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 10/2/2026full-timeSacré-Coeur • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial services, compliance, and risk management while providing exceptional customer support and personalized financial solutions. Proficient in advising clients on digital tools and financial products to enhance their operational efficiency.

Highest-signal resume keywords

Knowledge Of Financial Products And ServicesCustomer FocusKnowledge Of Security MeasuresTech SavvyEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Knowledge Of Counter ProductsKnowledge Of Convenience ProductsKnowledge Of Desjardins ProductsData IntegrationUnderstanding Of Financial Services CooperativesKnowledge Of Operating ProceduresKnowledge Of Service Standards

Soft Skills

Action OrientedSituational AdaptabilityNimble Learning

Industry Keywords

ComplianceRisk ManagementFraud PreventionBusiness DevelopmentFinancial Empowerment

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
Welcome members and clients, listen to and address their needs, and support their financial empowerment
Support and advise members and clients on available financial products and services and promote distribution channels
Open accounts and help with financial transactions while offering personalized solutions
Identify business opportunities and refer members and clients to colleagues with specialized expertise
Advise members and clients on digital solutions and technological tools
Ensure financial transactions go smoothly and address issues that arise
Provide information and support on technology use, including prevention and safety advice

Requirements

What you’ll need

High school diplomas in a related field
A minimum of three 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 counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and 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