Deliver attentive financial service onsite by addressing client needs, completing transactions, and recommending personalized solutions. French knowledge is required for this role.
Desjardins seeks a member and client experience advisory agent with at least three years of relevant experience. You support financial empowerment through account opening, product and service advice, and transaction assistance. You also identify opportunities and connect clients with colleagues for specialized support.
Key Responsibilities: Address member and client needs through attentive service
Recommend personalized financial products and services
Promote available distribution channels and digital solutions
Ensure financial transactions proceed smoothly
Provide prevention, safety, and technology guidance
Requirements: Related-field high school diploma
At least three years of relevant experience
Required knowledge of French
Understanding of cooperative financial services fundamentals
Knowledge of service standards and operating procedures
Use customer focus, effective communication, and financial services knowledge to create satisfying Desjardins experiences onsite.

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📌 Financial Services Client Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City