Advisory Agent, Member and Client Experience

Desjardins

Advisory Agent focusing on improving member and client experience by advising on banking transactions. Collaborate on business development and support members with tech tools and fraud situations.

Posted 7/3/2026full-timeLa Pocatière • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

Requirements

What you’ll need

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

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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