Conseiller ou conseillère, Services financiers, Capitale-Nationale

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

You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.

Main position in the caisse network :

Advisory Agent - Member and Client Experience. Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.

Member Reception Agent : welcoming members and customers warmly and courteously. Quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels. Transmits general information on Desjardins Group's service offer to members and customers.

More key positions and brief descriptions of opportunitie :

Financial Services Agent. Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).

Personal Financial Advisor. Attend to members’ investment and financing needs while ensuring quality service

Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing and insurance products.

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.

Curious to see your future colleagues in action?

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