Become an Advisory Agent with Desjardins, focusing on enhancing member and client experiences in a full time in office capacity. Guide clients in using technological tools to fulfill their needs.

This role is essential in delivering exceptional client experiences at Desjardins. As an Advisory Agent, you will interface directly with clients, helping them utilize available resources and directing them to proper assistance when needed. Collaboration with personal finance advisors will be key in this capacity.

Key Responsibilities
Educate members on self-service application usage
Provide a warm welcome and assess member needs
Foster business development through quality service
Resolve issues related to fraud, making appropriate referrals
Work with personal finance advisors for service improvement

Requirements:
Customer service experience is essential
Skills in identifying client needs quickly
Understanding of business relationships and development
Familiarity with tools used in financial services
Robust teamwork skills

Drive meaningful member support at Desjardins as an Advisory Agent dedicated to client experience.

📌 Client Experience Advisory Agent Role La Malbaie (Canada)
🏢 Desjardins
📍 Canada