Advisory Agent – Member and Client Experience

Desjardins

Advisory Agent improving member experience by advising on banking transactions and promoting products. Assisting clients with fraud issues and contributing to business development in the financial services industry.

Posted 6/27/2026full-timeSaint-Gabriel-de-Brandon • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support members and clients by advising on banking transactions
Promote Desjardins products and services
Assist members encountering fraud or irregularities
Contribute to business development and maintain client relationships

Requirements

What you’ll need

Experience in the financial services industry preferred
Excellent interpersonal skills
Ability to advise clients on banking transactions
Familiarity with digital solutions and technology tools

Benefits

Comp & perks

Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

banking transactionsadvising clientsfraud detectionbusiness development

Soft Skills

interpersonal skillsclient relationship management