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Added 1 min ago
AG
Core Logging Geologist
Alamos Gold Inc.
Dubreuilville, ON
- Full-time
Intermediate knowledge of MS Excel, other related software such as software including AutoCAD, Datamine, etc.
Added 1 min ago
VC
Community Health Centre Coordinator
Vancouver Coastal Health
Vancouver, BC
- $39.28 to $41.14 CAD / hour
- Temporary
Demonstrated intermediate level proficiency in word processing and use of advanced computer software programs that includes Excel and Microsoft Spreadsheet applications..
Added 12 mins ago
E
Analyste Coût de revient
Exceleris
Laval, QC
- Full-time
Added 12 mins ago
TB
Manager, Maintenance & Repairs - Contract
The Beer Store
Bolton, ON
- Contract
Intermediate computer skills of Microsoft Office Suite products
Added 12 mins ago
S
Procurement Analyst
Sobeys
Montreal, QC
- Full-time
Proficient knowledge of MS Office Suite (Intermediate level)
Added 12 mins ago
R
Regional Plant Controller
Refresco
Mississauga, ON
- Full-time
Added 14 mins ago
SJ
Infection Control Practitioner
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
Proficiency with Microsoft Office required and intermediate to advanced MS Excel skills preferred
Added 15 mins ago
Manager, Maintenance & Repairs - Contract
Brewers Retail Inc
Bolton, ON
Intermediate computer skills of Microsoft Office Suite products
Added 31 mins ago
I(
Senior Aeronautical Structural Engineer
ITPS (Canada) LTD
London, ON
- Full-time
…position also plays a key mentorship role, supporting junior and intermediate engineers while contributing to engineering process improvement and configuration-controlled product…
Added 31 mins ago
TS
Toy Room Assistant Coordinator - Temporary
The Salvation Army Canada and Bermuda Territory
Kelowna, BC · Sutherland, ON · Okanagan Central Community Church - Sutherland
- Full-time
Must have a solid understanding of basic to intermediate computer operation including Microsoft 365 programs, data entry, internet browsers, and some file management and ability to create…
Added 42 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Montreal, QC
- Full-time
If you have experience in handling intermediate to complex auto claims and are looking for a new challenge, we would love to hear from you.
Added 44 mins ago
C
Développeur(euse) Java sénior
CGI
Montreal, QC
- Full-time
Mentor intermediate and junior developers through code reviews, pairing, and technical guidance.
Added 44 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Toronto, ON
- Full-time
If you have experience in handling intermediate to complex auto claims and are looking for a new challenge, we would love to hear from you.
Added 44 mins ago
WI
Experienced Environmental Engineer / Geoscientist
WSP in Canada
St. Catharines, ON
- Full-time
Mentor junior and intermediate team members, review their technical work, and support their professional development.
Added 44 mins ago
WI
Experienced Environmental Engineer / Geoscientist
WSP in Canada
St. Catharines, ON
- Full-time
Mentor junior and intermediate team members, review their technical work, and support their professional development.
Added 44 mins ago
P2
Intermediate Interior Designer
Project 22 Design
Vancouver, BC
- Other
The Intermediate Interior Designer role is a full-time, on-site position based in Vancouver, BC. This role is responsible for working on projects from concept through completion, including…
Added 44 mins ago
R
Human Resources Manager (English Services) (People & Culture)
Radio-Canada
Toronto, ON
- Full-time
…Advanced), English (Writing - C - Advanced), French (Reading - B - Intermediate), French (Speaking - B - Intermediate), French (Writing - B -…
Added 44 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Calgary, AB
- Full-time
If you have experience in handling intermediate to complex auto claims and are looking for a new challenge, we would love to hear from you.
Added 46 mins ago
C
Java Angular Full Stack Developer
Citi
Mississauga, ON
- Full-time
The Java Angular Full Stack Developer is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and…
Added 1 hour ago
BC
Drafter, Electrical
BBA Consultants
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Intermediate knowledge of workplace safety and field monitoring
Added 1 hour ago
L
Technical Support (Linux, Zabbix, & ServiceNow REQUIRED)
Luxoft
Toronto, ON
- $85,000 to $100,000 USD / year
- Full-time
IBM developer platforms (DataStage, UrbanCode, WebMQ)
Added 1 hour ago
FC
Principal Design Engineer / Structural Lead Engineer - Mining and Metals
Fluor Corporation
Vancouver, BC
- Full-time
Intermediate computer and software skills to include the use of word processing, e-mail, spreadsheet and electronic presentation program
Added 1 hour ago
DN
Civil Technologist / Site Inspector
David Nairne & Associates
North Vancouver, BC
- Full-time
This intermediate-level role offers a balance of office-based civil design and on-site construction inspection. You will be involved in projects from early design through to construction,…
Added 1 hour ago
TC
Environmental Permitting Specialist
Trinity Consultants Canada
Toronto, ON
- Full-time
We are looking for a dedicated and diligent Intermediate Environmental Permitting Specialist to join the Trinity Consultants Canada team. We will provide an opportunity to join a team of…
Added 1 hour ago
OD
Junior Accountant
Orion Digital
Remote, Canada
- $50,000 to $60,000 CAD / year
- Full-time
- Remote

Desjardins

Advisory Agent, Member and Client Experience

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Oct 6, 2026

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
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Available to work one evening a week until 8 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

2026-10-28

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members and clients while promoting banking products and digital solutions. They also contribute to business development, ensure smooth transaction processing, and assist clients with fraud or security-related issues.

Requirements

Candidates must possess a high school diploma and at least two years of relevant experience, along with a Mutual fund representative certificate. Proficiency in both English and French is required to interact effectively with members and partners.

Skills

Customer service
Financial advisory
Banking transactions
Business development
Digital solutions
Fraud assistance
Compliance
Security
Risk management
Communication
Action oriented
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
Member experience
Client experience
Mutual fund representative certificate
Business development
Digital solutions
Fraud prevention
Compliance
Risk management
Customer service
Financial empowerment
Technological tools
Sales
Advisory

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