Financial Services Advisor

Position: Desjardins Financial Services Advisor
Location: Chambly

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.

Key Responsibilities:

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
Requirements:
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.