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Advisory Agent, Member and Client Experience

DesjardinsWorkdayCaisse Desjardins de Québec
Posted 15 OctFound 31 OctSeen 3 hours ago

Fit

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The Posting

The work mode arrangement for the position is full-time on site.

🎈Many opportunities are currently available in the beautiful Capitale-Nationale region.

As a member and client experience advisory, 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.
  • Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
  • 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.
  • Work in collaboration with personal finance advisors and improve the service offered to members

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.

What you bring to the table

  • Regardless of your background or academic training, if you have always wanted to work in the financial field, please submit your application. Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. You will receive tailored training to launch a career that matches your skills, ambitions, and level of education.
  • Knowledge of French is required

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!

Job Family

Member/client sales and service (FG)

Facts

Source
Workday
External id
R2500850-1
Location
Caisse Desjardins de Québec, Canada; Caisse Desjardins de Sainte-Foy, Canada; Caisse Desjardins de Charlevoix, Canada; Saint-Marc-des-Carrières, Canada; Caisse Desjardins du Plateau Montcalm, Canada; Caisse Desjardins de Charlesbourg, Canada; Beauport, Canada
Remote
Not stated
Employment
Full time
Posted
15 Oct 2026
First seen
31 Oct 2026, 07:11
Last seen
1 Nov 2026, 12:29
Status
Not yet added
Posting id
9dee02cb-3207-5f54-bd04-07d68cf0b958