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Desjardins

Advisory Agent, Member and Client Experience

Montreal, QC, Canada
Caisse Desjardins du Centre-Ville-de-Montréal, Canada

Part-time

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Job details

Job type: Part-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 5, 2026

Original job description

Temporary 13 month position (On call).

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 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
Available to work one evening per week

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

2026-10-20

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More about this job

Responsibilities

You will provide advisory services to members and clients regarding banking transactions, digital tools, and personalized financial solutions. Additionally, you will contribute to business development, assist with fraud-related inquiries, and ensure compliance with security standards.

Requirements

The position requires a high school diploma in a related field and a minimum of two years of relevant experience. Candidates must be proficient in French and available to work one evening per week.

Skills

Customer service
Financial advisory
Business development
Digital solutions
Technical support
Fraud prevention
Compliance
Risk management
Communication
Situational adaptability
Tech savvy
Relationship management

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial services
Customer experience
Digital tools
Business development
Fraud
Compliance
Risk management
Advisory
Member relations
Client experience
Technological support
Cooperative values
Security
Financial empowerment

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