FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Advisory Agent – Member and Client Experience
DesjardinsAdvisory Agent enhancing member and client experiences at Desjardins while supporting financial processes and technological tools. Engaging clients for financial empowerment and satisfaction.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills in both French and English, with a focus on supporting clients and members in transactions and operations. Upholds compliance, security, and risk management standards while contributing to business development and maintaining relationships.
Highest-signal resume keywords
Bilingual CommunicationFraud DetectionTransaction ProcessingBusiness DevelopmentCompliance Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Communication Skills
Certifications & Qualifications
High School Diploma
Industry Keywords
Client SupportService DeliveryRisk ManagementSecurity StandardsBusiness Relationships
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.
- Monitor and process transactions required to settle their cases.
- Stay on top of the latest standards, products and services in your 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
- Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
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