Advisory Agent, Member and Client Experience

Desjardins

. Support members and clients by identifying applications and technological tools that help them complete transactions and operations independently .

Posted 10/16/2026part-timeOrmstown • 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, compliance, and risk management while effectively supporting clients and members in navigating transactions and technological tools. Proficient in customer service and relationship management, with a strong focus on identifying business opportunities and promoting digital solutions.

Highest-signal resume keywords

Knowledge Of Financial Products And ServicesExperience In Fraud Prevention And ResolutionKnowledge Of Compliance And Risk Management StandardsFluency In FrenchCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Transaction ProcessingData IntegrationKnowledge Of Security MeasuresUnderstanding Of Financial Services CooperativesKnowledge Of Operating Procedures

Soft Skills

Effective CommunicationAction OrientedSituational AdaptabilityNimble LearningCustomer Focus

Tools & Technologies

Technological Tools For TransactionsDigital SolutionsDistribution Channels

Industry Keywords

Fraud PreventionService StandardsConvenience Products And ServicesBusiness DevelopmentInternal Controls

About the role

Key responsibilities & impact

Support members and clients by identifying applications and technological tools that help them complete transactions and operations 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 required to settle fraud or irregularity cases
Stay up to date on 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 assist with financial transactions
Identify business opportunities and refer members and clients to colleagues for specialized needs
Provide information and support on technological tools, prevention and safety
Ensure financial transactions proceed 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
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of 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