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Desjardins

Advisory Agent, Member and Client Experience

Desjardins

. Welcome members and clients, listen to and address their needs, and help with their financial empowerment .

Posted 10/23/2026full-timeRoberval • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in financial product advisory, customer service, and compliance standards while effectively utilizing technological tools to enhance client interactions and self-service capabilities.

Highest-signal resume keywords
Financial Product AdvisoryCustomer ServiceCompliance StandardsTechnological Tools ProficiencyBusiness Development

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

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

Hard Skills
Financial TransactionsAccount OpeningFraud PreventionRisk ManagementBusiness Opportunity Identification
Soft Skills
Effective CommunicationCustomer FocusAction OrientedSituational AdaptabilityNimble Learning
Tools & Technologies
Digital SolutionsSelf-Service ApplicationsTechnological Tools
Certifications & Qualifications
High School Diploma
Industry Keywords
Financial EmpowermentService DeliveryBusiness RelationshipsComplianceSecurity Standards

About the role

Key responsibilities & impact
  • Welcome members and clients, listen to and address their needs, and help with their financial empowerment
  • 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
  • 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 applications and technological tools that enable self-service transactions and operations
  • Contribute to business development and maintain business relationships through service delivery and activities
  • Assist members and clients affected by fraud or irregularities and process transactions to settle their cases
  • Stay current on standards, products, and services in the field
  • Uphold compliance, security, and risk management standards

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