Advisory Agent, Member and Client Experience

Desjardins

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

Posted 11/3/2026part-timeAmqui • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized financial advice and solutions while ensuring compliance with security and risk management standards. Proficient in promoting banking products and services, and adept at utilizing technological tools to enhance client transactions.

Highest-signal resume keywords

Financial AdviceBusiness DevelopmentCompliance AdherenceDigital SolutionsBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking TransactionsFraud PreventionRisk ManagementBusiness Relationship ManagementTechnological Tools Knowledge

Soft Skills

Client SupportListening SkillsProblem SolvingCommunication Skills

Certifications & Qualifications

High School Diploma

Industry Keywords

Financial EmpowermentService DeliveryBusiness OpportunitiesCompliance Standards

About the role

Key responsibilities & impact

Welcome members and clients, listen to and address their needs, and support their financial empowerment
Provide advice about banking transactions
Promote Desjardins products, services, and distribution channels
Offer personalized solutions based on member and client needs
Identify business opportunities and refer members and clients to colleagues with specialized expertise
Advise members and clients on digital solutions
Ensure financial transactions proceed smoothly and address issues
Provide information and support on technological tools, including prevention and safety advice
Explain technological tools and applications that enable members and clients to complete transactions independently
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 with standards, products, and services
Follow 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
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

Equity, diversity, inclusion and accessibility commitment
Recruitment-process and job accommodations available
Trade union representation (if applicable)