Advisory Agent, Member and Client Experience

Desjardins; Chambly; In loco; CAD 42.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Descrizione del lavoro

Relevance is seeking a member/client sales and service professional to enhance the experience of members and clients. You will assist with accounts, transactions, and personalized financial solutions while promoting digital tools and cooperative values.

In this on-site role, you will leverage your customer service background and knowledge of Desjardins products to support various channels and ensure a smooth client journey.

Competenze

• Minimum of three years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services is a plus.
• Knowledge of security measures, legal framework and internal controls.
• Understanding of the philosophy and fundamentals of financial services cooperatives.

Mansioni

• Help members and clients with available financial products and services, and promote distribution channels.
• Open accounts and assist with financial transactions while offering personalized solutions.
• Identify business opportunities and refer members to colleagues for specialized needs.
• Advise on digital tools and ensure transactions run smoothly, addressing issues as needed.

Conoscenze

Customer service

French language

Communication

Problem solving

Formazione

High school diploma or related field

Descrizione del lavoro

The work mode arrangement for the position is full-time on site

As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and advise members and clients on available financial products and services, and promote the various distribution channels available.You open accounts for them and help them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs.You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to:

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

#LI-Onsite

What you bring to the table

• High school diplomas in a related field
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required

• Knowledge of all counter and convenience products and services
• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
• Knowledge of integrating data into systems
• Knowledge of security measures, legal framework and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and transactions
• Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-12