Advisory Agent, Member and Client Experience

Desjardins; Beloeil; Sur place; CAD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Résumé du poste

Desjardins in Beloeil is seeking a Member/Client Experience Advisor to help members and clients with financial needs, promoting digital tools and ensuring they are satisfied. You welcome clients, listen to their goals, and offer personalized solutions, including opening accounts and guiding transactions.

You will advise on products and services, support business development, and stay current on standards while upholding security and compliance.

Qualifications

• Minimum of three years of relevant experience.
• Knowledge of French is required.
• Available to work one evening per week.

Responsabilités

• Assist members by guiding them to existing applications and tools for self-service transactions.
• Contribute to business development and maintain relationships through service delivery.
• Assist members who have encountered fraud or irregularities and process settlements.
• Stay updated on the latest standards, products, and services in your field.
• Uphold compliance, security and risk management standards.

Connaissances

Customer focus

Communication skills

Tech savviness

Situation adaptability

Nimble learning

Diversity awareness

Action oriented

Formation

High school diploma or equivalent

Description du poste

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.

#LI-Onsite

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 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

2026-11-6