Advisory Agent, Member and Client Experience

Desjardins

. Support members and clients by explaining technological tools and applications that enable self-service transactions and operations .

Posted 10/6/2026full-timeAlexandria • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and financial empowerment by providing personalized solutions and advice on banking transactions, while ensuring compliance with security and risk management standards. Proficient in both French and English, with a strong understanding of Desjardins products and services.

Highest-signal resume keywords

Strong Communication SkillsKnowledge of Desjardins ProductsCustomer FocusKnowledge of Security MeasuresAbility to Enter Data

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Knowledge of Convenience ServicesUnderstanding of Financial Services CooperativesKnowledge of Operating ProceduresKnowledge of Service StandardsAbility to Address Fraud Issues

Soft Skills

Action OrientedCommunicates EffectivelyNimble LearningSituational Adaptability

Tools & Technologies

Technological Tools for Self-Service Transactions

Certifications & Qualifications

High School Diploma in Related Field

Industry Keywords

ComplianceRisk ManagementFinancial TransactionsBusiness DevelopmentService Delivery

About the role

Key responsibilities & impact

Support members and clients by explaining technological tools and applications that enable self-service transactions and operations
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 in the field
Adhere to compliance, security and risk management rules
Welcome members and clients, listen to and address their needs, and support their financial empowerment
Provide advice on banking transactions and promote Desjardins products, services and distribution channels
Offer personalized solutions and identify business opportunities
Refer members and clients to colleagues with specialized expertise
Advise members and clients on digital solutions
Ensure financial transactions proceed smoothly and address issues that arise
Provide information and support on technological tools, including prevention and safety advice

Requirements

What you’ll need

High school diplomas in a related field
A minimum of one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Strong communication skills in both French and English, both oral and written
Knowledge of all convenience services products and services
Knowledge of Desjardins products and services for caisse members, Desjardins Business centres, components and distribution networks and channels, and competitors' products and services
Ability to enter data in the systems
Knowledge of security measures, legal frameworks and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and automated and assisted 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