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Financial Services Advisor

4 weeks ago

Québec, Quebec, Canada Desjardins Full time

The role of a Financial Services Advisor at Desjardins involves providing exceptional client experience and ensuring that members and clients feel welcome and satisfied with the services they receive.

As a key member of our team, you will be responsible for promoting the organization's cooperative values and supporting clients with their banking transactions. You will also be expected to promote all Desjardins products and services, as well as the various distribution channels available.

Key responsibilities include:

  • Supporting clients by informing them about existing applications and technological tools that can help them with transactions and operations.
  • Contributing to business development and maintaining business relationships through service delivery and activities.
  • Assisting clients who have encountered fraud or irregularities, and ensuring they are referred to the appropriate partners.
  • Staying up-to-date with the latest standards, products, and services in your field.
  • Upholding 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 two years of relevant experience
  • 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
  • Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy