Financial Services Advisor

23 hours ago

Rimouski, Quebec, Canada Desjardins Full time

As a key member of our team, you will play a vital role in delivering exceptional client experiences and ensuring the satisfaction of our members and clients. This includes creating a welcoming environment, actively listening to their needs, and providing personalized solutions to meet their financial empowerment goals.

As a Financial Services Advisor, you will promote our cooperative values by providing support and guidance on available financial products and services. You will also help clients open accounts, facilitate financial transactions, and identify business opportunities that align with their needs.

Key responsibilities include:

  • Supporting clients in leveraging existing applications and technological tools to manage their financial transactions and operations independently.
  • Contributing to business development and maintaining strong relationships through exceptional service delivery and activities.
  • Assisting clients who have encountered fraud or irregularities, monitoring and processing transactions to resolve their cases.
  • Staying up-to-date on the latest standards, products, and services in your field.
  • Ensuring compliance with security and risk management standards.

To succeed in this role, you will bring:

  • A high school diploma in a related field.
  • A minimum of three 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 transactions.
  • Knowledge of service standards.

We are looking for a candidate who is communicative, adaptable, and tech-savvy, with a strong understanding of the financial services industry and a passion for delivering exceptional client experiences.

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