Advisory Agent, Member and Client Experience

Desjardins
Full-time saint joseph du lac, laurentides Sales
Posted:
June 05, 2026
Location:
saint joseph du lac, laurentides, Canada

Job Description

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

Required

As a member and client experience advisory agent, you help give members and clients a better experience and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions. You identify business opportunities and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You en...

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Job Overview

Job Type: Full-time
Location: saint joseph du lac, Canada
Posted: June 05, 2026
Deadline: July 15, 2026