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.

📌 Financial Services Client Advisor (Canada)
🏢 Desjardins
📍 Canada