Posted yesterday
Advisory Agent, Member and Client Experience
@ Caisse Desjardins du Lac des Deux-Montagnes
Canada
Overview
Caisse Desjardins du Lac des Deux-Montagnes is hiring a part-time advisory agent for member and client experience, on site full-time schedule as stated. The role advises members on banking transactions, promotes Desjardins products and digital tools, and helps clients recover from fraud or irregularities. The posting states competitive salary with annual bonus, four weeks of flexible vacation, a defined benefit pension, group insurance and French required.
Responsibilities:
- Support members and clients with banking transactions and digital tools
- Promote Desjardins products, services and distribution channels
- Assist members affected by fraud or irregularities and refer them to partners
- Contribute to business development and maintain client relationships
- Follow compliance, security and risk management rules
Requirements summary:
- High school diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French required
- Customer focus and effective communication
- Tech savvy and nimble learning
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-12
- First seen by our source
- 2026-11-13
- Source record updated
- 2026-11-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Experience | 2+ years |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | French |
| Education | High school (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caisse Desjardins du Lac des Deux-Montagnes
| Field | Value |
|---|---|
| Open jobs on Jobsy | 2 |
The work mode arrangement for the position is full-time on site.
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 provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' 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 ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to:
- Support members and clients by telling them about technological tools and applications 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.
- Stay on top of the latest standards, products and services in your field.
- Adhere to compliance, security and risk management rules.
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
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- 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!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-27Journal
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