Advisory Agent for Enhanced Member and Client Financial Services

Desjardins
📍 plessisville, qc, Canada 💼 Full-time 🕒 Posted June 01, 2026

Job Description

Elevate client interactions by becoming an advisory agent dedicated to member satisfaction and financial empowerment. Support clients with personalized banking insights and technology solutions.

This full-time, on-site position spans 7 months, where you'll play a crucial role in member and client experiences. You will be expected to actively engage with clients, understanding their needs while ensuring smooth financial transactions. Your support will help reinforce cooperative values and encourage the effective use of available banking tools in your community.

Key Responsibilities:
• Assist clients with understanding banking applications
• Foster business development through exemplary service
• Direct clients facing fraud to the right resources
• Stay updated on banking products and standards
• Commit to compliance and risk management protocols

Requirements:
• High school education in a relevant area
• At ...

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Job Details

  • Location plessisville, qc
  • Job Type Full-time
  • Category Sales
  • Posted Date June 01, 2026
  • Application Deadline July 11, 2026