Find work in Canada.

333,792 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 mins ago
TDS Operations Analyst III
TD
Toronto, ON
Full-time
With offices located around the world and with more than 650 professionals, the strength of TD Securities Global Operations lies in the diverse and dynamic group of individuals who provide…
Added 10 mins ago
Airfreight Pricing Agent
CMA CGM
Vancouver, BC
…and distribution management services. It offers supply chain support, along with logistics consultation, industry specific customization, global level freight management and system…
Added 10 mins ago
AI & Data Analytics and Reporting Analyst Co-op
CIBC
Toronto, ON
Full-time
Technology Operations helps keep our systems, processes, and teams running smoothly so we can deliver reliable experiences across the bank. As an AI & Data Analytics and Reporting Analyst…
Added 10 mins ago
Solution Architect
BMO
Toronto, ON · SCC
Full-time
Service, Operations & Support (SOS) | Technology & Operations (T&O)
Added 10 mins ago
AVP, GTO Strategy & Transformation
Manulife
Toronto, ON
Full-time
…operational transformation initiatives across customer service, operations, digital channels, workforce productivity, and support functions. Current focus areas may include contact centre…
Added 23 mins ago
AI Engineer, Mid Level
Jobright.ai
Canada
Full-time
Review code, document systems, and support production operations
Added 37 mins ago
Customer Engagement Strategy Manager
RCL - Reitmans Canada Ltd/Ltée
Montreal, QC
Full-time
Partner with CRM Operations to turn strategy into high-performing, always-on customer journeys.
Added 38 mins ago
Senior Observability Engineer
Apptoza Inc.
Toronto, ON
Contract
Implement Model Context Protocol (MCP) for AI agent integration with
Added 38 mins ago
Chief Compliance Officer
VanEck
Toronto, ON
Full-time
Support the Independent Review Committee and manage the conflict of interest matters referred to it.
Added 38 mins ago
TDS Operations Analyst III
TD Securities
Toronto, ON
Full-time
With offices located around the world and with more than 650 professionals, the strength of TD Securities Global Operations lies in the diverse and dynamic group of individuals who provide…
Added 54 mins ago
Technical Field Support Representative
Canadian Fiber Optics Corp
Calgary, AB
Full-time
We are looking for a proactive and detail-oriented Technical Field Support Agent to join our team. This role focuses on service provisioning, technical troubleshooting, and supporting field…
Added 1 hour ago
Surintendant général de chantier / General Site Superintendent
Broccolini
Montréal-Ouest, QC
Full-time
Assister au développement des surintendants de chantier et aux réunions d'opérations chantier
Added 1 hour 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 1 hour 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 1 hour ago
Sr. Integration Architect - Automation
Infotree Global Solutions
Toronto, ON
Contract
…AI/Agentic Orchestration. Drives digital transformation of Legal operations, establishes platform governance, and mentors’ junior…
Added 1 hour ago
Observability Engineer (KUBERNETES & CONTAINERS, GITOPS & AUTOMATION, QUERY LANGUAGES, CLOUD & INFRASTRUCTURE)
Apptoza Inc.
Toronto, ON
Contract
…observability data • Implement Model Context Protocol (MCP) for AI agent integration with observability platforms AUTOMATION & PLATFORM…
Added 1 hour ago
Agent des méthodes/Method Agent
Safran
Kirkland, QC
Full-time
The Methods agent is responsible for analyzing customer and internal documents (CSD, engineering drawings, material and process specifications, etc.) in order to prepare and provide the…
Added 1 hour ago
Client Financial Services Agent, Service Signature
Desjardins
Quebec, QC
Full-time
As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to…
Added 1 hour ago
Front Desk Agent (Winter Seasonal)
Four Seasons Hotels and Resorts
Whistler, BC · Four Seasons Whistler
Full-time
…thoughtful, memorable guest experiences. As a Full Time Front Desk Agent, you’ll welcome guests to the property, provide exceptional guest experiences at check-in, during the guest’s stay…
Added 1 hour ago
Lead Change Management Specialist
Royal Bank of Canada
Toronto, ON
Full-time
Own the Agentic Readiness Framework: define human-side readiness criteria and workflow change patterns required before AI agent deployment across DevOps & EA
Added 1 hour ago
SOC 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 1 hour ago
Surintendant général de chantier / General Site Superintendent
Broccolini Construction Inc.
Montreal, QC
Full-time
Assister au développement des surintendants de chantier et aux réunions d'opérations chantier
Added 2 hours ago
Cyber Security Specialist
Apptoza Inc.
Calgary, AB
Contract
Proficiency in automation, scripting workflow optimization within Security Operations environments.
Added 2 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Montreal, QC
Full-time
As a Advisory Agent, Member and Client Experience you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 2 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Princeville, QC
Full-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,…

Desjardins

Advisory Agent, Member and Client Experience

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 6, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

Original job description

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

As a Advisory Agent, Member and Client Experience 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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 existing applications and technological tools 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. Monitor and process transactions required to settle their cases
Stay on top of the latest standards, products and services in your field
Uphold compliance, security and risk management standards

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 three 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 counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and 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)

CAISSE DU CENTRE-EST DE MONTRÉAL (30261 / Conv_Col_00085) (2016-04-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-5

Apply About employer

More about this job

Responsibilities

The Advisory Agent provides personalized financial advice, manages member accounts, and promotes digital solutions to ensure client satisfaction. They also assist with transaction processing, business development, and support members who have encountered fraud or irregularities.

Requirements

Candidates must possess a high school diploma in a related field and a minimum of three years of relevant experience. Proficiency in French and knowledge of financial products, security standards, and internal controls are required.

Skills

Customer service
Financial advisory
Account management
Business development
Fraud assistance
Transaction processing
Digital solutions
Compliance
Risk management
Technical support
Communication
Problem solving
Financial products
Data integration
Security measures
Relationship management

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial services
Member experience
Client experience
Financial empowerment
Cooperative values
Digital solutions
Fraud
Compliance
Risk management
Business development
Transaction processing
Telemedicine
Pension plan
Customer focus
Tech savvy
Situational adaptability
Internal controls
Legal framework
Service standards
Account opening

Report this job