Advisory Agent, Member and Client Experience

Desjardins Group; Laurentides; On-site; CAD 45,000 - 60,000; Full time

Job summary

A major financial institution located in Laurentides, Quebec, is seeking an advisory agent to enhance the member and client experience. The role involves supporting clients with banking transactions, promoting the use of digital tools, and collaborating with personal finance advisors. Candidates with a passion for financial services, strong interpersonal skills, and a willingness to learn are encouraged to apply. The position offers a competitive salary, annual bonuses, and a comprehensive benefits package, including vacation and a defined benefit pension plan.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience in financial services is valued.
• Willingness to learn and adapt to new technologies.
• Strong interpersonal skills to assist clients.

Responsibilities

• Support members with banking transactions and technological tools.
• Welcome and assess needs of members courteously.
• Contribute to business development and maintain relationships.
• Assist members with issues related to fraud.

Job description

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

Several opportunities are currently available in the Laurentides region.

As an advisory agent, member and client experience, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
• Work in collaboration with personal finance advisors and improve the service offered to members.

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.

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

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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!

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