Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
Scoutfield Logo

See all jobs on Scoutfield

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
Desjardins

Advisory Agent – Member and Client Experience

Desjardins

. Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own .

Posted 9/17/2026full-timeMontréal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in customer support and financial transactions while ensuring compliance and risk management standards. Proficient in advising clients on technological tools and financial products, with a strong focus on business development and relationship management.

Highest-signal resume keywords
Customer FocusFinancial TransactionsFraud PreventionCompliance StandardsBilingual in French

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
Financial Products KnowledgeTransaction ProcessingFraud MonitoringBusiness DevelopmentAccount Opening
Soft Skills
Effective CommunicationAction OrientedNimble LearningSituational Adaptability
Tools & Technologies
Technological ToolsDigital Solutions
Industry Keywords
Risk ManagementService DeliveryBusiness RelationshipsCustomer Support

About the role

Key responsibilities & impact
  • Support members and clients by telling them existing applications and technological tools 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
  • Monitor and process transactions required to settle fraud or irregularity cases
  • Stay on top of the latest standards, products and services in the field
  • Uphold compliance, security and risk management standards
  • Support and advise members and clients on available financial products and services
  • Promote available distribution channels and digital solutions
  • Open accounts and help with financial transactions
  • Identify business opportunities and refer members and clients to colleagues for specialized needs
  • Provide information and support on technological tools, including prevention and safety advice
  • 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 three years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • 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