Member Experience & Financial Solutions Advisor

Desjardins

Havre-Saint-Pierre

On-site

CAD 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Competitive salary
4 weeks vacation
Defined benefit pension
Group insurance with telemedicine
Health and wellness reimbursement
Telework equipment

Job summary

Desjardins is seeking a member/client sales and service advisor on-site in Canada. You will welcome and assist members, explain Desjardins products and digital tools, and refer complex needs to colleagues as appropriate.

The role emphasizes compliance, security, and risk management, with a focus on delivering personalized financial solutions and promoting cooperative values across distribution channels.

Qualifications

  • High school diploma or equivalent.
  • Minimum of three years of relevant experience.
  • Knowledge of French is required.
  • Knowledge of Desjardins products and services is required.
  • Knowledge of data integration and information systems.
  • Knowledge of security measures and internal controls.
  • Understanding of cooperative financial services.

Responsibilities

  • Assist members and clients by explaining Desjardins applications and digital tools.
  • Contribute to business development and maintain relationships through service delivery.
  • Support members who encounter fraud or irregularities and process related transactions.
  • Stay updated on standards, products and services in the field.
  • Uphold compliance, security and risk management standards.

Skills

Action oriented
Communicates effectively
Customer Focus
Differences
Nimble learning
Situational adaptability
Tech savvy

Education

High school diploma or equivalent

Job description

Desjardins is seeking a member/client sales and service advisor on-site in Canada. You will welcome and assist members, explain Desjardins products and digital tools, and refer complex needs to colleagues as appropriate.

The role emphasizes compliance, security, and risk management, with a focus on delivering personalized financial solutions and promoting cooperative values across distribution channels.

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