Advisory Agent, Member and Client Experience

Desjardins

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

Posted 10/2/2026full-timeLes Escoumins • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial products and services, providing personalized solutions and support to clients while ensuring compliance and risk management. Proficient in advising on digital solutions and maintaining strong business relationships through effective communication and customer focus.

Highest-signal resume keywords

Knowledge Of Financial Products And ServicesCustomer FocusKnowledge Of Security MeasuresEffective CommunicationTech Savvy

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

Knowledge Of Counter ProductsKnowledge Of Desjardins ProductsData IntegrationUnderstanding Of Financial Services CooperativesOperating Procedures Knowledge

Soft Skills

Action OrientedNimble LearningSituational Adaptability

Tools & Technologies

Technological ToolsDigital Solutions

Industry Keywords

ComplianceRisk ManagementService Standards

About the role

Key responsibilities & impact

Welcome members and clients, listen to and address their needs, and support their financial empowerment
Support and advise members and clients on financial products and services and promote available distribution channels
Open accounts and assist with financial transactions while offering personalized solutions
Identify business opportunities and refer members and clients to colleagues for specialized needs
Advise members and clients on digital solutions and their use
Ensure financial transactions run smoothly and address issues that arise
Provide information and support on technological tools, including prevention and safety advice
Explain applications and technological tools 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 who have encountered fraud or irregularities; monitor and process transactions needed to settle their cases
Stay current on standards, products and services
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
Knowledge of all counter and convenience products and services
Knowledge of Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels, and competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and 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