Advisory Agent, Member and Client Experience

Desjardins

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

Posted 10/16/2026part-timeLa Malbaie • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer service and financial empowerment by providing personalized banking solutions and advice. Proficient in digital tools and compliance standards to ensure smooth financial transactions and maintain strong business relationships.

Highest-signal resume keywords

Customer FocusKnowledge Of FrenchCompliance AdherenceTech SavvyEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Situational AdaptabilityNimble LearningAction Oriented

Tools & Technologies

Technological ToolsDigital Solutions

Industry Keywords

Financial EmpowermentBanking TransactionsBusiness DevelopmentFraud PreventionRisk Management

About the role

Key responsibilities & impact

Welcome members and clients, listen to and address their needs, and help with their financial empowerment
Support and provide advice to members and clients about banking transactions
Promote Desjardins products and services and available distribution channels
Offer personalized solutions based on members’ and clients’ needs
Identify business opportunities and refer members and clients to colleagues with specialized expertise
Advise members and clients on digital solutions and their use
Ensure financial transactions proceed smoothly and address issues that arise
Provide information and support on technological tools, including prevention and safety advice
Explain technological tools and applications 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 affected by fraud or irregularities and refer them to appropriate partners
Stay current with standards, products and services in the field
Adhere to compliance, security and risk management rules

Requirements

What you’ll need

High school diplomas in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Adhere to compliance, security and risk management rules
Tech savvy
Situational adaptability
Nimble learning
Customer Focus
Communicates effectively
Action oriented

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
Recruitment process and job accommodations available at any stage