Serve members and clients full time on site through attentive financial guidance, personalized solutions, and support for digital transactions.
As an advisory agent at Desjardins, you help create welcoming experiences while addressing needs and promoting cooperative values. You advise on financial products, services, distribution channels, and technological tools. You open accounts, process transactions, 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 process members’ financial transactions
- Promote applications and tools for self-service transactions
- Assist with fraud cases and monitor required transactions
Requirements:
- Related high school diploma
- Minimum three years of relevant experience
- Knowledge of French
- Knowledge of products, services, and transaction procedures
- Knowledge of security measures, legal framework, and controls
Bring customer focus, technological confidence, and financial services knowledge to Desjardins’ member and client experience team.