Advisory Agent – Member and Client Experience

Desjardins

Advisory Agent at Caisse Desjardins improving member and client experiences in financial transactions and technological support. Supporting clients with advice on banking, products, and services.

Posted 7/3/2026part-timeBlainville • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support members and clients by informing them about technological tools and applications that enable them to perform transactions and operations independently.
Contribute to business development and maintain business relationships through service delivery and outreach activities.
Assist members and clients who have experienced fraud or irregularities, ensuring they are referred to the appropriate partners.
Keep up to date with the latest standards, products, and services in your field.
Adhere to compliance, security, and risk management policies and procedures.

Requirements

What you’ll need

High school diploma in a related field
Minimum of two years of relevant experience
Knowledge of French is required

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 retirement income
Group insurance including telemedicine
Reimbursement for health and wellness expenses and telework equipment

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