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Added 24 mins ago
Représentant ou représentante bilingue, Unité des solutions de service / Service Solutions Unit Representative Bilingual
Fidelity Canada
Toronto, ON · Mississauga, ON · Montreal, QC · Calgary, AB
Full-time
…particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. En tant que…
Added 24 mins ago
Représentant ou représentante, Unité des solutions de service / Service Solutions Unit Representative
Fidelity Canada
Toronto, ON · Mississauga, ON · Montreal, QC · Calgary, AB
Full-time
…particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. En tant que…
Added 39 mins ago
Lead AI engineer
Hays
Halifax, NS
$150,000 to $175,000 CAD / year
Full-time
Partner with architects and senior engineering leaders on AI services, machine learning platforms, agent-based workflows, data pipelines, and application integrations.
Added 54 mins ago
Client Financial Services Agent
Desjardins
Plessisville, QC · Caisse Desjardins de L'Érable
Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 54 mins ago
Advisory Agent, Member and Client Experience
Desjardins
Labelle, 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 1 hour ago
Customer Relations Agent, Customer Service
First National Financial LP
Toronto, ON · East York, ON
Full-time
The Customer Relations Agent is responsible for ensuring all client inquiries and requests are dealt with and processed on a timely basis and in accordance with company policy.
Added 1 hour ago
Customer Relations Agent--Bilingual, Customer Service
First National Financial LP
Montreal, QC
Full-time
The Bilingual Customer Relations Agent is responsible for ensuring all client inquiries and requests are dealt with and processed on a timely basis and in accordance with company policy.
Added 2 hours ago
Advisory Agent Member and Client Experience
Desjardins
Saguenay, QC · Caisse Desjardins d'Arvida-Kénogami
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 2 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Maniwaki, QC · Caisse populaire Desjardins de la Haute-Gatineau
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 2 hours ago
Client Financial Services Agent
Desjardins
Gatineau, QC · Caisse populaire Desjardins de Gatineau
Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 2 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Amos, QC · Caisse Desjardins d'Amos
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 2 hours ago
Client Financial Services Agent
Desjardins
Clermont, QC · Caisse Desjardins de Charlevoix
Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 2 hours ago
Senior Security Architect
Calance
Montreal, QC
Contract
Our client, a global financial services firm, is seeking a Lead AI Security Architect to serve as the architect and technical authority for an enterprise scale AI Agent Security program.…
Added 3 hours ago
US Tax - Tax Structuring - Senior Manager - Vancouver
EY
Vancouver, BC
Collaborate with professionals across International Tax, Transaction Tax, and other service lines to deliver integrated client solutions.
Added 3 hours ago
SaaS Onboarding -Systems Engineer & Automation - AVP
State Street
Toronto, ON
Full-time
Charles River Development is an award-winning provider of software and services to the Investments/Financial Services industry. Our client base includes many of the world’s largest…
Added 5 hours ago
Business Development Consultant
Sun Life
Oakville, ON
Full-time
…advisors, sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this feels well aligned to who you are and areas you want to…
Added 5 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Clermont, QC · Baie-Saint-Paul, QC · La Malbaie, QC · Isle-aux-coudres, QC · Caisse Desjardins de Charlevoix
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 5 hours ago
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins des Transports
Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 5 hours ago
Site Reliability Engineer
J&M Group
Toronto, ON
Contract
Own end-to-end monitoring of the client-controlled surface: CDN and edge configuration, DNS, certificates, cache and invalidation health, and every third-party integration on the page…
Added 7 hours ago
Analyst (GWO)
Scotiabank
Toronto, ON
…corporate loans and letters of credit where the Bank is the lead Agent Bank for a group of syndicate lenders or when the bank is providing a direct or bilateral financing for the customer.…
Added 7 hours ago
General and Commercial Insurance Agent
Co-operators
Sarnia, ON
Full-time
Company Description Co-operators is a leading Canadian financial services co-operative offering multi-line insurance and wealth products designed to build financial strength and security…
Added 15 hours ago
Financial Reporting and Tax Compliance, Senior Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
Full-time
In tax accounting services at PwC, you will assist businesses in preparing and reviewing tax provisions, tax returns, and financial statements, confirming compliance with accounting…
Added 17 hours ago
Member/client services agent, Securities
Desjardins
Montreal, QC
Full-time
As a member/client service agent – securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities…
Added 1 day ago
Insurance Advisor
deVere Group
Toronto, ON
Full-time
You will be a confident, client-facing communicator who is comfortable on the phone, on video and in person.
Added 2 days ago
Associate Insurance Agent
Co-operators
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
Company Description Co-operators is a leading Canadian financial services co-operative offering multi-line insurance and wealth products, services, and advice to help build financial…

Desjardins

Advisory Agent, Member and Client Experience

Vaudreuil-Dorion, QC, Canada
Caisse Desjardins de Vaudreuil-Soulanges, Canada

Job type: Part-time
Apply by: Oct 3, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

Original job description

More specifically, you will be required to:

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
Available to travel to the Caisse service centres
Available to work on Thursdays until 7:00 p.m.

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

2026-10-2

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members while promoting digital tools and banking products. They are responsible for maintaining business relationships, identifying growth opportunities, and assisting clients with transactions and security concerns.

Requirements

Candidates must have a high school diploma in a related field and a minimum of two years of relevant experience. Proficiency in French and knowledge of financial products, security standards, and service procedures are required.

Skills

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

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

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