On-Site Advisory Agent at Desjardins

Join Desjardins as an On-Site Advisory Agent, where you’ll create meaningful member experiences. This full-time, 12-month role involves providing financial support and promoting digital solutions.
As an advisory agent, your focus will be on enhancing the member experience through personalized support and product promotion. You will guide clients on banking transactions while ensuring compliance and security. Additionally, seize opportunities for business development by identifying member needs and referring them to specialists.
Key Responsibilities:
• Advise members on technological tools and applications
• Promote various Desjardins products to enhance service delivery
• Assist clients with fraud issues; ensure appropriate referrals
• Stay informed on the latest products and industry standards
• Comply with security and risk management regulations
Requirements:
• High school diploma required
• At least two years of relevant experience
• Strong knowledg...