Advisory Agent, Member and Client Experience

Knowledge of all counter and convenience products and services

Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors

Knowledge of integrating data into systems

Knowledge of security measures, legal framework and internal controls

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of operating procedures related to convenience products and services and transactions

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

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As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied.

This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment.

You promote the organization's cooperative values through the support you provide.

You support and advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions.

You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use.

You ensure that financial transactions go smoothly, while addressing any issues that may arise.