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Added 4 mins ago
M
Data Governance Analyst
Morningstar
Toronto, ON
- Full-time
…with Product Management, Technology, Regulatory Compliance, Business Development, Data Management, and AI Enablement teams. You will support a strategic effort to centralize key data sets,…
Added 4 mins ago
WI
Sales Representative
Wilsonart International
Winnipeg, MB
- Full-time
…specification influencers. The Sales Representative will identify new business opportunities, maintain existing accounts, and support specification efforts within the design and…
Added 4 mins ago
M
Concepteur(trice), FPGA / Designer, FPGA
Marconi
Montreal, QC
- Full-time


Marconi Technologies/Communications Business

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Added 4 mins ago
M
Gestionnaire, Approvisionnement stratégique / Manager, Strategic Procurement
Marconi
Montreal, QC
- Full-time


Marconi Technologies/Communications Business

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Added 4 mins ago
M
Concepteur(trice), Logiciels / Designer, Software
Marconi
Montreal, QC
- Full-time


Marconi Technologies/Communications Business

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Added 4 mins ago
M
Spécialiste, Marketing et Communication / Specialist, Marketing & Communication
Marconi
Montreal, QC
- Full-time


Marconi Technologies/Communications Business

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Added 4 mins ago
Data Entry Clerk (Accounts Payable)
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Assists the Supervisor in retrieval of information from systems
Added 4 mins ago
AH
Accountant (Food & Beverage)
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
…partner to one of MLSE's most dynamic and operationally complex business groups. You will combine strong accounting fundamentals with operational curiosity to support the financial…
Added 4 mins ago
PS
Senior Estimator
Primoris Services Corporation
Acheson, AB · Edmonton, AB · PSC Canada Corporate Office
- Full-time
Added 4 mins ago
UM
Senior Manager, Test Engineering
Ultra Maritime
Dartmouth, NS
- Full-time
…developing the strategic vision for product testing across the business. This role oversees all aspects of automated test equipment (ATE), including design, development, deployment,…
Added 4 mins ago
UM
Graduate Systems Engineer
Ultra Maritime
Dartmouth, NS
- Full-time
As the maritime and underwater battlespace evolves, we tirelessly push the boundaries to develop advanced specialist systems that provide our 'five-eyes' Defence customers with an…
Added 7 mins ago
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Co-Op, SHE&S Data, Reporting & Systems
Nutrien
Saskatoon, SK
- Internship
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 7 mins ago
G
Executive Director
GoodWork.ca
Elora, ON
- Internship
Develop and implement fundraising strategies that support the Tree Trust business plan and the organization's long-term success
Added 7 mins ago
N
Co-Op, SHE&S Data, Reporting & Systems
Nutrien
Calgary, AB
- Internship
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 7 mins ago
C
Courtier·ère en assurance de dommage des entreprises et développement des affaires
Covalen
Laval, QC
- Full-time
Implement prospecting strategies to identify and develop new business opportunities
Added 7 mins ago
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Talent Acquisition Specialist
Groundworks
Burlington, ON
- Full-time
Drafts and extends verbal and formal offer letters by next business day, assists with offer negotiations as necessary
Added 7 mins ago
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Commercial Insurance Broker – Business Development
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Laval, QC
- Full-time
Implement prospecting strategies to identify and develop new business opportunities.
Added 18 mins ago
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Senior Water Resources Engineer
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Calgary, AB · CAN-Alberta-Calgary
- Full-time
Overland drainage systems (culverts, ditches, and engineered channels).
Added 18 mins ago
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Property Claims Supervisor - Hybrid or Remote
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Markham, ON
- Full-time
…involves leading and managing staff within our National Accounts business division with respect to quality and customer service excellence, training and development, and technical support.…
Added 18 mins ago
SJ
Human Resources Business Partner, Non Acute
St. Joseph's Healthcare Hamilton
Dundas, PE · St. Joseph's Villa Dundas
- Full-time
The Human Resources Business Partner (HRBP) plays an integral role in supporting the organization’s leaders in integrating Human Resources best practices and programs into their business.…
Added 19 mins ago
SJ
Energy & BAS Lead
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Full-time
…Hamilton (Charlton Ave. King St. and W5th St.) premises and build business cases for energy efficiency demand management. This will include the identification reporting and implementation…
Added 19 mins ago
C
Intermediate Customer Support Specialist
Clio
Toronto, ON
- Full-time
Contribute towards ticket analysis to improve knowledge and training across the team and wider business.
Added 19 mins ago
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Senior Sub-System Design Engineer
Ericsson
Ottawa, ON
- Full-time
…seeking a Senior Sub-System Design Engineer to join our Product Systems & Integration (PSI) organization, specifically within the Performance & Allocation…
Added 22 mins ago
CS
Data Engineer
Curis Solutions
Engineer, BC
- Full-time
…firm specializing in creating long term solutions for health systems and physician practice groups to harness the vast amount of data required to properly manage their businesses in an…
Added 22 mins ago
PA
Spray Operator
PERSOL APAC
NT · Northwest Territories, Canada
- Full-time
…opportunities. Many of our leaders started off their careers in our business as a Horticultural Tradesperson. It opened up a world of…

Desjardins

Advisory Agent, Member and Client Experience

Quebec, QC, Canada
Caisse populaire Desjardins du Piémont Laurentien, Canada

Part-time

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Job details

Job type: Part-time
Apply by: Oct 22, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Temporary 13-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 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 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
Available to work one evening per 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

2026-10-21

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members while promoting digital tools and banking products. They are responsible for maintaining business relationships, identifying sales opportunities, and ensuring compliance with security and legal standards.

Requirements

Candidates must have a high school diploma and at least two years of relevant experience in a related field. Proficiency in French and knowledge of financial services and banking products are required.

Skills

Customer service
Financial advisory
Banking transactions
Business development
Digital solutions
Fraud prevention
Data entry
Security compliance
Risk management
Technical support
Relationship management
Communication
Tech savvy
Situational adaptability

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial services
Customer experience
Digital solutions
Business development
Fraud
Compliance
Risk management
Data entry
Technical support
Cooperative values
Security
Client relations
Sales
Financial empowerment

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