Desjardins
Banking • Insurance • Finance
Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.
Advisor, Member Sales and Service
Job not on LinkedIn
3 days ago
🗣️🇫🇷 French Required
Desjardins
Banking • Insurance • Finance
Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.
📋 Description
• Establish an advisory relationship by identifying current and potential needs and supporting client retention. • Advise members and clients on specialized products and services and ensure member/client satisfaction • Review client needs and compile and analyze data. • Handle requests and follow up as needed • Assist members and clients, listen to their needs and propose personalized solutions • Help identify your unit’s operational risks and opportunities for improvement • Stay on top of the latest standards, products and services in your field.
🎯 Requirements
• College diploma in a related field • A minimum of one year of relevant experience • Knowledge of French is required • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
🏖️ Benefits
• 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
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