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Advisory Agent, Member and Client Experience

Desjardins | la malbaie, Canada | Posted May 31, 2026

Position Overview

Work mode arrangement: full-time on site.

Responsibilities

  • 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.

Benefits

  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined bene...

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