Advisory Agent, Member and Client Experience

Desjardins

. Support members and clients with technological tools and applications for self-service transactions .

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

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing personalized financial guidance and support, while effectively utilizing technological tools for self-service transactions. Strong ability to maintain business relationships and ensure compliance with security and risk management standards.

Highest-signal resume keywords

Customer FocusEffective Communication SkillsKnowledge of FrenchAdherence to Compliance RulesTech Savvy

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Situational AdaptabilityNimble Learning

Tools & Technologies

Technological ToolsDigital Solutions

Industry Keywords

Business DevelopmentService DeliveryFraud PreventionFinancial TransactionsSelf-Service Transactions

About the role

Key responsibilities & impact

Support members and clients with technological tools and applications for self-service transactions
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
Stay current on standards, products and services
Promote Desjardins products, services and distribution channels
Provide personalized financial guidance and support for banking transactions
Identify business opportunities and refer members and clients to specialized colleagues
Advise members and clients on digital solutions
Ensure financial transactions proceed smoothly and address issues
Provide information and support on technological tools, prevention and safety

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
Adherence to compliance, security and risk management rules
Tech savvy
Customer focus
Effective communication skills
Situational adaptability
Nimble learning

Benefits

Comp & perks

Part-time employment
Temporary 12-month position
On-call work arrangement
Workplace accommodations available throughout the recruitment process