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DesjardinsVerified Job Source

Advisory Agent, Member and Client Experience

As an advisory agent, you will improve the experience of members and customers by advising them on banking transactions and promoting Desjardins products. You will also assist members who have encountered fraud or irregularities and ensure proper referrals.

  • On-site
  • Causapscal, QC
  • Posted Jul 2, 2026
  • 1 position

Job summary

The work mode arrangement for the position is full-time on site. 📍Several opportunities are currently available in Bas St-Laurent region. As an advisory agent, member and client experience , you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to: * 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. What we offer* ⭐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 * Benefits apply based on eligibility criteria. #LI-Onsite What you bring to the table Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education. 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! Job Family Member/client sales and service (FG)

What you’ll do

As an advisory agent, you will improve the experience of members and customers by advising them on banking transactions and promoting Desjardins products. You will also assist members who have encountered fraud or irregularities and ensure proper referrals.

Requirements

No specific experience or education is required, making it accessible for those interested in the financial services industry. Training opportunities are provided through the Desjardins Cooperative Institute.

Benefits

• Competitive Salary • Annual Bonus • Flexible Vacation • Defined Benefit Pension Plan • Group Insurance • Reimbursement of Health and Wellness Expenses • Telework Equipment

Listed skills

  • Customer servicePreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Advising
  • Customer Service
  • Digital Solutions
  • Fraud Assistance
  • Business Development
  • Relationship Management
  • Banking Transactions
  • Technological Tools
  • Service Delivery
  • Problem Solving

Job areas

  • Finance & Accounting
  • Customer Service & Support
  • Sales
  • Consulting

Additional details

Minimum experience
0+ years
Posting language
English
Working hours
40 hours per week
Location requirements
Country, Canada