Advisory Agent, Member and Client Experience

Relevance; Montreal; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse/

Telework equipment

Job summary

Desjardins is seeking a client experience advisory agent for a temporary 3-month, full-time on-site role in Montréal. You will help members and clients feel welcome, listen to their needs, and provide advice on banking transactions and digital tools.

You will promote Desjardins products, address issues, and refer complex needs to colleagues. The role emphasizes service standards, security, and customer-focused support.

Qualifications

• High school diplomas in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services for caisse members and Desjardins Business centres.
• Ability to enter data in the systems.
• Knowledge of security measures, legal frameworks and internal controls.

Responsibilities

• Advise members and clients on banking transactions and solutions.
• Promote Desjardins products and services and available distribution channels.
• Identify business opportunities and refer members to colleagues for specialized needs.
• Act as a digital solutions ambassador and advise on their use.
• Ensure smooth financial transactions and address issues as they arise.

Skills

Customer focus

Communicates effectively

Tech savvy

Nimble learning

Adaptability

Education

High school diploma

Job description

Temporary 3-month position

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 :

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 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
• Ability to enter data in the systems
• 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

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

2026-10-26