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⏰ Full-time

Advisory Agent - Member and Client Experience

Desjardins
Location 📍 cacouna, Canada
Posted 📅 June 01, 2026
Work Type ⏰ Full-time

Position Overview

Required

As a member and client experience advisory agent at Caisse Desjardins de Viger et Villeray, 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 addressi...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
cacouna, Canada