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Added 2 hours ago
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Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
A strong commitment to professional and client service excellence
Added 2 hours ago
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External Audit, Senior Associate
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Winnipeg, MB
- Full-time
…testing ensuring you’ll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’…
Added 2 hours ago
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External Audit Senior Associate
PwC
London, ON
- Full-time
Take on a professional role as part of our client-facing teams
Added 2 hours ago
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Digital Operations, Senior Associate
PwC
Toronto, ON · Ottawa, ON
- Full-time
…operational efficiency and effectiveness. These individuals analyze client needs, develop operational strategies, and offer guidance and support to help clients streamline processes,…
Added 3 hours ago
AA
Agent d'Approvisionnement / Supply Officer
Airbus Aircraft
Montreal, QC
- Full-time
Votre rôle en tant qu’ Agent de la Gestion de l'Approvisionnement sera de vous assurer de la livraison des pièces requises à temps et de bonne qualité à notre client qui est la ligne de…
Added 4 hours ago
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Client Financial Services Agent
Desjardins
Montreal, 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
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
Serve as a thought leader and change agent for AI-enabled software development practices, positioning the organization as a technology leader in its market.
Added 7 hours ago
DG
Manager - Gestionnaire de projet (Fly-in / Fly-out)
Dexterra Group
Mirabel, QC
- Full-time
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Added 8 hours ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Lead, manage and grow our Quebec P&C Actuarial Services team, including team development, client service delivery and business growth
Added 11 hours ago
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Agent Logistique / Logistics Agent
Collins Aerospace
Mirabel, QC
- Full-time
Effectuer la préparation de commandes, l'emballage et l'expédition de la marchandise selon les spécifications du client et/ou les procédures de l’entreprise
Added 12 hours ago
Gestionnaire de comptes, Renouvellements / Bilingual Renewal Account Manager
MCAP
Waterloo, ON · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB
le travail d’équipe et votre passion pour l’excellence du service sont reconnus
Added 12 hours ago
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Advisory Agent, Member and Client Experience
Desjardins
Sudbury, ON · Caisse Desjardins Ontario_Sudbury-Lasalle (MT)
- Part-time
As a member and client experience advisory agent at Desjardins Ontario Credit Union, you help give members and clients a better experience, and ensure that they are satisfied. This includes…
Added 12 hours ago
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Added 13 hours ago
LC
Customer Service Client Care Agent
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Montreal, QC
- Full-time
As the Customer Service Client Care Agent, you will be responsible for delivering an excellent client experience across customer communication channels, including phone, email, live chat,…
Added 13 hours ago
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Responsable de livraison technique principal, IA Souveraine
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Added 14 hours ago
R
Agent Logistique / Logistics Agent
RTX
Mirabel, QC
- Full-time
· Effectuer la préparation de commandes, l'emballage et l'expédition de la marchandise selon les spécifications du client et/ou les procédures de l’entreprise
Added 16 hours ago
A
Agent d'Approvisionnement / Supply Officer
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Montreal, QC · Mirabel, QC
- Full-time
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Added 17 hours ago
II
Events Officer
Invest in Canada | Investir au Canada
ON · Ontario, Canada
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Added 19 hours ago
Sécurité | Superviseur | Donnacona | Sur appel jour et soir - $30.45 à $34.20/h
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Added 1 day ago
QM
Agent service à la clientèle / Customer Service Associate
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Montreal, QC
- $23 CAD / hour
- Full-time
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Added 1 day ago
P
Senior Associate-Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 1 day ago
P
ERP Risk, Controls & Security Solutions Manager
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
- Full-time
Address sub-standard work or work that does not meet firm's/client's expectations.
Added 1 day ago
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Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 1 day ago
A
Agent Method // Methods Agent
Actalent
MB · Saint-Laurent, MB
- $30 to $40 CAD / hour
- Contract
As a Methods Agent specializing in electrical assembly, you create and update digital work instructions in French for electrical assembly of hightechnology products, including flight…

Desjardins

Advisory Agent, Member and Client Experience

Sudbury, ON, Canada
Caisse Desjardins Ontario_Sudbury-Lasalle (MT), 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 12 month position (On call).

The work mode arrangement for the position is full-time on site.

As a member and client experience advisory agent at Desjardins Ontario Credit Union, 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 one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Fortes habiletés de communication en français et en anglais, tant à l’oral qu’à l’écrit en raison de la nature des tâches, des outils de travail ou d’interactions avec des partenaires ou membres et clients
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
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of service standards

#ON03

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, ensuring a high-quality client experience. They also promote digital tools, identify business opportunities, and assist with transaction-related issues while maintaining compliance and security standards.

Requirements

Candidates must possess a high school diploma in a related field and at least one year of relevant experience. Strong communication skills in both English and French are required for this role.

Skills

Customer service
Financial advisory
Communication
Digital solutions
Problem solving
Fraud detection
Compliance
Risk management
Business development
Technical support
Banking transactions
Relationship management
Tech savvy
Situational adaptability

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial services
Customer experience
Digital tools
Fraud prevention
Compliance
Risk management
Business development
Client relations
Transaction support
Cooperative values
Security
Financial empowerment
Member services

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