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Job summary

The advisory agent provides personalized financial advice and support to members while promoting Desjardins products and digital tools. They are responsible for maintaining business relationships, assisting with transactions, and addressing issues such as fraud or security concerns.

Job details

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 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: upport 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 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 #LI-Onsite 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 2026-09-28

What you’ll do

The advisory agent provides personalized financial advice and support to members while promoting Desjardins products and digital tools. They are responsible for maintaining business relationships, assisting with transactions, and addressing issues such as fraud or security concerns.

Requirements

Candidates must possess a high school diploma and at least two years of relevant experience in a related field. Proficiency in French and knowledge of financial services, security measures, and internal controls are required.

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Safety awareness · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Communication · Preferred
• Data entry · Preferred
• Technical Support · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial advisory
• Banking transactions
• Digital solutions
• Business development
• Fraud assistance
• Compliance
• Risk management
• Data entry
• Technical support
• Communication
• Problem solving
• Relationship management
• Financial literacy
• Safety awareness
• Internal Controls
• Operations
• Risk Management
• Technical Acumen
• Financial Services
• Adaptability
• French Language
• Sales
• Customer Service
• Business Development
• Empowerment
• Service Standards
• Action Oriented
• Experimental Learning

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales
• Patient Experience Advisor
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents