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Agent-conseil ou agente-conseil, Expérience membre et client
Caisse Desjardins du Grand-Mont-Tremblant
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Source date: 10/29/2026
About this role
Main responsibilities * Support members and clients by telling them about technological tools and applications 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. * Stay on top of the latest standards, products and services in your field. * Adhere to compliance, security and risk management rules. Other combinations of training and experience may be considered. * Knowledge of all convenience services products and services * Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors * Ability to enter data in the systems * Knowledge of security measures, legal frameworks and internal controls * Understanding of the philosophy and fundamentals of financial services cooperatives * Knowledge of operating procedures related to convenience products and services and automated and assisted transactions * Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-11-12 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? [Introduce yourself: we want to know you!](https://desjardins-preview.impl-wd10.myworkdayjobs.com/en-US/Desjardins/introduceYourself)