Advisory Agent, Member and Client Experience

2 days ago

TroisRivières, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site.

As a member and client, experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to :- 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 that they are referred to the appropriate partners.- Stay on top of 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 diplomas in a related field- A minimum of two years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required

Communicates effectively, Situational adaptability, Tech savvy

LI-Onsite

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date

2025-02-7

  • Agent/agente de service client

    1 week ago

    Trois-Rivières, Canada Sce - Ressource De Collaboration Humaine Full time

    Description de l'entrepriseNuméro de permis de la CNESST :AP-2202508 Chez SCE, notre travail est d’accompagner nos clients dans leur processus de recrutement pour des postes issus de multiples secteurs d’activités. Notre rôle consiste à identifier les meilleurs candidats et meilleures candidates pour ces opportunités d’emploi. Notre objectif?...

  • Agent ou Agente de Service Client

    2 weeks ago

    Trois-Rivières, Canada SCE Ressource de collaboration humaine Full time

    Tu aimes le travail de bureau et tu aimerais aussi travailler en équipe dans un milieu dynamique et accueillant? Nous sommes actuellement à la recherche d’agents ou d’agentes de service client **à temps plein** et **à temps partiel**pour joindre notre super équipe. De façon générale, les agents et agentes effectuent la gestion des listes de...

  • Property and Casualty Insurance Agent

    2 days ago

    Trois-Rivières, Canada Desjardins Group Full time

    When you join our team, you'll get paid training to get an AMF certification and pursue a career in property and casualty insurance with Desjardins! PROPERTY AND CASUALTY INSURANCE AGENT Guide. Advise. Build loyalty. Agents help provide the best possible experience during a major life event, like buying a home or vehicle. They assess each client's specific...

  • Agent ou agente en assurance de dommages

    2 weeks ago

    Trois-Rivières, Canada Desjardins Full time

    PROPERTY AND CASUALTY INSURANCE AGENTMake a difference at DesjardinsJoin a team that turns life’s key moments into positive and memorable experiences. Whether our members and clients are buying a car or a home, you’ll play a key role by supporting them with empathy, expertise and professionalism.As a property and casualty insurance agent, your mission is...

  • Agent ou agente en assurance de dommages, Avec permis AMF

    1 week ago

    Trois-Rivières, Canada Desjardins Full time

    Still looking for the perfect workplace? Desjardins Insurance has you COVERED!PROPERTY AND CASUALTY INSURANCE AGENT, WITH AMF LICENCEAgents help provide the best possible experience during a major life event, like buying a home or vehicle. They assess each client's specific needs and help them choose the right coverage. Agents provide and promote our...

  • Property and casualty insurance agent, with AMF licence

    2 days ago

    Trois-Rivières, Canada Desjardins Full time

    Property and casualty insurance agent, with AMF licence Guide. Advise. Build loyalty. Agents help provide the best possible experience during a major life event, such as buying a home or vehicle. They assess each client’s specific needs and help them choose the right coverage. Agents provide and promote our personalized services. Our goal is to build...

  • Property and Casualty Insurance Agent

    2 days ago

    Trois-Rivières, Canada Desjardins Full time

    Join to apply for the Property and Casualty Insurance Agent role at Desjardins.Work from home anywhere in Quebec.When you join our team, you'll receive paid training to obtain an AMF certification and pursue a career in property and casualty insurance with Desjardins.Responsibilities include: guiding clients through major life events such as buying a home or...

  • Agent ou agente en assurance de dommages-FR

    19 hours ago

    Trois-Rivières, Canada Desjardins Full time

    Agent ou agente en assurance de dommages-FR En joignant notre équipe, vous profitez d’une formation rémunérée pour obtenir une certification de l’AMF et ainsi faire carrière en assurance de dommages chez Desjardins! AGENT(E) EN ASSURANCE DE DOMMAGES Accompagner. Conseiller. Fidéliser. L’agent(e) contribue à bonifier l’expérience d’un...

  • Agent(E) - Service Client en Assurance Collective

    3 days ago

    Trois-Rivières, Canada ASQ Consultants Full time

    **Description de l’entreprise**: ASQ Consultants est un cabinet de consultation spécialisé en avantages sociaux et en régimes de retraite. Notre mission est de simplifier la vie de nos clients grâce à un accompagnement professionnel au quotidien. Forts de plus de 20 ans d'expérience, nous desservons près de 300 PME, et nous valorisons le dévouement...

  • Agent(E) Relation Client

    2 weeks ago

    Trois-Rivières, Canada ASQ Consultants inc. Full time

    ASQ Consultants est un cabinet de consultation spécialisé dans les avantages sociaux et les régimes de retraite. Notre mission est de simplifier la vie de nos clients grâce à un accompagnement professionnel quotidien. Forts de plus de 20 ans d'expérience, nous servons près de 300 PME, mettant en avant le dévouement et le potentiel de nos...