Advisory Agent, Member and Client Experience

Caisse Desjardins de l'Anse de La Pocatière

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Caisse Desjardins de Québec Caisse Desjardins de Sainte-Foy Until 8/22/2026 First posted April 21, 2026 Last posted April 21, 2026
Job description

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.

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)
About this role

Summary

Assist members with banking, promote products, ensure good service, and support digital tool usage

Job title

Advisory Agent, Member and Client Experience

Experience level

null

Industry

financial services

Location requirements

On-site in Quebec, no remote work allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

customer servicefinancial advicedigital toolscommunication

Preferred skills

fraud supportrelationship buildingteam collaboration

Specializations

bankingclient servicedigital solutions
Locations

Structured locations inferred from the posting.

Unknown location

On-site