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Financial Services Advisor

2 months ago


Montreal, Quebec, Canada Desjardins Full time

Financial Services Advisor

**About the Role**

As a Financial Services Advisor at Desjardins, you will play a key role in providing exceptional service to our members and clients. Your primary responsibility will be to ensure that they have a positive experience with our organization, and that their financial needs are met.

**Key Responsibilities**

* Support members and clients in their financial transactions and operations, providing them with the necessary tools and information to do so independently.
* Contribute to business development and maintain business relationships through service delivery and activities.
* Assist members and clients who have encountered fraud or irregularities, monitoring and processing transactions to settle their cases.
* Stay up-to-date on the latest standards, products, and services in your field.
* Uphold compliance, security, and risk management standards.

**What We Offer**

* Competitive salary and annual bonus
* 4 weeks of flexible vacation starting in the first year
* Defined benefit pension plan that provides predictable, stable income throughout retirement
* Group insurance including telemedicine
* Reimbursement of health and wellness expenses and telework equipment

**What You Bring to the Table**

* High school diploma in a related field
* A minimum of three years of relevant experience
* Knowledge of French is required
* Knowledge of service standards
* Available Monday to Friday, including Thursday evenings until 7 pm