Find work in Canada.

500,675 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 hours ago
TA
Accounts Payable Specialist (1026)
Trail Appliances BC
Richmond, BC
- $47,000 to $52,000 CAD / year
- Full-time
Investigate and resolve variances with the Purchasing Agent who issued the purchase order to determine the correct price and quantity
Added 15 hours ago
AC
Financial Accountant
Aston Carter
Burnaby, BC
- $75,000 to $85,000 CAD / year
- Full-time
…multiple entities. Working closely with Operational and Corporate Finance teams, this role is a core contributor to the month-end close process through the preparation of journal entries,…
Added 15 hours ago
T
Intermediate Software Engineer
TekRek
Toronto, ON
- Full-time
This is a hybrid, full-time product engineering role for an intermediate full stack developer ready to own features end to end. You will take scoped work from requirements through design,…
Added 16 hours ago
Sales Support Associate
The Canada Life Assurance Company
Mississauga, ON · Toronto, ON
Intermediate to advanced skill in Excel, with a keen ability to learn and work within other software programs (RS4, ARC, Salesforce, etc.)
Added 16 hours ago
TA
Accounts Payable Specialist Contract (1026)
Trail Appliances Ltd.
Richmond, BC
- Contract
Investigate and resolve variances with the Purchasing Agent who issued the purchase order to determine the correct price and quantity
Added 17 hours ago
SI
Full Stack Python Developer
STACK IT Recruitment
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
We’re hiring an Intermediate Full Stack Python Developer to join an established financial software company building portfolio management software for banks and institutional clients. The…
Added 17 hours ago
SI
Full Stack Python Developer
STACK IT Recruitment
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
We’re hiring an Intermediate Full Stack Python Developer to join an established financial software company building portfolio management software for banks and institutional clients. The…
Added 17 hours ago
SI
Full Stack Python Developer
STACK IT Recruitment
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
We’re hiring an Intermediate Full Stack Python Developer to join an established financial software company building portfolio management software for banks and institutional clients. The…
Added 17 hours ago
NF
Verification Agent - Bilingual
NorthLake Financial ULC
Barrie, ON
- Full-time
Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian automotive finance industry with a full spectrum of dynamic rates and services for…
Added 17 hours ago
SI
Full Stack Python Developer
STACK IT Recruitment
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
We're hiring an Intermediate Full Stack Python Developer to join an established financial software company building portfolio management software for banks and institutional clients. The…
Added 19 hours ago
AC
Assistant Manager, Lending Operations
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Act as a change agent, consulting on organizational projects
Added 1 day ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Added 4 days ago
Senior Analyst, Credit Analysis and Support Team - Anjou
Scotiabank
Montreal, QC
Liaising with syndicate banks in gathering due diligence and information required to complete analysis and answer questions (if Scotiabank is agent).
Added 6 days ago
AC
Agent Jr De La Chaîne D'approvisionnement | Jr Supply Chain Agent
Aston Carter
Longueuil, QC
- $32 to $40 CAD / hour
- Contract
Le agent Jr de la chaîne d'approvisionnement est responsable dun portefeuille de clients internationaux dont les pièces entrent à lusine pour réparation. Il ou elle agit comme…
Added 6 days ago
ZC
Machine Learning Engineer
Zurich Canada
Toronto, ON
- Full-time
This posting covers four positions across multiple experience levels, including Junior, Intermediate and Senior opportunities. Candidates will be considered for the appropriate level and…
Added 6 days ago
ZC
Machine Learning Engineer
Zurich Canada
Waterloo, ON
- Full-time
This posting covers four positions across multiple experience levels, including Junior, Intermediate and Senior opportunities. Candidates will be considered for the appropriate level and…
Added 6 days ago
D
Section Manager, Performance
Desjardins
Aurora, ON · Mississauga, ON · Levis, QC · Montreal, QC
- Full-time
…operational insights and performance reporting at both the individual agent and departmental levels, enabling data-driven decision-making and accountability. In addition, you will oversee…
Added 6 days ago
IF
Assistant Director, Operational Accounting
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Act as a change agent within the team, foster adoption of new practices, and support smooth transitions.
Added 6 days ago
VB
Senior Analyst – Loan Servicing
Vaco by Highspring
Toronto, ON
- $75,000 to $85,000 CAD / year
- Full-time
…support for regulatory compliance audits to principal broker and finance as…
Added 7 days ago
PC
Deals Value Creation Analytics Senior Associate (Bilingual FR/EN)
PwC Canada
Montréal-Ouest, QC
- Full-time
Professional experience, ideally in management consulting focused on finance and analytics or in Corporate Development or M&A (e.g. Private Equity)
Added 7 days ago
P
Deals Value Creation Analytics Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
Professional experience, ideally in management consulting focused on finance and analytics or in Corporate Development or M&A (e.g. Private Equity)
Added 11 days ago
AC
Financial Accountant
Aston Carter
Burnaby, BC
- $75,000 to $85,000 CAD / year
- Full-time
…multiple entities. Working closely with Operational and Corporate Finance teams, this role is a core contributor to the month-end close process through the preparation of journal entries,…
Added 11 days ago
D
Agent, Product administration
Desjardins
Quebec, QC
- Full-time
As a product administration agent, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You perform…
Added 11 days ago
RD
Contact Center AI (CCAI) Specialist
Randstad Digital
Mississauga, ON
- Full-time
Seniority Level - 7- 10+ Years (Intermediate - Senior)
Added 11 days ago
AC
Agent Jr De La Chaîne D'approvisionnement | Jr Supply Chain Agent
Aston Carter
Longueuil, QC
- $32 to $40 CAD / hour
- Contract
Le agent Jr de la chaîne d'approvisionnement est responsable dun portefeuille de clients internationaux dont les pièces entrent à lusine pour réparation. Il ou elle agit comme…

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

Report this job