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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 .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advising clients on financial transactions and digital solutions while ensuring adherence to compliance, security, and risk management standards. Proven ability to build and maintain business relationships through effective service delivery and personalized financial solutions.
Highest-signal resume keywords
Client AdvisoryCompliance AdherenceFraud PreventionBusiness DevelopmentBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsDigital SolutionsRisk ManagementFraud DetectionBusiness Relationship Management
Soft Skills
CommunicationProblem-SolvingCustomer Service
Tools & Technologies
Technological ToolsBanking Applications
Industry Keywords
Service DeliveryPersonalized Financial SolutionsCompliance Standards
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, services and distribution channels
- Offer personalized financial solutions and identify business opportunities
- Advise members and clients on digital solutions and technological tools
- 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 two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Adhere to compliance, security and risk management rules
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