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Added 13 mins ago
PI
Project Technologist
Pinchin in Canada
Richmond, BC
- Full-time
…create safe, healthy, and higher performing places through solutions that reflect innovation, care, and deep technical…
Added 13 mins ago
PI
Project Technologist
Pinchin in Canada
Mississauga, ON · Oshawa, ON · Toronto, ON
- Full-time
…create safe, healthy, and higher performing places through solutions that reflect innovation, care, and deep technical…
Added 13 mins ago
AC
Financial Consultant
Assiniboine Credit Union
Ile des Chênes, MB · Winnipeg, MB
- Full-time
…with more advanced advice conversations, including mortgage solutions, credit applications, and investment guidance to help members achieve both immediate and long-term…
Added 13 mins ago
LC
Supply Chain Business Intelligence - Co-op Student
Loblaw Companies Limited
Brampton, ON
- Full-time
Are you currently in an undergraduate program that is teaching you the skills required to be a Business Intelligence Developer? Do you want to add relevant work experience that will give…
Added 13 mins ago
D
Business Development Specialist, Group Retirement Savings
Desjardins
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
Provide strategic support to Business Development Managers (BDMs) by assisting with projects, requests, and initiatives involving strategic partners and prospective clients, while…
Added 14 mins ago
E
Senior DevOps Specialist (Azure Cloud)
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investments, recognized by more than 300 of the world’s leading financial institutions. We offer a…
Added 29 mins ago
RM
Supervisor, Centralized Scheduling
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Ross Memorial Hospital is seeking a skilled, analytical, and solutions-oriented Supervisor, Scheduling to lead the effective operation and ongoing improvement of our Scheduling Department.
Added 29 mins ago
HM
Account Manager
Highlight Motor Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are seeking a results-driven Account Manager responsible for developing new business opportunities while expanding and maintaining strong relationships with existing clients. This role…
Added 29 mins ago
CW
Developer MD365
CPA Western School of Business
AB · Edmonton, AB
- Full-time
In this role, you will work closely with implementation partners, business teams, and technical colleagues to deliver innovative solutions that enhance the learner experience and support…
Added 29 mins ago
TP
Business Sales Consultant
The Portfolio Group
Toronto, ON
- Full-time
Our client is a fast-growing HR and Health & Safety solutions provider trusted by over 1 million users worldwide. Following four consecutive years of record-breaking growth across Canada,…
Added 29 mins ago
JG
Oracle EPM Engineer
J&M Group
Montreal, QC
- Contract
Write optimize and troubleshoot complex Calculation Scripts Calc Scripts and business rules
Added 29 mins ago
TC
Salesforce Project Manager
Tata Consultancy Services
Waterloo, ON
- $90,000 to $100,000 CAD / year
- Full-time
Ability to contribute to team and project success by developing innovative, reusable, and flexible solutions Strong attention to detail around business process design and process…
Added 29 mins ago
SO
Cyber Security Architect
Supply Ontario
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Develop business cases, manage contracts, and ensure deliverables meet standards.
Added 29 mins ago
HM
Director of National Accounts (Warehouse)
Highlight Motor Group
Toronto, ON
- Full-time
…strategic opportunities, forging key partnerships, and leading new business initiatives. Reporting to senior leadership, this role pursues warehouse sales targets and growth goals while…
Added 29 mins ago
D
Change Management Specialist
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $50 to $60 CAD / hour
- Contract
…organizational readiness, stakeholder adoption, culture change, and business…
Added 29 mins ago
MT
Logistics Sales Representative
MT Talent Solutions Inc.
Burlington, ON
- Full-time
This is a great opportunity for someone with business development or early sales experience who enjoys picking up the phone, connecting with new people and finding solutions. You will work…
Added 29 mins ago
A
Director, Human Resources and Legal Affairs
Aeromag
Montreal, QC
- Full-time
Ability to influence senior executives and deliver practical, business-oriented solutions.
Added 29 mins ago
MT
Application Engineer
Modern Technical Staffing Inc.
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $110,000 CAD / year
- Full-time
Work closely with the Sales team to develop tailored solutions for a variety of customer applications.
Added 29 mins ago
B
Senior Environmental Consultant (Hybrid/Remote)
Barr
Calgary, AB
- Full-time
…and compliance projects, they will help support building our business with clients. An ideal candidate will also have a proven track record in consulting, providing expert advice, and…
Added 29 mins ago
R
Banking Advisor
RBC
Thunder Bay, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 29 mins ago
Practice Manager- Hôpital Vétérinaire Embrun Veterinary Hospital
VetStrategy / Daubigny
Embrun, ON
Build and present business cases for talent acquisition needs; coordinate with Talent Acquisition on recruitment activities as required.
Added 29 mins ago
Senior Engineering Designer
Trench Group GmbH
Toronto, ON
Stellenanzeige: HR Business Partner (m/f/d) - Trench Germany GmbH
Added 29 mins ago
T
personal banker
TD
Kingston, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 29 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 44 mins ago
WU
Clinical Education Manager
Western University
London, ON
- Full-time
…reporting, analysis, and will participate in the development of business project plans to address new needs or the potential loss of program financial…

Desjardins

Advisory Agent, Member and Client Experience

Blainville, QC, Canada
Mirabel, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 27, 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
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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10

Apply About employer

More about this job

Responsibilities

You will provide personalized financial advice and support to members while promoting digital tools and banking products. Additionally, you will contribute to business development and assist clients with fraud-related issues or transaction inquiries.

Requirements

The role requires a high school diploma in a related field and a minimum of two years of relevant experience. Candidates must also possess strong communication skills, be tech-savvy, and demonstrate a customer-focused approach.

Skills

Customer service
Financial advisory
Business development
Digital solutions
Fraud prevention
Compliance
Risk management
Communication
Tech savvy
Problem solving
Relationship management
Banking transactions

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
Customer experience
Digital solutions
Business development
Fraud
Compliance
Risk management
Advisory
Technological tools
Cooperative values
Client relations
Transaction support
Safety
Prevention

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