Advisory Agent, Member and Client Experience

Desjardins

Advisory Agent enhancing member and client experiences at Desjardins. Promoting cooperative values and supporting banking transactions with a focus on customer satisfaction.

Posted 7/16/2026part-timeCarleton-sur-Mer • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and support, with a strong understanding of Desjardins products and services. Proficient in addressing client needs, ensuring smooth financial transactions, and promoting cooperative values.

Highest-signal resume keywords

Customer FocusKnowledge of Desjardins ProductsData Entry SkillsKnowledge of Security MeasuresBilingual in French

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

Knowledge of Convenience ServicesUnderstanding of Financial Services CooperativesKnowledge of Service StandardsAbility to Address Fraud IssuesExperience in Banking Transactions

Soft Skills

Effective CommunicationAction OrientedNimble LearningSituational Adaptability

Tools & Technologies

Technological Tools Support

Certifications & Qualifications

High School Diploma

Industry Keywords

Financial TransactionsInternal ControlsLegal FrameworksCooperative Values

About the role

Key responsibilities & impact

Help give members and clients a better experience
Listen to and address their needs
Promote the organization's cooperative values
Support members and clients about their banking transactions
Provide advice on Desjardins products and services
Identify business opportunities and refer members and clients to colleagues
Ensure financial transactions go smoothly
Provide information and support on technological tools
Assist members and clients who have encountered fraud or irregularities

Requirements

What you’ll need

High school diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Knowledge of all convenience services products and services
Knowledge of Desjardins products and services for caisse members
Ability to enter data in the systems
Knowledge of security measures, legal frameworks and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of service standards
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