Member Experience Advisor: Financial Tools & Service

Desjardins Group; Mont-Joli; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of vacation starting in first

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and telework

Job summary

Desjardins Group in Canada is seeking a client experience advisory agent to help members and clients with banking transactions, using digital tools, and promoting Desjardins products. You will listen to needs, offer personalized solutions, support business growth, and ensure compliance and risk management, while staying current with products and services.

The role emphasizes equity and inclusion with a focus on customer focus, adaptability, and tech-savvy problem solving, including competitive

Qualifications

• High school diploma or equivalent.
• At least two years of relevant experience.
• Mutual fund representative certificate (AMF) required.
• French language proficiency required.

Responsibilities

• Assist members and clients with banking transactions and use of digital tools.
• Promote Desjardins products and services and refer to specialists when needed.
• Identify opportunities and support business development through service delivery.
• Adhere to compliance, security and risk management rules.

Skills

Communication

Customer focus

Tech savviness

Adaptability

French language

Education

High school diploma

Mutual fund certificate (AMF)

Job description

Desjardins Group in Canada is seeking a client experience advisory agent to help members and clients with banking transactions, using digital tools, and promoting Desjardins products. You will listen to needs, offer personalized solutions, support business growth, and ensure compliance and risk management, while staying current with products and services.

The role emphasizes equity and inclusion with a focus on customer focus, adaptability, and tech-savvy problem solving, including competitive