Advisory Agent, Member and Client Experience

Desjardins

. Help members and clients have a better experience and ensure they are satisfied .

Posted 9/22/2026part-timeAmqui • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client support and financial services, with a strong focus on promoting products and services while ensuring compliance and security. Proficient in advising clients on digital solutions and maintaining business relationships through effective communication and personalized service.

Highest-signal resume keywords

Client SupportKnowledge of Desjardins ProductsFinancial Services CooperativesData EntryBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Knowledge of Convenience ServicesUnderstanding of Security MeasuresKnowledge of Operating ProceduresKnowledge of Service StandardsAbility to Address Financial Transactions

Soft Skills

Customer FocusEffective CommunicationAction OrientedSituational AdaptabilityNimble Learning

Tools & Technologies

Technological ToolsSelf-Service Applications

Industry Keywords

ComplianceRisk ManagementFinancial EmpowermentBusiness DevelopmentFraud Prevention

About the role

Key responsibilities & impact

Help members and clients have a better experience and ensure they are satisfied
Welcome members and clients, listen to and address their needs, and support their financial empowerment
Promote the organization's cooperative values through client support
Support and advise members and clients about banking transactions
Promote Desjardins products and services and available distribution channels
Offer personalized solutions based on members' and clients' needs
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
Tell members and clients about technological tools and applications that enable self-service transactions
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients affected by fraud or irregularities and refer them to appropriate partners
Stay current on standards, products and services
Adhere to compliance, security and risk management rules

Requirements

What you’ll need

High school diplomas in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
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
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 operating procedures related to convenience products and services and automated and assisted transactions
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