Summer Student

DesjardinsOttawa, ON

About The Position

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! Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

Requirements

  • Action oriented
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning

Responsibilities

  • 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.
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