Financial Services Advisor

22 hours ago


Québec, Quebec, Canada Desjardins Full time

## Job Summary

We are seeking a highly skilled and experienced Financial Services Advisor to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and support to our members and clients.

## Key Responsibilities

* Provide personalized support and guidance to members and clients on their banking transactions and financial empowerment
* Promote Desjardins products and services, and the various distribution channels available
* Identify business opportunities and refer members and clients to colleagues who can help them with specialized needs
* Ensure that financial transactions go smoothly, while addressing any issues that may arise
* Stay up-to-date on the latest standards, products, and services in your field

## 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

## Requirements

* 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 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

## What We're Looking For

* Action-oriented and customer-focused individual with excellent communication skills
* Ability to work in a fast-paced environment and adapt to changing situations
* Strong knowledge of financial services and products
* Ability to build strong relationships with members and clients

## Trade Union

Non-unionized



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