Member Experience Advisor: Financial Empowerment

Desjardins; Mont-Joli; Vor Ort; CAD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Four weeks vacation

Pension plan

Group insurance

Telemedicine

Telework equipment

Zusammenfassung

Desjardins in Mont-Joli, QC, is seeking a member/client experience advisory agent for a full-time on-site position. You will help members and clients feel welcome, listen to their needs, and support financial empowerment while promoting Desjardins products and services.

You will advise on banking transactions, stay updated on standards and security, and refer specialized needs to colleagues. The role emphasizes equity, diversity, and accessibility, with a comprehensive benefits package and

Qualifikationen

• High school diploma or equivalent.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Aufgaben

• Support members and clients by telling them about technological tools and applications 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.
• Stay on top of the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

Kenntnisse

Customer service

Communication skills

Tech-savvy

French required

Sales orientation

Ausbildung

High school diploma or equivalent

Mutual fund representative certificate – Autorité des marchés financiers

Jobbeschreibung

Desjardins in Mont-Joli, QC, is seeking a member/client experience advisory agent for a full-time on-site position. You will help members and clients feel welcome, listen to their needs, and support financial empowerment while promoting Desjardins products and services.

You will advise on banking transactions, stay updated on standards and security, and refer specialized needs to colleagues. The role emphasizes equity, diversity, and accessibility, with a comprehensive benefits package and