Member Experience & Financial Empowerment Advisor

Desjardins; Matane; On-site; CAD 48,000 - 64,000; Full time

Benefits offered by this job

4 weeks vacation starting year one

Annual bonus

Pension plan ( defined benefit)

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is hiring a member/client experience advisory agent in Canada. You will help members with transactions, promote digital solutions, and provide personalized financial guidance while upholding security and compliance.

The role emphasizes welcoming service, listening to needs, and building lasting relationships. You will identify opportunities, assist with fraud cases, and refer complex needs to colleagues with specialized expertise.

Qualifications

• Fluent or advanced French required.
• Experience delivering member/client service in financial sector preferred.
• Knowledge of Desjardins products and services is advantageous.

Responsibilities

• Assist members and clients with transactions and product information.
• Identify opportunities and refer to specialists for complex needs.
• Support fraud cases and monitor transactions to settlement.
• Promote digital tools and ensure secure, compliant service delivery.

Skills

French language

Customer service

Financial products

Data integration

Security & compliance

Cooperative values

Digital tools

Fraud support

Education

High school diploma

Job description

Desjardins is hiring a member/client experience advisory agent in Canada. You will help members with transactions, promote digital solutions, and provide personalized financial guidance while upholding security and compliance.

The role emphasizes welcoming service, listening to needs, and building lasting relationships. You will identify opportunities, assist with fraud cases, and refer complex needs to colleagues with specialized expertise.