Support members and clients as a full time, on-site Desjardins advisory agent focused on financial products, digital tools, and personalized service.

As a member and client experience advisory agent, you help create welcoming, satisfying experiences while addressing needs and supporting financial empowerment. You promote cooperative values, advise on Desjardins products and services, and help clients use available distribution channels.



You also identify business opportunities and refer specialized needs to colleagues.

Key Responsibilities:

• Explain applications and technological tools for independent transactions
• Open accounts and support financial transactions
• Assist fraud or irregularity cases and process related transactions
• Maintain business relationships through service delivery and activities
• Uphold compliance, security, and risk management standards

Requirements:

• Related high school diploma
• Minimum three years of relevant experience
• Knowledge of French
• Knowledge of Desjardins and competitor financial products
• Knowledge of security measures, legal framework, and internal controls

Bring customer focus, technological confidence, and financial services knowledge to support Desjardins members and clients on site.