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Added 11 mins ago
BM
General Manager/COO, Whitevale Golf Club
BoardRoom magazine
Pickering, ON
- Full-time
…Board of Directors, the GM/COO oversees all aspects of Club operations and ensures delivery of a consistent, high-quality member…
Added 11 mins ago
CO
Manager, Capital & Corporate Finance
City of Grande Prairie
Grande Prairie, AB
- Full-time
Oversee treasury operations, including cash flow management, debt and investment portfolios, and financing strategies.
Added 11 mins ago
V
VP - Banking IT Project Manager
Vertage
Montreal, QC
- Full-time
Collaborate with Front Office, Operations, Finance, Risk, Compliance, Legal, and Technology teams.
Added 11 mins ago
SG
Senior HR Accounting Analyst
Societe Generale
Montreal, QC
- Full-time
Proven experience supporting complex legal entity structures and cross-border operations.
Added 11 mins ago
AF
Senior Manager, SSU Finance (15 Month Term)
ATB Financial
Calgary, AB
- Contract
Gain a deep understanding of the business and operations of the Strategic Support Units to offer valuable, proactive and pragmatic suggestions and solutions.
Added 11 mins ago
EC
Admin Support (4)- Warehouse Program Assistant
Edmonton Catholic Schools
AB · Greater Edmonton Metropolitan Area
- Full-time
…Services and plays an important role in keeping Warehouse Services operations organized and running smoothly. Successful candidate will coordinate administrative, inventory, financial and…
Added 11 mins ago
P
Lead Developer/Application Architect - Contact Centre Space
Procom
Toronto, ON
- Contract
…technologies like Amazon Connect to improve contact center…
Added 11 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 11 mins ago
VH
Operations Representative – Logistics
VIMY HR Consulting
Calgary, AB
- Full-time
Reporting to the General Manager, Operations, we are looking for an Operations Representative – Logistics, to support the physical movement of C4+ products throughout North America. With a…
Added 11 mins ago
MG
Business Analyst
Mobility Global
London, ON
- Full-time
Prior Sales/Revenue Operations experience is a huge plus
Added 11 mins ago
HT
Internal Auditor (Business Control & IT)
Husky Technologies
Bolton, ON
- Full-time
…opportunity to gain enterprise-wide exposure to diverse business operations, financial processes, digital technologies, and emerging risks while partnering with leaders across the…
Added 11 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 11 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Drive process simplification, standardization, automation, and continuous improvement across accounting operations.
Added 13 mins ago
R
Director, Fraud Agentic AI
RBC
Toronto, ON
- Full-time
…with stakeholders across diverse disciplines (DSA, IT, Fraud Operations, and Strategy), partner with business leaders to identify the right problems to solve with Agentic AI, work with the…
Added 13 mins ago
T
Information Security Analyst II - Asset Assessment & Governance
TD
Toronto, ON · Mississauga, ON
- Full-time
Skills to identify, assess, and monitor technology risks including information security, cyber security, resilience, operations/change management quality, data quality/security, and IT…
Added 13 mins ago
T
Personal Banking Associate (Full time)- Val Bélair, Quebec city
TD
Quebec, QC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 13 mins ago
D
Support Coordinator, Education Team
Desjardins
Toronto, ON · Montreal, QC · Complexe Desjardins Montréal
- Full-time
Plan, manage and update work schedules to ensure that operations run smoothly and at expected performance levels.
Added 13 mins ago
C
Director, Product Management - Global Transaction Banking
CIBC
Toronto, ON
- Full-time
…engagement; and coordinate delivery across product, technology, operations, risk, compliance, legal, and external partners. This role also requires broader subject matter expertise across…
Added 13 mins ago
B
Senior Manager, AI Strategy & Product Management
BMO
Toronto, ON · FCP
- Full-time
Build alignment across business, technology, data, design, operations, risk, compliance, legal, and external partners to accelerate delivery and responsible AI adoption.
Added 13 mins ago
M
Senior Fraud Analyst
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Toronto, ON
- Full-time
…Bank's fraud management strategy. You will work closely with Operations, Risk Management, Compliance, Product, Technology, and Enterprise Fraud partners to identify emerging fraud threats,…
Added 13 mins ago
IF
Change Management Specialist
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Toronto, ON · Montreal, QC
- Full-time
Ensure new controls are embedded into day-to-day operations and sustained beyond project implementation.
Added 13 mins ago
Administrative Support 3 & 4 Talent Pool (Crowsnest Pass)
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Crowsnest Pass, AB
Support human resources operations through scheduling coordination, preparation and distribution of materials, accurate data entry, and assistance with tracking, reporting, and…
Added 13 mins ago
SAP HCM Functional Analyst
Precision Drilling
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…benefits, time management, and HR processes for Canadian and U.S. operations. This role combines strong business partnership and technical expertise to deliver system enhancements, ensure…
Added 13 mins ago
PH
Project Coordinator
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BC · Vernon Central, British Columbia
- Full-time
operations running smoothly. This is an opportunity for someone who enjoys
Added 13 mins ago
F/
Senior Relationship Manager, Agriculture Commercial Financing
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Prince Albert, SK
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Travel to customer operations to understand their business and provide tailored advice

Desjardins

Advisory Agent, Member and Client Experience

Sudbury, ON, Canada
Caisse Desjardins Ontario_Sudbury-Lasalle (MT), Canada

Part-time

Apply About employer

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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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