Advisory Agent, Member and Client Experience

9 hours ago

Saintcharlesdebellechasse, Canada Desjardins Full time

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:

- 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

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
- 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
- Ability to enter data in the systems

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy
**Trade Union (If applicable)**

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.

**Job Family**

Member/client sales and service (FG)
**Unposting Date**

2026-03-23

  • Advisory Agent, Member and Client Experience

    22 hours ago

    Saint-Gabriel-de-Brandon, Canada Desjardins Full time

    Advisory Agent, Member and Client Experience Desjardins is hiring an Advisory Agent to support members and clients in their financial journeys. The role is full‑time onsite. Responsibilities Support members and clients by teaching them how to use technological tools and applications to perform transactions independently. Contribute to business development...

  • Advisory Agent, Member and Client Experience

    3 weeks ago

    Saint-Luc-de-Bellechasse, Canada Desjardins Group Full time

    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...

  • Advisory Agent, Member and Client Experience

    22 hours ago

    Saint-Lambert-de-Lauzon, Canada Desjardins Full time

    Advisory Agent, Member and Client Experience Join to apply for the Advisory Agent, Member and Client Experience role at Desjardins. Temporary 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...

  • Advisory Agent, Member and Client Experience

    22 hours ago

    Saint-Amable, Canada Desjardins Full time

    Advisory Agent, Member and Client Experience Join to apply for the Advisory Agent, Member and Client Experience role at Desjardins 1 day ago — Be among the first 25 applicants We provide AI‑powered advice on this job and more exclusive features. The work mode arrangement for the position is full‑time on site. Required Support members and clients by...

  • Advisory Agent, Member and Client Experience

    22 hours ago

    Saint-Côme, Canada Desjardins Full time

    Advisory Agent, Member and Client Experience Join Desjardins as an Advisory Agent focused on member and client experience. The role operates full‑time on site and aims to improve customer satisfaction by offering personalized financial support, promoting Desjardins products, and ensuring smooth transactions. Responsibilities Support members and clients by...

  • Advisory Agent, Member and Client Experience

    2 weeks ago

    Salaberry-de-Valleyfield, Canada Desjardins Group Full time

    Advisory Agent, Member and Client Experience page is loaded## Advisory Agent, Member and Client Experienceremote type: The work arrangement for the position is full-time on-site worklocations: Salaberry-de-Valleyfieldtime type: Part timeposted on: Posted Yesterdayjob requisition id: R2516789The work mode arrangement for the position is full-time on...

  • Advisory Agent, Member and Client Experience

    23 hours ago

    Saint-Anselme, Canada Desjardins Group Full time

    Advisory Agent, Member and Client Experience page is loaded## Advisory Agent, Member and Client Experienceremote type: The work arrangement for the position is full-time on-site worklocations: Saint-Anselme: 159, boulevard Bégin Sainte-Claire: 57, route Campagna Saint-Henri: 87, rue Principale Saint-Raphaël: 310, route du Fleuve Beaumonttime type: Part...

  • Advisory Agent, Member and Client Experience

    3 weeks ago

    Saint-Apollinaire, Canada Desjardins Full time

    Advisory Agent, Member and Client Experience 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...

  • Advisory Agent, Member and Client Experience

    23 hours ago

    Saint-Tite-des-Caps, Canada Desjardins Full time

    Advisory Agent, Member and Client Experience Join to apply for the Advisory Agent, Member and Client Experience role at Desjardins. The work mode arrangement for the position is full-time on site. Responsibilities Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on...

  • Advisory Agent Member and Client Experience

    3 weeks ago

    Saint-Denis-sur-Richelieu, Canada Desjardins Full time

    Advisory Agent Member and Client Experience Join to apply for the Advisory Agent Member and Client Experience role at Desjardins. 4 days ago – Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features. The work mode arrangement for the position is full‑time on site. Job Responsibilities Support members and clients...