Advisory Agent, Member and Client Experience

Desjardins

Desjardins banking advisor supporting members and clients with transactions, digital tools, and fraud-related issues. Promoting financial products and developing member relationships in the Richelieu-Yamaska region.

Posted 8/14/2026full-timeSaint-Hyacinthe • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advising clients on banking transactions and promoting financial products and services while ensuring secure use of technological tools. Proficient in assisting clients with fraud cases and maintaining strong business relationships in the financial services industry.

Highest-signal resume keywords

Advising On Banking TransactionsPromoting Financial ProductsAssisting With Fraud CasesKnowledge Of FrenchInterest In Financial Services

ATS Keywords

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Applicant Tracking System Keywords

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Industry Keywords

Financial ServicesBusiness DevelopmentClient SupportService DeliveryTechnological ToolsFraud PreventionBusiness RelationshipsIndependent TransactionsTailored TrainingIrregularity Cases

About the role

Key responsibilities & impact

Advise members and clients on their banking transactions
Promote Desjardins products and services
Help members use technological tools securely
Support members and clients by explaining technological tools and applications for independent transactions and operations
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients who have encountered fraud or irregularities
Refer fraud or irregularity cases to appropriate partners

Requirements

What you’ll need

Knowledge of French is required
Interest in working in the financial services industry
Applicants from any background or academic training may apply
Willingness to complete tailored training
Ability to advise members and clients on banking transactions
Ability to promote financial products and services
Ability to assist with fraud or irregularity cases

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
Reimbursement of telework equipment
Tailored training designed to help you build a career