Advisory Agent

Advisory Agent focuses on supporting members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.

What the role involves

• Supporting members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
• Maintaining business relationships through service delivery and activities.
• Assisting members and clients who have encountered fraud or irregularities.
• Ensure that they are referred to the appropriate partners.

Skills and requirements

• As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins produc.
• More specifically, you will be required to.
• Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.

Confirmed role details

• The work mode arrangement for the position is full-time Onsite.
• Competitive salary and annual bonus.
• Defined benefit pension plan that provides predictable, stable income throughout retirement.

Additional role context

• Several opportunities are currently available in the Chaudière-Appalaches region.📍.
• You are also an ambassador for digital solutions, helping members to use technological tools safely.
• Contribute to business development.