Advisory Agent, Member and Client Experience

Desjardins

As an Advisory Agent, enhance member and client experiences by providing personalized financial support. Work at Desjardins to promote cooperative values and assist with financial products and services.

Posted 6/30/2026part-timeBeloeil • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Help give members and clients a better experience, and ensure that they are satisfied
Make sure members and clients feel welcome, listen to and address their needs
Help members with their financial empowerment
Promote the organization's cooperative values through the support provided
Support and advise members and clients on available financial products and services
Promote the various distribution channels available
Open accounts for members and help with their financial transactions
Remain attentive to members' needs to offer personalized solutions
Identify business opportunities, refer members to colleagues for specialized needs
Be an ambassador of digital solutions and advise members on their use
Ensure financial transactions go smoothly, addressing any issues
Provide information and support on technological tools, sharing advice about prevention and safety
Stay up to date with standards, products, and services in the field
Uphold compliance, security, and risk management standards

Requirements

What you’ll need

High school diplomas in a related field
A minimum of three years of relevant experience
Knowledge of French is required
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and transactions
Knowledge of service standards
Available to work one evening per week and every other Saturday
Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

Financial Services KnowledgeCounter Products KnowledgeConvenience Products KnowledgeOperating Procedures KnowledgeTransaction ManagementData IntegrationSecurity Measures KnowledgeLegal Framework Understanding

Soft Skills

Effective CommunicationAction OrientedSituational AdaptabilityNimble Learning

Certifications

High School Diploma