Advisory Agent

1 month ago

SaintAnselme, Quebec, Canada Desjardins Full time
Job Title: Advisory Agent

The 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 members and clients by informing them about existing applications and technological tools that can help them with transactions and operations.
  • 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 they are referred to the appropriate partners.
  • Stay up-to-date on the latest standards, products, and services in the 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 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 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

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