Advisory Agent, Member and Client Experience

Desjardins

. Improve the experience of members and customers by advising them on banking transactions .

Posted 10/8/2026part-timeL'Étang-du-Nord • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advising clients on banking transactions and promoting financial products, while effectively utilizing technological tools to enhance customer experience and support. Strong ability to assist clients in navigating fraud-related issues and maintaining business relationships through exceptional service delivery.

Highest-signal resume keywords

Advising On Banking TransactionsPromoting Desjardins ProductsSupporting Clients With Fraud IssuesUtilizing Technological ToolsBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Industry Keywords

Financial ServicesCustomer ExperienceDigital SolutionsService DeliveryBusiness Relationships

About the role

Key responsibilities & impact

Improve the experience of members and customers by advising them on banking transactions
Promote Desjardins products and services
Act as an ambassador for digital solutions
Support members and clients by identifying applications and technological tools that help them 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 and refer them to appropriate partners

Requirements

What you’ll need

Regardless of your experience or education, willingness to work in the financial services industry
Ability to advise members and clients on banking transactions
Ability to promote Desjardins products and services
Ability to help members use technological tools safely
Ability to support members and clients who have encountered fraud or irregularities and refer them to appropriate partners

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 Desjardins Group’s corporate university—the Desjardins Cooperative Institute (DCI)