Advisory Agent, Member and Client Experience

Desjardins; Sainte-Claire; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance

Health and wellness expense reimbursement

Job summary

Desjardins is actively seeking individuals for full-time on-site positions in member/client sales and service. The role involves supporting clients in their transactions and operations, contributing to business development, and assisting those facing fraud.

We offer a competitive salary, 4 weeks flexible vacation, comprehensive benefits including a pension plan and health insurance. Desjardins values diversity and inclusion, ensuring a positive workplace for all.

Qualifications

• Experience in customer service or sales roles.
• Ability to assist clients with technology and services.
• Knowledge of financial services preferred.

Responsibilities

• Support members and clients in understanding apps and tools.
• Contribute to business development through service delivery.
• Assist clients facing fraud or irregularities.

Skills

Customer support

Business development

Fraud investigation

Job description

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

Several opportunities are currently available in the Chaudière-Appalaches 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.
• 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.

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.

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)