In-Branch Client Experience & Financial Advisor

Desjardins Group; Town of Cochrane; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization in Cochrane, Alberta, is seeking a full-time member and client experience advisory agent. In this role, you will support members with technological tools, contribute to business development, and ensure smooth financial transactions. The ideal candidate will have a high school diploma, a minimum of one year of relevant experience, and be proficient in both French and English. This position offers competitive salary, benefits, and opportunities for growth.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Advanced proficiency in French and English.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Support members and clients in using technological tools.
• Contribute to business development and maintain relationships.
• Assist members referred to appropriate partners for fraud or irregularities.
• Adhere to compliance, security, and risk management rules.

Skills

Action oriented

Communicates effectively

Customer Focus

Nimble learning

Situational adaptability

Tech savvy

Education

High school diploma in a related field

Job description

A leading financial services organization in Cochrane, Alberta, is seeking a full-time member and client experience advisory agent. In this role, you will support members with technological tools, contribute to business development, and ensure smooth financial transactions. The ideal candidate will have a high school diploma, a minimum of one year of relevant experience, and be proficient in both French and English. This position offers competitive salary, benefits, and opportunities for growth.