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Advisory Agent, Member and Client Experience
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Advisory Agent, Member and Client Experience
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Gérard Hubert Automobile LtéeManiwaki, QC, CA- Leamington, ON (from $ 34,613 to $ 175,500 year)
- Terrebonne, QC (from $ 47,072 to $ 159,693 year)
- Mission, BC (from $ 39,000 to $ 118,560 year)
- Amherstburg, ON (from $ 87,750 to $ 117,000 year)
- Val-des-Monts, QC (from $ 57,506 to $ 116,990 year)
- Owen Sound, ON (from $ 45,000 to $ 114,402 year)
- Sault Ste. Marie, ON (from $ 46,800 to $ 109,431 year)
- Parry Sound, ON (from $ 45,000 to $ 106,746 year)
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Advisory Agent, Member and Client Experience
Desjardins GroupManiwaki, Outaouais, CA- Full-time
The work mode arrangement for the position is full-time on site.
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. You provide information and support on the use of technological tools, while sharing advice about prevention and safety.
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. Monitor and process transactions required to settle their cases.
Stay on top of the latest standards, products and services in your field.
Uphold compliance, security and risk management standards.
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
- Benefits apply based on eligibility criteria.
#LI-Onsite
What you bring to the table
High school diplomas in a related field
A minimum of three relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of service standards
Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy
Trade Union (If applicable)
CAISSE DE LA HAUTE-GATINEAU (30312 / Conv_Col_00087) (2019-11-13 - )
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member / client sales and service (FG)
Unposting Date
2026-01-25
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