Videos - Personal finance advisors

Advisory Agent, Member and Client Experience

  • The work arrangement for the position is full-time on-site work
  • Québec
    Baie-Saint-Paul
    Pont-Rouge
    Saint-Marc-des-Carrières
    La Malbaie
    Sainte-Anne-de-Beaupré
    Saint-Raymond
    Québec City
  • Full time
  • Regular position
  • R2500850
  • Job Offer

    The work mode arrangement for the position is full-time on site.

    🎈Many opportunities are currently available in the beautiful Capitale-Nationale region.

    As a member and client experience advisory, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

    • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
    • Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
    • 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.
    • Work in collaboration with personal finance advisors and improve the service offered to members

    What we offer*

    • Competitive salary and annual bonus
    • 4 weeks of flexible vacation starting in the first year
    • Defined benefit pension plan that provides predictable, stable income throughout retirement
    • Group insurance including telemedicine
    • Reimbursement of health and wellness expenses and telework equipment

    Benefits apply based on eligibility criteria.

    Curious about this profession? Click here

    #LI-Onsite

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

    If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

    Job Family

    Member/client sales and service (FG)

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    Who we are?

    Desjardins Group is the largest cooperative financial group in North America.We're the choice for over 52,000 employees and we’re named one of Canada’s top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

    Pursuing a career at Desjardins means being part of an organization that puts people first.

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