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Publié il y a 13 mois

Advisory Agent, Member and Client Experience

@ Desjardins

Saint-Jérôme, Québec

Sur placeTemps partiel
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En bref

Desjardins is hiring a part-time advisory agent for member and client experience in the Laurentides region. The role advises members on banking transactions, promotes Desjardins products, and helps them use digital tools safely. The posting states the work is on site and offers a competitive salary, annual bonus and 4 weeks of vacation.

Responsabilités :

  • Welcome members and identify their needs
  • Guide members to advisors or digital channels
  • Help members use digital tools safely
  • Assist members affected by fraud or irregularities
  • Promote Desjardins products and services

Résumé des exigences :

  • Interest in working in financial services
  • Customer service orientation
  • Ability to explain digital tools clearly

Outils et compétences

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2025-10-06
Première détection par notre source
2026-10-10
Mise à jour du dossier source
2026-10-18

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineService à la clientèle
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout debout
Exigences physiquesphysique faible · ordinateur élevé
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Prime de rendement, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Desjardins

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.

Abonnés LinkedIn
379 882
Personnes associées sur LinkedIn
43 673
Bureaux déclarés
  • 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
  • 11 King St W, Toronto, ON M5H 4C7, CA
  • 110 9 Ave SW, Calgary, AB T2P 0T1, CA
  • 1 Complexe Desjardins, Montreal, QC H2X, CA
Catégories d’activité
  • Banking
  • InsurTech
  • Insurance
  • Financial Services
Autres noms enregistrés
  • Desjardins
Spécialités
  • Services financiers
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialLévis, Québec
Type d’organisationPrivately Held
SpécialitésServices financiers
Offres sur Jobsy128
LinkedInVoir la page
Description

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

Several opportunities are currently available in the Laurentides region.📍

As an advisory agent, member and client experience, 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

  • 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

  • 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

  • Work in collaboration with personal finance advisors and improve the service offered to members.

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.

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 about this profession? Click here

#LI-Onsite

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)

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