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Added 27 mins ago
Senior Advisor, Trust Services
Laurentian Bank
Montreal, QC
Full-time
…relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market…
Added 1 hour ago
Front Office Agent
West Edmonton Mall Property Inc. (West Edmonton Mall & Fantasyland Hotel)
Edmonton, AB
Assisting with Guest Services, Reservations, and Switchboard operations if necessary.
Added 1 hour ago
Customer Service Agent (Kelowna) PTOC
Pacific Coastal Airlines
Kelowna, BC
Pacific Coastal Airlines is looking for a Permanent Part Time On Call Customer Service Agent based in Kelowna. We are seeking a candidate who is looking to enjoy a family-oriented, dynamic…
Added 1 hour ago
Customer Service Agent (Kelowna) PTOC
Pacific Coastal Airlines
Kelowna, BC
Pacific Coastal Airlines is looking for a Permanent Part Time On Call Customer Service Agent based in Kelowna. We are seeking a candidate who is looking to enjoy a family-oriented, dynamic…
Added 1 hour ago
Data Engineer
Buyerlink
Victoria, BC
Full-time
Support the building of data acquisition and preparation processes
Added 1 hour ago
Administrative Assistant
Jobright.ai
Canada
Full-time
Jobright is an AI-powered job search agent that guides and simplifies the job search process. The Administrative Assistant provides organized support for team coordination, records and…
Added 2 hours ago
Specialist - Software Engineering- GEN AI
LTM
ON · Ontario, Canada
$80,000 to $90,000 USD / year
Full-time
We are seeking a highly skilled Full Stack Developer with strong expertise in Python and Angular to build and support modern cloudnative applications The ideal candidate should be…
Added 2 hours ago
Data Engineer
Buyerlink
Victoria, BC
Full-time
Support the building of data acquisition and preparation processes
Added 2 hours ago
Business Analyst, Entry Level
Jobright.ai
Canada
Full-time
Jobright is your personal AI job search agent that transforms the way you do job search from solo, time-consuming efforts to a fast, expert-guided journey, simplifying every job search step…
Added 2 hours ago
Customer Engagement Strategy Manager
Reitmans (Canada) Ltée/Ltd
Montreal, QC
Full-time
Partner with CRM Operations to turn strategy into high-performing, always-on customer journeys.
Added 2 hours ago
Bilingual Operations Agent,Third Party Demands and Legal Products
Royal Bank of Canada
Montreal, QC
Full-time
As Operations Agent you will be a member of the Third Party Demands Team. You will be responsible for Third Party investigations or escalations at first point of contact for all RBC…
Added 2 hours ago
Senior Analyst, Loan Loss
Scotiabank
Toronto, ON
Support the management, maintain, and administer the Bank’s capital stock portfolio, serving as the key contact with the Transfer Agent and Trustee and as the internal point of contact for…
Added 2 hours ago
Administrative Assistant
OFNTSC
Brantford, ON
…Administrative Assistant will play a crucial role in providing support to members of Senior Management in tasks such as research, minute taking, scheduling and administrative support. This…
Added 2 hours ago
Bilingual Operations Agent,Third Party Demands and Legal Products
RBC
Montreal, QC
Full-time
As Operations Agent you will be a member of the Third Party Demands Team. You will be responsible for Third Party investigations or escalations at first point of contact for all RBC…
Added 3 hours ago
Product Manager UX- AIOS
Zafin
Toronto, ON
…partnering closely with design, and ensuring AIOS experiences support real work: agent orchestration, workflow setup, monitoring, review, exception handling, and human-in-the-loop…
Added 3 hours ago
Operations Analyst, Entry Level
Jobright.ai
Canada
Full-time
Jobright is your personal AI job search agent that transforms the way you do job search from solo, time-consuming efforts to a fast, expert-guided journey, simplifying every job search step…
Added 3 hours ago
Workforce Planner (6 months)
Legal Aid Ontario
Toronto, ON
Contract
Reporting to: Operations Manager, Intake Operations Support
Added 3 hours ago
Delivering Deal Value Manager
PwC
Montreal, QC
Full-time
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate…
Added 3 hours ago
Human Capital Director, Deals
PwC
Toronto, ON
Full-time
…leadership team to drive and execute people strategies that directly support business objectives, growth, and transformation. Leveraging deep expertise in talent management, workforce…
Added 3 hours ago
Independent Contractor / Owner-Operator
Talize Inc / Recycling Rewards
Toronto, ON · North York, ON
…work fuels real environmental change and meaningful community…
Added 3 hours ago
Bilingual Special Handling Investigator
TransUnion
Burlington, ON
Full-time
…customer service functions, this role provides operational support through daily reporting, ticket management, and customer communications, Daily reporting, fraud-related investigations,…
Added 3 hours ago
Site Reliability Engineer / Release Management & Automation Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
…Management & Automation Specialist. This role provides critical support for a strategic enterprise release orchestration platform and delivery operations system. You will be responsible for…
Added 3 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Montreal, QC
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 3 hours ago
Advisory Agent - Member and Client Experience
Desjardins
Saguenay, QC · Caisse Desjardins de Chicoutimi
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 3 hours ago
Coordonateur fret maritime sénior / Senior Ocean Freight Coordinator
BLV - Value Chain Partners
Pointe-Claire, QC
Full-time
…l’opportunité de rejoindre une équipe dynamique au cœur de ses opérations de groupage, où précision et innovation stimulent la fidélisation des clients et la croissance du chiffre…

Desjardins

Advisory Agent, Member and Client Experience

Montreal, QC, Canada

Job type: Part-time
Apply by: Oct 27, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

Temporary 3-month position

The work mode arrangement for the position is full-time on site

As a member and client experience advisory agent, 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 addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to :

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.

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

High school diplomas in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
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

2026-10-26

Apply About employer

More about this job

Responsibilities

You will provide advisory support to members and clients regarding banking transactions, digital tools, and personalized financial solutions. Additionally, you will contribute to business development and assist clients in navigating fraud or operational irregularities.

Requirements

Candidates must have a high school diploma and at least two years of relevant experience in a related field. Proficiency in French and knowledge of financial services and digital banking products are required.

Skills

Customer service
Financial empowerment
Banking transactions
Business development
Digital solutions
Fraud detection
Compliance
Risk management
Data entry
Technical support
Communication
Problem solving
Adaptability
Tech savvy

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial services
Customer experience
Digital solutions
Fraud prevention
Compliance
Risk management
Business development
Cooperative values
Technical support
Data entry
Financial empowerment
Client relations
Security measures
Internal controls

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