Advisory Agent, Member and Client Experience

Temporary position for 12 months (On call)

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 :

Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.

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 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

Mutual fund representative certificate – Autorité des marchés financiers

Mutual fund representative certificate from the Ontario Securities Commission

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

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

#LI-Onsite

Trade Union

Non Syndiqué

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

2024-05-23

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