Talent.com
Desjardins
Advisory Agent, Member and Client ExperienceDesjardins • Laurent,Saint,Cartierville,Caisse Desjardins de Bordeaux
Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

Desjardins • Laurent,Saint,Cartierville,Caisse Desjardins de Bordeaux
30+ days ago
Job type
  • Full-time
Job description

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

📣Many opportunities are currently available in the Montreal area.

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

#LI-Onsite

Create a job alert for this search

Advisory Agent, Member and Client Experience • Laurent,Saint,Cartierville,Caisse Desjardins de Bordeaux

Similar jobs

Principal Advisor Underground - saint-esprit

Brunelsaint-esprit, qc, ca
Full-time

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Investment Banking Advisor | $130/hr

MercorMontreal (administrative region), QC, CA
Full-time

Mercor connects elite creative and technical talent with leading AI research labs.Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larr... Show more

 • Promoted

Senior Client Advisor

brobstongroup.com - JobboardMontreal (administrative region), QC, CA
Full-time

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 ... Show more

 • Promoted

Independent Investment Advisor - Grow Your Client Practice

Ventum FinancialMontreal (administrative region), QC, CA
Full-time

A Canadian investment firm is seeking experienced Investment Advisors to join their Private Client Services team.This role offers the flexibility to develop your business within a national platform... Show more

 • Promoted

Groupe Dynamite Inc. Specialist, Benefits

Groupe Dynamite Inc.Mount Royal, Montreal (administrative region), CA
Full-time

GDI) is a Montréal-based, public company of integrated omni-channel brands, designing and distributing accessible, trend-forward fashion for women since 1975.Our mission of "Empowering YOU to be YO... Show more

 • Promoted

Client Engagement and Growth Partner

VoobanMontreal
Full-time

Step into a vital client partner role, ensuring strategic alignment with executive teams and robust relationship management.Focus on business growth while maintaining client satisfaction and operat... Show more

 • Promoted

Life Underwriting Specialist/Consultant - saint-esprit

Empire Lifesaint-esprit, qc, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Remote Mortgage Advisor — Elite Leads & 95/5 Commission

Perch | Mortgages, simplifiedMontreal (administrative region), QC, CA
Remote
Full-time

A leading mortgage brokerage in Canada is hiring an experienced Mortgage Associate to join their innovative team.The ideal candidate will have a proven track record of originating at least $10M in ... Show more

 • Promoted

Deal Advisory Senior Associate — Transactions

BDO Canada LLPMontreal
Full-time

Un cabinet de conseils recherche un(e) Conseiller(ère) principal(e) en Services transactionnels à Montréal.Le candidat idéal a un titre de CPA, 2-3 ans d’expérience en services transactionnels et d... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - saint-esprit

Turingsaint-esprit, qc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Senior Group Underwriter - saint-esprit

Empire Lifesaint-esprit, qc, ca
Full-time +2

Location: Anywhere in Canada - Remote.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed... Show more

 • Promoted

Finance Club Partner (Student Leadership Program) - Wall Street Oasis

Wall Street Oasissaint-esprit, qc, ca
Full-time

Club-Partnership-Application-LI-Job.This is a student leadership program designed to help finance and investment societies bring more value to their members.Wall Street Oasis (WSO) is offering a un... Show more

 • Promoted

Dynamic Apple Specialist Role Available

ApplePointe-Claire, Montreal (administrative region), CA
Full-time

Elevate your career as a Specialist at Apple Retail, where delivering exceptional service and product knowledge drives customer loyalty.This position requires a proactive attitude towards customer ... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - Turing

Turingsaint-esprit, qc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Equity Partner & National Leader AI Business Solutions - saint-esprit

People Machinesaint-esprit, qc, ca
Full-time

Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more

 • Promoted

Cloud & Dedicated Hosting Provider Senior Ops. Architect - saint-esprit

\"RMS\" Retail Marketing Solutions LLCsaint-esprit, qc, ca
Full-time +1

Retail Marketing Solutions LLC “RMS”) is a Global Operations Agency specializing in:.Business Infrastructure and Practices Consultation).Domains | VPS & Dedicated Servers | Infrastructure Managemen... Show more

 • Promoted

Client Service & Expert Connections Associate

DialecticaMontreal (administrative region), QC, CA
Full-time

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... Show more

 • Promoted

Sr. Manager, Patient Recruitment Operations - saint-esprit

Reverba Globalsaint-esprit, qc, ca
Full-time

We are open to candidates is the following Canadian provinces: ONT, AB, QC, MB.Help elevate real patient voices and amplify the experiences that move healthcare forward.At our company, we believe t... Show more

 • Promoted

Hybrid Email & Paid Media Marketing Associate (Contract)

US Tech SolutionsSaint-Lin–Laurentides
Full-time

A leading technology consulting firm is seeking a Digital Marketing Associate Analyst in Lanaudière, Canada.This entry-level role involves supporting email and paid media marketing strategies to en... Show more