Advisory Agent in Financial Services

Become an Advisory Agent in Financial Services s full-time, on-site role supports clients and members in navigating their financial journeys.

In this 6-month temporary role, you will be essential in offering personalized advice on digital solutions and financial tools. Empower clients to undertake transactions independently, while ensuring they receive support with fraud or irregularities. Your proactive approach will enhance business development and client relationships.

Key Responsibilities:

• Guide clients on using technological applications

• Support business development through excellent service

• Address fraud cases and ensure proper referrals

• Remain knowledgeable about services and products

• Ensure adherence to compliance and risk management rules

Requirements:

• High-school diploma required

• Minimum two years in a related role

• French language proficiency is crucial

• Knowledge of Desjardins offerings and competitor services

• Effective communicator with a customer-first mentality

Leverage your expertise to foster financial empowerment at Desjardins.
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