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Added 9 mins ago
Temporary Sales Support Associate
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Part-time
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Added 9 mins ago
Power Electronics Controls Designer
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$91,200 to $136,800 CAD / year
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Senior P&C / SCADA Engineer
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Desjardins

Advisory Agent, Member and Client Experience

Clermont, QC, Canada
Baie-Saint-Paul, QC, Canada
La Malbaie, QC, Canada
Isle-aux-coudres, QC, Canada
Caisse Desjardins de Charlevoix, Canada

Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

Applications open in a new tab.

Original job description

Temporary 2 month position.

The work mode arrangement for the position is full-time on site.

As a Advisory Agent, Member and Client Experience, 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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 existing applications and technological tools 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. Monitor and process transactions required to settle their cases
Stay on top of the latest standards, products and services in your field
Uphold compliance, security and risk management standards

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.

What you bring to the table

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

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)

CAISSE FLEUVE ET DES MONTAGNES (CHARLEVOIX) (20032 / Conv_Col_00069) (2017-09-27 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-6

Apply About employer

More about this job

Responsibilities

Support members and clients with financial products, account opening, transactions, digital tools, and personalized solutions, while ensuring a welcoming and effective service experience. Identify business opportunities, refer clients to specialized colleagues, assist with fraud or irregularity cases, and uphold security, compliance, and risk standards.

Requirements

A high school diploma in a related field and at least three years of relevant experience are required, although equivalent combinations of qualifications and experience may be considered. The role requires French proficiency and knowledge of financial products and services, transaction procedures, security measures, internal controls, and cooperative financial services.

Skills

Customer Service
Financial Product And Service Advice
Account Opening
Financial Transactions
Fraud Case Support
Business Development
Relationship Management
Digital Solutions
Technology Tool Support
Risk Management
Security And Compliance
Data Entry
Effective Communication
Customer Focus
Situational Adaptability
Agile Learning

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health And Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Member And Client Experience
Financial Services
Financial Products
Financial Transactions
Account Opening
Digital Solutions
Distribution Channels
Business Development
Relationship Management
Fraud Prevention
Transaction Monitoring
Security Measures
Legal Framework
Internal Controls
Risk Management
Compliance
Financial Services Cooperative
Service Standards
Convenience Products And Services
Data Integration
Technology Tools
Personalized Solutions
Client Referrals
French

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