Enhance your career at Desjardins as an Advisory Agent in a full-time, in office role. Utilize your expertise to deliver personalized financial solutions and empower clients with essential guidance.
We are seeking an Advisory Agent with at least three years of relevant experience and bilingual proficiency in French and English. You will play a critical role in improving clients' financial literacy, opening accounts, and facilitating transactions. Collaborate with colleagues to offer referrals for specialized services in a compliant and secure manner.
Key Responsibilities:
• Listen to clients and address their financial needs
• Provide advice on available financial products
• Open accounts and process financial transactions
• Identify business prospects for referrals
• Assist clients with technological tools and fraud prevention
Requirements:
• High-school diploma or related qualification
• Three years of relevant experience preferred
• Bilingual in French and English
• Robust communication, customer focus, and adaptability
• Proficiency with digital solutions and tools
Leverage your skills to ensure a seamless financial experience for Desjardins clients.
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