Advisory Agent, Member and Client Experience

Desjardins

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

Posted 11/9/2026part-timeSudbury • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advising clients on banking transactions and digital solutions while ensuring compliance with security and risk management standards. Possesses strong communication skills in both French and English to effectively support and promote Desjardins products and services.

Highest-signal resume keywords

Bilingual Communication SkillsKnowledge of Desjardins ProductsExperience in Client SupportUnderstanding of Compliance StandardsKnowledge of Convenience Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportFraud PreventionTransaction ManagementBusiness DevelopmentKnowledge of Convenience ProductsKnowledge of Automated TransactionsService Standards AdherenceDigital Solutions AdvisoryRisk ManagementOperating Procedures Knowledge

Soft Skills

Communication SkillsInterpersonal SkillsProblem-Solving SkillsRelationship ManagementAdvisory Skills

Certifications & Qualifications

High School Diploma

Industry Keywords

Banking TransactionsService DeliveryBusiness RelationshipsFraud ManagementDesjardins Business CentresDistribution ChannelsConvenience ServicesFinancial TransactionsClient InteractionCompliance

About the role

Key responsibilities & impact

Support members and clients by telling them about technological tools and applications 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, and ensure that they are referred to the appropriate partners
Stay on top of the latest standards, products and services in your field
Adhere to compliance, security and risk management rules
Support and provide advice to members and clients about banking transactions
Promote Desjardins products and services and available distribution channels
Identify business opportunities and refer members and clients to colleagues for specialized needs
Advise members and clients on digital solutions and their use
Ensure financial transactions go smoothly and address issues that arise
Provide information and support on technological tools, including prevention and safety advice

Requirements

What you’ll need

High school diplomas in a related field
A minimum of one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Fortes habiletés de communication en français et en anglais, tant à l’oral qu’à l’écrit en raison de la nature des tâches, des outils de travail ou d’interactions avec des partenaires ou membres et clients
Knowledge of all convenience services products and services
Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of service standards

Benefits

Comp & perks

Equity, diversity, inclusion and accessibility commitment
Recruitment process and job accommodations available at any stage
Temporary 12-month position (on call)