Desjardins

Advisor, Member/client sales and service

Desjardins  •  Montréal, CA (Onsite)  •  23 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Temporary position for 6 months.

As a member/client service advisor – sales, you help maintain business relationships with members and clients. You investigate fraud cases of a special, unusual and risky nature for the organization and take the necessary actions. You analyze various information and communicate with customers or different external stakeholders in the course of the investigation. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Analyze and investigate particular, unusual and risky cases for the organization. Take the necessary actions to avoid monetary losses.
  • Advise members and customers who are victims of fraud on how to avoid potential monetary losses.
  • Establish an advisory relationship by identifying current and potential needs and supporting client retention.
  • Collect, compile and analyze data. Prepare reports and recommendations.
  • Help identify your unit’s operational risks and opportunities.

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

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • 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

Interpersonal Savvy

Trade Union (If applicable)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

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)

Unposting Date

2026-06-8

Desjardins

About Desjardins

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.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Lévis, CA
Year Founded
Unknown
Social Media