Advisory Agent, Member and Client Experience

Desjardins; Sainte-Agathe-des-Monts; On-site; CAD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins is hiring for a full-time, on-site position in Sainte-Agathe-des-Monts, focusing on member and client sales and service. The role involves assisting members with financial transactions, welcoming clients, and collaborating with personal finance advisors.

Benefits include a competitive salary, annual bonus, flexible vacation, and a defined benefit pension plan. If you are passionate about financial services, apply to join Desjardins and be part of a diverse workplace committed to equity and inclusion.

Qualifications

• Strong ability to support clients and members in using technology for transactions.
• Experience in welcoming clients and assessing their needs.
• Capability to assist in fraud detection and resolution.

Responsibilities

• Support members in using existing applications and technology.
• Direct clients to appropriate resources and services.
• Collaborate with personal finance advisors.

Skills

Customer service

Financial services knowledge

Communication skills

Job description

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

Several opportunities are currently available in the Laurentides region.

Required

• 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.

Curious about this profession? Click here

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!

Job Family

Member/client sales and service (FG)