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Added 19 hours ago
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Private Business Tax, Manager (Bilingual FR/EN)
PwC
Quebec, QC
- Full-time
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their…
Added 1 day ago
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Advisory Agent, Member and Client Experience
Desjardins
Roberval, QC · Saint-Félicien, QC · Saint-Prime, QC
- Full-time
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,…
Added 1 day ago
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Managed Services, Service Delivery Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
Experience working in a consulting environment, and within a Managed Services environment including service quality oversight, billing and changes with the client.
Added 1 day ago
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Advisory Agent, Member and Client Experience
Desjardins
Beloeil, QC · Caisse Desjardins de Beloeil-Mont-Saint-Hilaire
- Part-time
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,…
Added 1 day ago
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Advisory Agent, Member and Client Experience
Desjardins
Victoria, BC
- Full-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 1 day ago
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Financial Instruments Valuation and Market Risk Manager
PwC
Toronto, ON · Montreal, QC
- Full-time
This role also offers valuable exposure to a diverse range of client industries, including mining, financial services, energy, and manufacturing, allowing you to broaden your expertise and…
Added 2 days ago
PC
Manager, Financial Instruments Valuations
PwC Canada
Toronto, ON
- Full-time
…help organisations unlock greater value from existing assets and ongoing capital expenditures as well as new acquisitions, investments, and complex corporate arrangements. We focus on a…
Added 2 days ago
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Risk Modelling Services, Actuarial, Life Manager
PwC
Toronto, ON
- Full-time
Supporting a broad range of consulting services and audit support assignments. Consulting services involve working closely with senior actuaries on Appointed Actuary and actuarial liability…
Added 2 days ago
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Senior Tax Specialist, US Tax
Fuller Landau
Toronto, ON
- Full-time
Help manage workloads, deadlines, dockets and client relationships.
Added 2 days ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
P&C Actuarial Services at PwC offers consulting services to insurance companies, reinsurance companies and government agencies, as well as audit support for many insurance entities. You…
Added 2 days ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Advisory skills: Provide advice as a trusted adviser, using their skills, experience and understanding of transactions to the advantage of their client
Added 3 days ago
PC
Financial Services Corporate Tax Manager
PwC Canada
Toronto, ON
- Full-time
As part of the financial services tax team at PwC, you will focus on offering compliance, consulting and advisory services to clients on various tax matters. You will provide advice and…
Added 3 days ago
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Cybersecurity Generalist Senior Associate
PwC
Toronto, ON · Ottawa, ON · Vancouver, BC · Calgary, AB
- Full-time
As a cybersecurity generalist at PwC, you will focus on providing comprehensive security solutions and experience across various domains, maintaining the protection of client systems and…
Added 3 days ago
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Advisory Agent, Member and Client Experience
Desjardins
Rimouski, QC · St-Anaclet, QC · Caisse Desjardins de Neigette et Mitis-Ouest
- Part-time
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,…
Added 3 days ago
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SOAR Service Lead
PwC
Toronto, ON · Ottawa, ON · Vancouver, BC · Calgary, AB
- Full-time
As a cybersecurity generalist at PwC, you will focus on providing comprehensive security solutions and experience across various domains, maintaining the protection of client systems and…
Added 3 days ago
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Lead Data Consultant, Manager
PwC
Toronto, ON
- Full-time
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing…
Added 3 days ago
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Member/client services agent, Securities, Service Signature
Desjardins
Montreal, QC
- Full-time
As a member/client service agent – securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities…
Added 3 days ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
P&C Actuarial Services at PwC offers consulting services to insurance companies, reinsurance companies and government agencies, as well as audit support for many insurance entities. You…
Added 3 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Saint-Anselme, QC · Caisse Desjardins de Bellechasse
- Part-time
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,…
Added 3 days ago
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Advisory Agent, Member and Client Experience
Desjardins
Labelle, QC · Rivière-Rouge, QC
- Part-time
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,…
Added 3 days ago
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Customer Success Manager - Core (Sales & Service) Clouds
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 3 days ago
S
Customer Success Manager - Core (Sales & Service) Clouds
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 3 days ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
P&C Actuarial Services at PwC offers consulting services to insurance companies, reinsurance companies and government agencies, as well as audit support for many insurance entities. You…
Added 4 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Rimouski, QC · St-Anaclet, QC · Caisse Desjardins de Neigette et Mitis-Ouest
- Part-time
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,…
Added 4 days ago
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Section Manager, Performance
Desjardins
Aurora, ON · Mississauga, ON · Levis, QC · Montreal, QC
- Full-time
As the Performance Section Manager in the Distribution Planning and Performance Department within Member Client Relations, you will lead a national team with a dual mandate supporting the…

Desjardins

Advisory Agent, Member and Client Experience

Saguenay, QC, Canada
Caisse Desjardins de Jonquière, Canada

Part-time

Apply About employer

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Job details

Job type: Part-time
Apply by: Dec 1, 2026
Posting language: English
Posted: Oct 9, 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, 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

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)

Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-30

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice, promotes products and services, and supports members with digital tools. They also handle business development, assist with fraud-related issues, and ensure compliance with security standards.

Requirements

Candidates must have a high school diploma in a related field and at least two years of relevant experience. Proficiency in French is required, along with strong communication and customer service skills.

Skills

Customer service
Financial advice
Business development
Digital solutions
Fraud assistance
Compliance
Risk management
Communication
Tech savvy
Situational adaptability
Customer focus

Benefits

Equity
Diversity
Inclusion
Accessibility
Accommodations

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial empowerment
Cooperative values
Digital solutions
Business development
Fraud prevention
Compliance
Risk management
Customer experience
Technological tools
Advisory services
Security
Member relations

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