Use financial products, digital tools, and client service skills as a full-time, in office Advisory Agent at Desjardins. Help members feel welcome and supported.

As a member and client experience advisory agent, you support financial empowerment while promoting Desjardins cooperative values. You advise on products, services, and distribution channels, open accounts, process transactions, and provide personalized solutions. You also identify business opportunities and refer specialized needs to colleagues.

Key Responsibilities:

- Welcome members and clients while listening to their needs
- Advise on financial products, services, and distribution channels
- Open accounts and assist with financial transactions
- Promote applications and technological tools for self-service transactions
- Refer specialized needs and identify business opportunities

Requirements:

- Related high school diploma
- Minimum three years of relevant experience
- Knowledge of French
- Knowledge of Desjardins and competitor financial products
- Knowledge of security measures, legal frameworks, and internal controls

Bring customer focus, digital confidence, and financial services knowledge to personalized member and client support at Desjardins.

📌 Desjardins Financial Services Advisory Agent (Canada)
🏢 Desjardins
📍 Canada