Client-Focused Advisory Agent

Position: Client-Focused Advisory Agent Role
Location: Beloeil

Enhance member experiences as a Client-Focused Advisory Agent. This role prioritizes financial empowerment and personalized service to foster client satisfaction.

With a commitment to cooperative values, you will support members by providing advice on financial products, ensuring smooth transactions, and promoting digital solutions. You will also address client needs and identify business opportunities, while staying informed on industry standards and security requirements. This position is ideal for proactive individuals ready to make meaningful contributions.

Key Responsibilities:

• Help members feel welcome and valued

• Support financial empowerment initiatives for clients

• Open accounts and facilitate financial transactions

• Promote cooperative values and digital solutions

• Stay informed on current products and services

Requirements:

• High school diploma in a related field

• Minimum three years of relevant experience

• Proficiency in French required

• Knowledge of Desjardins products and competitors

• Available to work evenings and Saturdays

Bring your expertise in financial services and skills in effective communication to positively impact the member experience.
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