Client-Focused Advisory Agent Position

Elevate your career as an Advisory Agent with Caisse Desjardins, supporting members with technology and fraud assistance. This role emphasizes business development and compliance within a dynamic team.
We are seeking an Advisory Agent to help clients navigate technology tools, contribute to business growth, and provide support in fraud cases. You will maintain strong business relationships while adhering to compliance and risk management standards. This position requires keen knowledge of Desjardins products and a commitment to client service.
Key Responsibilities:
• Support clients with technology tools and applications
• Contribute to business development initiatives
• Assist clients facing fraud or irregularities
• Stay updated on industry standards and services
• Adhere to compliance and risk management rules
Requirements:
• High school diploma in a related field
• Minimum two years of relevant experience
• Proficiency in French is required
• Kno...