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Added 3 mins ago
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Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…Investigators, the Clinical Trial Billing Team and research operations to ensure financial integrity throughout the study…
Added 3 mins ago
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Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 3 mins ago
Site Administrator
Del Property Management
ON
…members, and service providers while ensuring smooth daily operations and maintaining high standards of customer…
Added 3 mins ago
Site Administrator
Del Property Management
ON
Reports To: Condominium Manager / VP of Operations
Added 3 mins ago
Senior Trade Compliance Specialist
CCM Hockey
Montreal, QC
Added 3 mins ago
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Asset Protection Operations Team Associate
Walmart
Brampton, ON
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 34 mins ago
Director, Client Lifecycle Management and AML Compliance
GardaWorld
Toronto, ON
Working closely with AML leadership, Sales, Operations, Legal, Finance, IT, and other key stakeholders, the Director supports business growth while maintaining a strong and effective…
Added 1 hour ago
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administrative assistant
Récupération Frontenac Inc.
Thetford Mines, QC
- Full-time
Added 1 hour ago
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Planner, Strategic Sales Merchandise Planning
lululemon
Vancouver, BC
- Full-time
…understand new product trends as well as members of the Retail and Operations teams to understand and respond business product needs. The team monitors the business on a daily, weekly,…
Added 1 hour ago
Director, Performance Marketing
Brex
Vancouver, BC
…software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service…
Added 3 hours ago
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Account Manager, Fulfillment and Logistics
AMZ Prep®
Mississauga, ON
- Full-time
…at the center of that growth, and we are building a Customer Operations team to own those relationships day to…
Added 5 hours ago
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Manager, General Accounting
Fraser Health
New Westminster, BC
- Full-time
Establishes effective administrative systems for maintaining, evaluating and reporting on the operations of the General Department including departmental activities and progress on…
Added 5 hours ago
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Project Manager, Audit Quality
KPMG
Oakville, ON · Toronto, ON · Vaughan, ON · ON
- Full-time
Bachelor’s degree in business, accounting, finance, operations, or a related field
Added 5 hours ago
S
Product / Domain Engineer - Fintech
SweetTech
Montreal, QC
- Full-time
…Development Life Cycle, agentic technology stack, and SweetOS operations. You will learn how to work with our autonomous development systems, navigate the application architecture, compose…
Added 5 hours ago
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Platform Software Engineer - Fintech
SweetTech
Montreal, QC
- Full-time
…Development Life Cycle, agentic technology stack, and SweetOS operations. You will learn how to work with our autonomous development systems, navigate the application architecture, compose…
Added 5 hours ago
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Junior Product Engineer - Fintech
SweetTech
Montreal, QC
- Full-time
…Development Life Cycle, agentic technology stack, and SweetOS operations. You will learn how to work with our autonomous development systems, navigate the application architecture, compose…
Added 5 hours ago
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Forward Deployed Engineer - Fintech
SweetTech
Montreal, QC
- Full-time
…Development Life Cycle, agentic technology stack, and SweetOS operations. You will learn how to work with our autonomous development systems, navigate the application architecture, compose…
Added 5 hours ago
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Associate Platform Engineer - Fintech
SweetTech
Montreal, QC
- Full-time
…Development Life Cycle, agentic technology stack, and SweetOS operations. You will learn how to work with our autonomous development systems, navigate the application architecture, compose…
Added 5 hours ago
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Associate Forward Deployed Engineer - Fintech
SweetTech
Montreal, QC
- Full-time
…Development Life Cycle, agentic technology stack, and SweetOS operations. You will learn how to work with our autonomous development systems, navigate the application architecture, compose…
Added 6 hours ago
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Revenue Accounting Specialist
Aurora Towers
Montreal, QC
- Full-time
…close process. The specialist will collaborate with finance and operations teams to analyze variances, resolve discrepancies, and improve revenue accounting processes and controls. The role…
Added 7 hours ago
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PT Count Room Attendant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
The Slot Cashier is directly responsible for the operations of the front window, transactions with the count room, and assisting with cart transfers as required by the Cage Supervisor. The…
Added 7 hours ago
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CLSU Manager (Commercial Support) - Insurance
JobsMedia.io
Toronto, ON
- Full-time
Operations: Ensure high standards of documentation and compliance within the commercial unit.
Added 7 hours ago
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Commercial Lines Account Executive
JobsMedia.io
Toronto, ON
- Full-time
Risk Assessment: Conduct risk assessment of clients' operations, determine appropriate insurance coverages, and develop risk management strategies.
Added 7 hours ago
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(CAN) Asset Protection Operations Team Associate
Walmart
Slave Lake, AB
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 8 hours ago
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Receptionist/Facility Admin - Term Position
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Fort Saskatchewan, AB
- Temporary
…storage systems, and Asset Solutions, a leading provider of operations, management, wells and decommissioning services - we combine technical excellence with execution capability to extend…

Desjardins

Advisory Agent Member and Client Experience

Saguenay, QC, Canada
Caisse Desjardins d'Arvida-Kénogami, Canada

Part-time

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Job details

Job type: Part-time
Posting language: English
Posted: Sep 28, 2026

Original job description

Temporary 6-month position (On call)

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 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, and ensure that they are referred to the appropriate partners.
Stay on top of the latest standards, products and services in your field.
Uphold compliance, security and risk management standards.

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 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

2026-10-14

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More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members while promoting digital tools and banking products. They also handle business development, assist with fraud-related issues, and ensure compliance with security standards.

Requirements

Candidates must possess a high school diploma in a related field and at least two years of relevant experience. Proficiency in French is required, along with strong customer service and communication skills.

Skills

Customer service
Financial advisory
Banking transactions
Digital solutions
Business development
Fraud prevention
Risk management
Compliance
Communication
Tech savvy
Situational adaptability
Customer focus

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial services
Customer experience
Digital tools
Fraud
Compliance
Risk management
Business development
Cooperative values
Advisory
Transactions
Security
Client relations
Technological tools

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