of Canada’s largest consulting organizations, we’re so much more! We’re also serious about technology. Make an impact within our Federal Digital Advisory team as a **Consultant, Digital Advisory**. As part of this diverse team of business-savvy problem solvers,...
-
Customer Experience Centre Agent
6 hours ago
Ottawa, Canada Tony Graham Toyota Kanata Full time**Tony Graham Automotive Group** **Job Title **Customer Experience Centre Agent **Report to **CEC Manager **Location **2500 Palladium Dr #600, Kanata, ON K2V 1E2 - On-Site **Employment Status **Full-time permanent **Closing Date** Until Filled **Who We Are?** The Tony Graham Automotive Group (TGAG) is a reputable and established business, close to 50...
-
Consultant, Risk Advisory Services
4 days ago
Ottawa, Canada BDO Full timePutting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...
-
Commercial Real Estate Agent
4 days ago
Ottawa, Canada Marcus & Millichap Full timeMarcus & 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...
-
Insurance Account Representative
3 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time**Insurance Account Representative - Desjardins Agent Team Member**: Location: Orleans, ON **Type: Full Time / Salary + Commission $45,000 - $75,000 Per Year** **Position Overview**: A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. We...
-
Lisenced Insurance Advisor
3 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time**Insurance Account Representative - Desjardins Agent Team Member**: Location: Carling Avenue Ottawa ON Type: Full Time (Starting Compensation Package of $40,000 to $60,000 (Salary, Commission & Bonus Package / MUST HAVE OTL or RIBO License to Qualify) **Position Overview**: Successful Desjardins Agent is seeking a qualified professional to join their...
-
Lisenced Insurance Advisor
4 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full timeInsurance Account Representative - Desjardins Agent Team Member Location: Carling Avenue Ottawa ONType: Full Time (Starting Compensation Package of $40,000 to $60,000 (Salary, Commission & Bonus Package / MUST HAVE OTL or RIBO License to Qualify)Position Overview:Successful Desjardins Agent is seeking a qualified professional to join their winning...
-
Manager Transaction Services
5 days ago
Ottawa, Canada KPMG-Canada Full time**Overview** At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The opportunity Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? Our Transaction Services team...
-
Apex Executive
1 week ago
Ottawa, Canada Association of Professional Executives of the Public Service of Canada (APEX) Full timeSince 1984, The Association of Professional Executives of the Public Service of Canada (APEX) has supported executives through management excellence, professional development and networking, providing services and sharing knowledge. We are a professional Association with a profound sense of community and purpose. At the core of our success is a commitment to...