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Full-Time Advisory Agent at Desjardins

Role, Inc.

Remote, Remote, Canada Full-time July 07, 2026

Found Description

Become a Full-Time Advisory Agent at Desjardins, transforming member and client experiences. Your role focuses on customer satisfaction, providing tailored financial support and promoting innovative banking solutions.
As a valued member of the team, you’ll assist clients with banking transactions and empower them through technology guidance. You will also contribute to business development and ensure compliance with security and risk protocols. Understanding cooperative values is essential in fostering strong member relationships.
Key Responsibilities:
• Support members in utilizing tech tools for banking
• Develop business relationships through effective service
• Aid clients facing fraud concerns and make referrals
• Stay informed about current banking products
• Comply with established security measures
Requirements:
• High school diploma or equivalent
• Minimum two years' experience in a relevant role
• Comprehensive knowledge of Desjardins services...

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