Elevate member and client experiences with Desjardins as a full time Advisory Agent. Focus on personalized solutions while promoting financial empowerment and cooperative values.

As an Advisory Agent, you will ensure members and clients feel welcomed by attentively addressing their needs. Your role includes providing advisors about banking transactions and Desjardins products. Additionally, you identify business opportunities and refer clients to specialized colleagues while being a digital solutions ambassador.

Key Responsibilities:
• Support members with technological tools for transactions
• Contribute to business development through excellent service
• Assist members facing fraud, ensuring appropriate referrals
• Stay updated on financial products and compliance
• Follow security and risk management protocols

Requirements:
• High school diploma in a related field
• Minimum two years relevant experience required
• Mutual fund representative certificate preferred
• French language proficiency necessary
• Tech-savvy with strong communication skills

Bring your customer focus, adaptability, and action-oriented mindset to enhance client experiences at Desjardins.
#J-18808-Ljbffr

📌 Full-Time Advisory Agent at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City