Advisory Agent – Member and Client Experience

Desjardins

. Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own .

Posted 11/9/2026full-timeRivière-Rouge • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer support and financial transactions while ensuring compliance and risk management standards. Proficient in advising clients on financial products and utilizing technological tools for effective service delivery.

Highest-signal resume keywords

Customer FocusKnowledge Of FrenchFinancial TransactionsCompliance StandardsTech Savvy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial TransactionsFraud MonitoringBusiness DevelopmentService DeliveryAccount Opening

Soft Skills

Action OrientedEffective CommunicationSituational AdaptabilityNimble Learning

Tools & Technologies

Technological ToolsDigital Solutions

Industry Keywords

ComplianceRisk ManagementFraud PreventionBusiness 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 fraud or irregularity cases
Stay on top of the latest standards, products and services in the field
Uphold compliance, security and risk management standards
Support and advise members and clients on available financial products and services
Promote available distribution channels and digital solutions
Open accounts and assist with financial transactions
Identify business opportunities and refer members and clients to colleagues with specialized expertise
Provide information and support on technological tools, including prevention and safety advice
Ensure financial transactions go smoothly and address issues that arise

Requirements

What you’ll need

High school diplomas in a related field
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
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