Advisory Agent, Member and Client Experience

The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to: Support members and clients by telling them about technological tools and applications 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, and ensure that they are referred to the appropriate partners. Stay on top of the latest standards, products and services in your field. Adhere to compliance, security and risk management rules. What we offer* 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 * Benefits apply based on eligibility criteria. #LI-Onsite What you bring to the table High school diplomas in a related field A minimum of two 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 convenience services products and services Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors Ability to enter data in the systems Knowledge of security measures, legal frameworks and internal controls Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of operating procedures related to convenience products and services and automated and assisted transactions Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-08-24

You will provide personalized financial advice and support to members and clients while promoting digital solutions and banking products. Additionally, you will assist with transactions, address fraud concerns, and contribute to business development through high-quality service delivery.

The role requires a high school diploma in a related field and a minimum of two years of relevant experience. Candidates must possess knowledge of financial services, security standards, and the ability to effectively use technological tools.

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Reimbursement of telework equipment

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• CommunicationSouhaitée
• Saisie de donnéesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Financial advisory
• Business development
• Digital solutions
• Fraud prevention
• Compliance
• Risk management
• Data entry
• Communication
• Tech savvy
• Situational adaptability
• Problem solving
• Relationship management
• Action Oriented
• Experimental Learning
• Service Standards
• Adaptability
• Business Development
• Internal Controls
• Customer Service
• Empowerment
• Sales
• Financial Services
• French Language
• Risk Management
• Operations
• Telehealth
• Technical Acumen

• Customer Service & Support
• Finance & Accounting
• Sales
• Patient Experience Advisor
• Financial Services Manager
• Finance Managers
• Financial Managers

Formation minimale

Études secondaires

Expérience minimale

2+ ans

Postuler avant le

25 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine