Talent.com
Desjardins
Advisory Agent, Member and Client ExperienceDesjardins • Caisse Desjardins du Centre de Lotbinière
Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

Desjardins • Caisse Desjardins du Centre de Lotbinière
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

The work mode arrangement for the position is full-time on site.

Several opportunities are currently available in the Chaudière-Appalaches region.📍

As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own

  • Contribute to business development and maintain business relationships through service delivery and activities

  • Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

What we offer*

  • Competitive salary and annual bonus

  • 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

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

#LI-Onsite

Créer une alerte emploi pour cette recherche

Advisory Agent, Member and Client Experience • Caisse Desjardins du Centre de Lotbinière

Offres similaires

Advisor, Client Experience

LGI Healthcare SolutionsMontreal (administrative region), QC, CA
Temps plein

With 40 years of expertise, LGI Healthcare Solutions develops technological software for the healthcare network.We specialize in providing solutions for clinical, financial and material management,... Voir plus

 • Offre sponsorisée

Wellness Membership Advisor

Nautilus PlusMontreal, Montreal (administrative region), CA
Temps plein

A leading fitness service provider in Montreal is looking for a Sales Representative to greet clients and provide customer service.The ideal candidate will have experience in sales, strong communic... Voir plus

 • Offre sponsorisée

Remote Private Client Advisor — Uncapped Earnings

Capital Markets Advisors LLCMontreal (administrative region), QC, CA
Télétravail
Temps plein

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada.This remote role offers warm leads and emphasizes sales without portfolio manag... Voir plus

 • Offre sponsorisée

Member/Client Solutions & Service Advisor

DesjardinsMontreal West, QC, CA
Temps partiel

A major financial institution in Montreal West is seeking a part-time Advisor for Member/client sales and service.The ideal candidate will possess a college diploma and have experience in customer ... Voir plus

 • Offre sponsorisée

Community Host & Member Experience Lead

WeWorkMontreal West, QC, CA
Temps plein

A leading flexible workspace provider in Montreal West is seeking a Community Associate.This role involves being the primary contact for community members, overseeing front desk operations, and pro... Voir plus

 • Offre sponsorisée

Client Integration Advisor

Banque Nationale du CanadaMontreal (administrative region), QC, CA
Temps plein

Bank’s systems while supporting the delivery of a high‑quality client experience.In this role, you will work closely with senior advisors and internal partners to support onboarding and change acti... Voir plus

 • Offre sponsorisée

Senior Client Advisor

brobstongroup.com - JobboardMontreal (administrative region), QC, CA
Temps plein

The Senior Client Advisor is responsible for achieving sales targets and developing strong client relationships while maintaining high standards of customer service and visual merchandising at the ... Voir plus

 • Offre sponsorisée

Wealth Associate: Client Advisory & Portfolio Support

Fiera CapitalMontreal (administrative region), QC, CA
Temps plein

A financial services firm located in Montreal is seeking an Associate to enhance client servicing and portfolio management support.You will cultivate relationships with private wealth clients, assi... Voir plus

 • Offre sponsorisée

Engagement Specialist for Client Connections

Gains IntermediateMontreal (administrative region), QC, CA
Temps plein

Drive client success as an Engagement Specialist for Client Connections.Support clients by converting leads into gym members through compassionate interactions and prompt follow-ups.In this essenti... Voir plus

 • Offre sponsorisée

Retail Client Advisor

Vintage Frames CompanyGreater Montreal Metropolitan Area, Canada
Temps plein +2

Vintage Frames Company is seeking a driven, style-conscious.This role is designed for individuals who thrive in luxury retail environments, understand the importance of client relationships, and kn... Voir plus

 • Offre sponsorisée

Client-Focused Operations Advisor

TeslaLaval (administrative region), QC, CA
Temps plein

Support operational excellence as a Client-Focused Advisor.Improve store productivity by offering exceptional post-order support and collaborating with multiple teams to enhance client experiences.... Voir plus

 • Offre sponsorisée

Agency Client Services Professional

Bloom | Digital Marketing AgencyMontreal (administrative region), QC, CA
Temps plein

Enhance your career in client services by applying your strategic thinking and relationship management skills.Collaborate with teams to achieve remarkable business impacts in an agile work environm... Voir plus

 • Offre sponsorisée

CanREA Membership and Business Development Role

Canadian Renewable Energy Association (CanREA)Montreal (administrative region), QC, CA
Temps plein

Elevate your career with the Canadian Renewable Energy Association as a Membership and Business Development Coordinator.This full-time, remote position focuses on member services, CRM enhancements,... Voir plus

 • Offre sponsorisée

Client Servicing Associate

MercerMontreal, Montreal (administrative region), CA
Temps plein

We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.Maintai... Voir plus

 • Offre sponsorisée

Member Service Agent

AGA Financial Group inc.Montreal (administrative region), QC, CA
Temps plein

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations.If you are seeking flexibility, freedom and challenges, this posi... Voir plus

 • Offre sponsorisée

RBC Institutional Client Associate

RBCMontreal (administrative region), QC, CA
Temps plein

Join RBC Global Asset Management as an Institutional Client Associate in Montréal, Canada.This role focuses on client presentations and requires strong investment knowledge alongside advanced Frenc... Voir plus

 • Offre sponsorisée

Client Service & Expert Connections Associate

DialecticaMontreal (administrative region), QC, CA
Temps plein

A dynamic consultancy in Montreal is seeking an Associate in the Client Service Team.This role involves acting as a knowledge broker by connecting clients with industry experts.You'll conduct resea... Voir plus

 • Offre sponsorisée

Montréal Investment Advisor Services Team Lead

Recrute ActionMontreal (administrative region), QC, CA
Temps plein

Join a leading investment team as an Investment Advisor Services Team Lead in Montréal.This role combines performance management with strategic guidance in a hybrid workplace.Your strong track reco... Voir plus

 • Offre sponsorisée

Engaging Retail Sales Member Advocate

Virgin PlusTerrebonne, Lanaudière, CA
Temps partiel

Join our retail team as a Sales Associate focused on Member engagement.Provide custom solutions and reach sales targets while enjoying a supportive work environment.The part-time position emphasize... Voir plus

 • Offre sponsorisée

Client-Focused Banking Advisor Role

NBCMontreal (administrative region), QC, CA
Temps plein

Join National Bank as a Banking Advisor and impact clients' financial futures.Leverage your skills to provide tailored banking solutions in a diverse environment.As a Banking Advisor, you'll focus ... Voir plus