Advisory Agent, Member and Client Experience

Desjardins; Sainte-Adèle; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and telework

Eligibility-based benefits

Job summary

A leading financial services cooperative in Laurentides seeks a full-time Member/Client Experience Advisory Agent. You will enhance member satisfaction by providing personalized solutions and promoting products. Responsibilities include advising on technology use, maintaining business relationships, and assisting clients with concerns. The role demands a high school diploma and knowledge of Desjardins services, with a strong emphasis on customer focus and tech-savviness. The position offers a competitive salary with a defined benefit pension plan and other benefits.

Qualifications

• Minimum of two years of relevant experience preferred.
• Knowledge of Desjardins products and services required.
• Understanding of financial services cooperatives is essential.
• Knowledge of Desjardins products and services.

Responsibilities

• Support members with technological tools for transactions.
• Maintain business relationships through service delivery.
• Assist clients with issues related to fraud and refer to partners.
• Stay updated on standards, products, and services, ensuring compliance.

Skills

Customer Focus

Tech savvy

Communication

Adaptability

Situational adaptability

Tech savvy

Education

High school diploma in a related field

Job description

Temporary position

The work mode arrangement for the position is full-time on site.

Required

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 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 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.

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.

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!

Job Family

Member/client sales and service (FG)

Unposting Date: 2026-03-27