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Desjardins

Advisory Agent, Member and Client Experience

Deschaillons-sur-Saint-Laurent, QC, Canada

Part-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Part-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Nov 11, 2026

Original job description

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 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
Available to work daytime hours, Monday through Friday, including one evening per week
Available to travel to all service centres of the Caisse located in Deschaillons-sur-Saint-Laurent, Fortierville, and Bécancour (Gentilly)

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

2026-11-17

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The advisory agent provides personalized financial support, promotes digital solutions, and assists members with transactions and business development. They also manage security and fraud-related issues while maintaining compliance with organizational standards.

Requirements

Candidates must have a high school diploma in a related field and at least three years of relevant experience. Proficiency in French and the ability to travel between specific service centers are required.

Skills

Customer service
Financial advisory
Business development
Relationship management
Fraud prevention
Risk management
Compliance
Digital solutions
Financial transactions
Problem solving
Communication
Tech savvy
Situational adaptability
Action oriented

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial products
Digital solutions
Fraud
Compliance
Risk management
Business development
Customer experience
Financial empowerment
Technological tools
Security
Banking
Client relations
Transaction processing
Cooperative values
Service delivery

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Work requirements

Jobs in Canada