Advisory Agent, Member and Client Experience

Caisse Desjardins de l'Anse de La Pocatière

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Caisse Desjardins de Lévis 159, boulevard Bégin Sainte-Claire 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

Several opportunities are currently available in the Chaudière-Appalaches region.📍


As a member and client experience advisory agent, 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
  • 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.

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.

#LI-Onsite


What you bring to the table


  • Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education
  • Knowledge of French is required

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 transactions, promote products, promote digital tools, handle fraud issues.

Job title

Advisory Agent, Member and Client Experience

Experience level

entry level

Industry

financial services

Location requirements

onsite in the Chaudière-Appalaches region, full-time

Salary

Competitive salary and annual bonus

Management role

No

Skills & keywords

Required skills

French

Preferred skills

None specified

Specializations

banking transactionsdigital solutionsfinancial advisorycustomer service
Locations

Structured locations inferred from the posting.

Unknown location

On-site