Advisory Agent, Member and Client Experience
On-site · Montréal, Quebec, Canada
Job Summary
Advisory Agent, Member and Client Experience on-site role in Montréal for Desjardins Group. Responsibilities include supporting members and clients with banking transactions, promoting Desjardins products and services, delivering personalized financial guidance, identifying business opportunities, assisting with fraud or irregularities, and staying current on standards, products, and compliance. Requires high school diploma (or related field), at least two years of relevant experience and Mutual fund representative certificate. French language proficiency and data entry/tech-solution knowledge emphasized. Benefits include competitive salary with annual bonus, pension, comprehensive insurance, telemedicine, and accommodations for recruitment process.
Required Qualifications
- High school diploma or related field
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of Desjardins products and services
- Ability to enter data in systems
- Understanding of security measures, legal frameworks and internal controls
- Experience in customer service or financial services
- Adaptability and tech-savvy skills
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