Full-Time Advisory Agent in Laurentides

Join Desjardins as a full-time Advisory Agent in the Laurentides, dedicated to enhancing member and client experiences. Support financial transactions and foster relationships with personalized service.
In this essential role, you will assist members and clients by guiding them through existing applications and technological tools. Your mission includes welcoming them warmly, identifying their needs, and referring them to the right channels. Collaborate with personal finance advisors to elevate service delivery and assist those encountering fraud issues.
Key Responsibilities:
• Support clients with applications for self-service transactions
• Warmly welcome members and ascertain their needs
• Contribute to business development through effective service
• Assist clients facing fraud, ensuring proper referrals
• Collaborate with advisors to enhance client experience
Requirements:
• Interest in financial services with no specific education needed
• Excellent ...