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Desjardins

Advisory Agent, Member and Client Experience

Desjardins

. Advise members and customers on banking transactions .

Posted 11/5/2026full-timeSainte-Claire • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in advising members and customers on banking transactions while promoting digital solutions and Desjardins products. Strong ability to enhance customer experience and maintain business relationships through effective service delivery.

Highest-signal resume keywords
Knowledge Of FrenchBanking Transactions AdvisoryDigital Solutions PromotionCustomer Experience ImprovementFraud Assistance

ATS Keywords

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Applicant Tracking System Keywords

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

Industry Keywords
Desjardins ProductsBusiness DevelopmentService DeliveryTechnological ToolsFraud Cases

About the role

Key responsibilities & impact
  • Advise members and customers on banking transactions
  • Promote Desjardins products and services
  • Improve the experience of members and customers
  • Promote digital solutions and help members use technological tools safely
  • Tell members and clients about applications and technological tools that enable them to 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
  • Refer fraud or irregularity cases to appropriate partners

Requirements

What you’ll need
  • Knowledge of French is required
  • Regardless of your experience or education, applicants may apply and recruiters will find the job best suited to their career goals

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
  • Training for a career suited to your skills, goals and education through the Desjardins Cooperative Institute (DCI)