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Added 5 mins ago
Insurance Advisor Life, Health & Wealth
RBC
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
Full-time
Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
Added 5 mins ago
Senior Manager – DevOps/QE
RBC
Mississauga, ON
Full-time
Effectively communicate and build rapport with team members and other stakeholders from Business, IT, vendors, etc.
Added 20 mins ago
Intermediate- Senior Technical Designer/Civil Technologist
GEI Consultants, Inc.
London, ON
$80,000 to $110,000 CAD / year
Full-time
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Added 20 mins ago
Senior .NET Developer - ITS5
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Added 20 mins ago
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Added 20 mins ago
Warehouse Associate & Inside Sales Representative (Full Time), Edmonton, AB
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Strong computer skills with ability to learn and navigate new software systems
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Added 20 mins ago
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Added 20 mins ago
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Added 20 mins ago
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$120,000 to $150,000 CAD / year
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…faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance…
Added 20 mins ago
Deputy Program Manager, Airborne MAISR Program
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$105,000 to $135,000 CAD / year
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Added 20 mins ago
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…and reporting. You have experience using Power BI and other business intelligence tools to develop dashboards and reporting solutions. Experience working with ERP systems and large datasets…
Added 20 mins ago
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…design-forward thinking to create spaces that produce measurable business outcomes - where teams can perform at their…
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$60,000 to $65,000 CAD / year
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…qualifying leads using tools like LinkedIn Sales Navigator and CRM systems. This is an excellent opportunity for someone looking to grow their career in sales and business development…
Added 20 mins ago
Founding Software Developer
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Added 20 mins ago
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Added 20 mins ago
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…Geotab departments, including, Legal, Compliance, Operations, Business Development, HR, and other…
Added 20 mins ago
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Added 20 mins ago
Restaurant General Manager - Reflections
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…position may support additional outlets or special projects as business needs…
Added 20 mins ago
Restaurant Manager
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Establish par levels for supplies and equipment. Complete requisitions to replenish shortages or additional items needed for the anticipated business.
Added 20 mins ago
Manager, Performance Management & Strategic Enablement
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…job-related knowledge, geographic location, and other specific business and organizational…
Added 20 mins ago
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This role is responsible for supporting production and business applications, monitoring application health, and proactively identifying and escalating issues to stakeholders. It includes…

Desjardins

Advisory Agent, Member and Client Experience

Labelle, QC, Canada

Job type: Part-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Sep 28, 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 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

2026-10-12

Apply About employer

More about this job

Responsibilities

You will provide financial advice and support to members and clients while promoting Desjardins products and digital solutions. Additionally, you will assist with banking transactions, identify business opportunities, and handle inquiries related to fraud or security.

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 services, products, and security standards are required.

Skills

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

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of 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
Financial empowerment
Cooperative values
Telemedicine
Pension plan
Security measures
Internal controls
Automated transactions
Assisted transactions
Service standards

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