Onsite Member & Client Experience Advisor

Relevance; Mont-Joli; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance incl telemedicine

Health and wellness expenses reimb.

Job summary

Desjardins is seeking a member/client advisory agent to help ensure members and clients are satisfied, feel welcome, and receive personalized solutions. You will promote Desjardins products, assist with banking transactions, listen to needs, and refer clients to colleagues for specialized help.

This full-time, on-site role emphasizes compliance, security and risk management, and ongoing learning about the latest standards, products, and services.

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• 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.

Skills

Action oriented

Communicates effectively

Customer focus

Tech savvy

Situational adaptability

Nimble learning

Education

High school diploma in related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a member/client advisory agent to help ensure members and clients are satisfied, feel welcome, and receive personalized solutions. You will promote Desjardins products, assist with banking transactions, listen to needs, and refer clients to colleagues for specialized help.

This full-time, on-site role emphasizes compliance, security and risk management, and ongoing learning about the latest standards, products, and services.