Financial Services Advisor

Build personalized member and client solutions at Desjardins, working full-time on site with financial products, transactions, and digital guidance. Help every interaction run smoothly.

This advisory agent supports Desjardins members and clients by addressing needs, opening accounts, and explaining available services. The work includes promoting distribution channels, identifying business opportunities, and referring specialized requests to colleagues. You also provide transaction support, fraud assistance, and prevention advice.

• Advise members and clients on products and services
• Promote available distribution channels and digital solutions
• Identify business opportunities during service delivery
• Refer specialized needs to appropriate colleagues
• Resolve transaction issues and support fraud cases

• Related high school diploma or equivalent qualifications
• At least three years of relevant experience
• French-language knowledge required
• Knowledge of counter and convenience products
• Knowledge of operating procedures and transaction standards

Use financial services expertise, relationship building, and digital confidence to deliver personalized Desjardins member and client support.