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Added 14 mins ago
RB
Principal AI Engineer, AI DLC Platform
Royal Bank of Canada
Toronto, ON
- Full-time
Understanding of financial services and its regulato
Added 2 hours ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
A career in our Risk Modelling Services team as a Property & Casualty (P&C) Actuary, will provide you with the opportunity to contribute risk modelling, general insurance advice and…
Added 4 hours ago
C
Analyst, Fraud Controls
CIBC
Toronto, ON
- Full-time
…for identifying, analyzing and conducting investigations of client transaction activity in order to determine possible fraud or unusual activity. Using your strong analytical skills, you…
Added 5 hours ago
R
Principal AI Engineer, AI DLC Platform
RBC
Toronto, ON
- Full-time
Understanding of financial services and its regulato
Added 5 hours ago
NM
Mortgage Agent
NP Mortgages
Toronto, ON
- Full-time
As a Mortgage Agent at NP Mortgages, you will meet with clients, understand their financial needs and help them find the right mortgage solution. You will guide clients through the entire…
Added 5 hours ago
FC
Strategic Account Associate
Fidelity Canada
Toronto, ON
- Full-time
3 years of experience in a client service or operations role within the financial services industry, preferably in the brokerage industry.
Added 6 hours ago
P
Deals Contracts & Closing Mechanism Manager
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
In transaction services at PwC, you will provide strategic advice and support to clients in their mergers, acquisitions, and divestitures. Your work will include conducting due diligence,…
Added 6 hours ago
D
Advisory Agent, Member and Client Experience
Desjardins
Trois-Rivières, 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,…
Added 6 hours ago
IF
Claims Assistant I
Intact FC
Laval, QC · Montreal, QC · Quebec, QC · Saint-Hyacinthe, QC
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 6 hours ago
C
Enterprise Knowledge Architect (SEG)
Cognizant
Mississauga, ON
- $150,000 to $170,000 CAD / year
- Full-time
The Enterprise Knowledge Architect is a strategic business development and client advisory role focused on driving growth across Cognizant's Software Engineering Group (SEG) portfolio.…
Added 6 hours ago
CC
Directeur, Relation à la Clientèle / Relationship Manager
Computershare Canada
Montreal, QC
- Full-time
Computershare Investor Services is the division within Computershare responsible for providing Transfer Agent Services to Corporate clients as well as their shareholders.
Added 7 hours ago
P
Operations Consulting - Senior Associate
PwC
Toronto, ON
- Full-time
A career within the Financial Services Banking Operations team will provide you with the opportunity to use data, technology and industry expertise to design strategies and transformational…
Added 7 hours ago
T
Engineer II
TD
Toronto, ON
- Full-time
Act as the expert or lead innovator and agent of change for the programsand services under management
Added 7 hours ago
D
Client Financial Services Agent
Desjardins
Blainville, QC
- 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 7 hours ago
D
Client Financial Services Agent, Service Signature
Desjardins
Gatineau, QC · Service Signature Outaouais
- 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 7 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- 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 8 hours ago
Pre-Sales Consultant
Zafin
Toronto, ON
Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of…
Added 8 hours ago
R
AI Platform Engineer
RBC
Bedford, QC
- Full-time
Experience in financial services or another regulated industry, with awareness of the security/compliance constraints that shape enterprise agent design
Added 8 hours ago
P
Financial Services Internal Audit Senior Manager
PwC
Calgary, AB · Toronto, ON
- Full-time
Join PwC’s Financial Services Risk and Regulation practice, where we’re reimagining Risk and Internal Audit through technology and AI. You’ll work with clients to shape the future of their…
Added 9 hours ago
Product Marketing Manager
Zafin
Toronto, ON
Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of…
Added 10 hours ago
RM
Public Health Nurse - Sexually Transmitted and Blood Borne Infections
Regional Municipality of Peel
Canada
- $46 to $54.59 CAD / hour
- Other
…health and well-being of our community. We provide public health services focused on prevention, education, and outreach, ensuring that every individual has access to the resources and care…
Added 10 hours ago
A
Accenture Construct - Spécialiste en acquisition foncière, ANS
Accenture
Montreal, QC
- Full-time
Tenir le rôle d’agent foncier principal, en dirigeant et en soutenant directement les négociations avec les propriétaires fonciers, les municipalités, les services publics, les organismes…
Added 10 hours ago
A
Accenture Construct - Spécialiste en acquisition foncière, ANS
Accenture
Ottawa, ON
- Full-time
Tenir le rôle d’agent foncier principal, en dirigeant et en soutenant directement les négociations avec les propriétaires fonciers, les municipalités, les services publics, les organismes…
Added 13 hours ago
D
Client Financial Services Agent
Desjardins
Quebec, QC · Caisse Desjardins Des Rivières de Québec
- 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 17 hours ago
NB
Operations Agent
National Bank of Canada
Laval, QC
- Full-time
Experience working in financial services, an asset

Closed listing

Desjardins

Advisory Agent, Member and Client Experience

Saint-Anselme, QC, Canada
Levis, QC, Canada
Sainte-Claire, QC, Canada

Part-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Part-time
Closing date: Dec 2, 2026
Posting language: English
Posted: Oct 1, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

College diploma in a related field
A minimum of two years of relevant experience
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

2026-12-1

About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members and clients while promoting digital solutions and banking products. They also manage business relationships, assist with transaction issues, and ensure compliance with security and risk management standards.

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. Proficiency in French and knowledge of financial services, banking products, and security protocols are required.

Skills

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

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
Digital solutions
Business development
Fraud
Compliance
Risk management
Data entry
Technological tools
Cooperative values
Financial empowerment
Security
Internal controls
Transaction operations

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