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Desjardins

Advisory Agent, Member and Client Experience

Desjardins

Advisory Agent focusing on improving member and client experience by advising on banking transactions. Collaborate on business development and support members with tech tools and fraud situations.

Posted 7/3/2026full-timeLa Pocatière • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills in supporting members and clients with financial services applications and tools. Capable of building and maintaining business relationships while addressing fraud and irregularities effectively.

Highest-signal resume keywords
Customer ServiceBusiness DevelopmentFraud PreventionRelationship ManagementFinancial Services

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Industry Keywords
Financial ServicesFraudBusiness RelationshipsService DeliveryTechnological ToolsTransactionsOperationsCooperative InstituteTrainingClient Support

About the role

Key responsibilities & impact
  • 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, and ensure that they are referred to the appropriate partners.

Requirements

What you’ll need
  • Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
  • The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Benefits

Comp & perks
  • 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