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Added 1 min ago
P&
AZ Truck Driver
Parrish & Heimbecker, Limited
Denfield, ON
- Full-time
…Ontario. Preference will be given to drivers with agricultural…
Added 2 mins ago
OL
Part-Time Primary Teacher/Tutor Position
Oxford Learning Stoney Creek
Burlington, ON
- Part-time
We are currently seeking part-time primary teacher-tutors for a role in our learning centre at Oxford Learning Burlington Appleby-Dundas. This position is perfect for anyone who loves…
Added 2 mins ago
OL
Part-Time Primary/Elementary Teacher/Tutor
Oxford Learning Stoney Creek
Burlington, ON
- Part-time
We are currently seeking part-time teacher-tutors for a role in our learning centre at Oxford Learning Burlington Appleby-Dundas. This position is perfect for anyone who loves working with…
Added 2 mins ago
LS
English Language Learner Teacher (ELL)
Langley School District #35
Langley (District), BC · Langley, BC
- Full-time
…staff, and administrators work collaboratively to create dynamic learning experiences that inspire curiosity, critical thinking, and…
Added 2 mins ago
E1
Entry-Level English Teacher (ESL) | No Experience Needed
English 1
BC · British Columbia, Canada
- Full-time
Distance learning opportunities (Level 6 Trinity College CertPT, DELTM)
Added 2 mins ago
E1
Hiring Now! Entry-Level English Teacher (ESL) | No Experience Needed
English 1
BC · British Columbia, Canada
- Full-time
Distance learning opportunities (Level 6 Trinity College CertPT, DELTM)
Added 2 mins ago
P&
Mill Supervisor
Parrish & Heimbecker, Limited
Hamilton, ON
- Full-time
Minimum of 3-4 years working experience in a flour mill.
Added 2 mins ago
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Business Analyst
Parrish & Heimbecker, Limited
Winnipeg, MB
- Full-time
Work with the Learning and Development team to identify training requirements.
Added 2 mins ago
P&
Project Manager
Parrish & Heimbecker, Limited
Winnipeg, MB
- Full-time
Proven experience leading cross-functional projects - ideally in an agriculture or manufacturing environment
Added 2 mins ago
MI
Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…fund and its counterparties, all alongside a keen interest in learning new technologies and…
Added 2 mins ago
JT
Senior Data Engineer
Javelin Technologies
Canada
- Full-time
Applied experience in at least one of: predictive modelling, statistical analysis, forecasting, machine learning, or AI solution development.
Added 2 mins ago
MP
U SPORTS Winter Intern
M2 Partners
Toronto, ON
- Full-time
Learning and gaining experience Adobe Experience Cloud solutions through an individualized learning path
Added 2 mins ago
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Agent Qualité - Structure / Quality Agent - Structure
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Montreal, QC
- Full-time
Que vous ayez une expérience dans le secteur industriel, une expérience dans le secteur aéronautique, ou que vous soyez nouveau dans ce domaine mais motivé à évoluer et développer de…
Added 2 mins ago
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Events Coordinator
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Toronto, ON
- $55,000 to $68,000 CAD / year
- Full-time
Post-secondary degree or diploma in event planning, marketing, communications, hospitality, or a related field, or equivalent practical experience
Added 2 mins ago
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Senior Field Engineer (FIFO)
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Prince George, BC
- Temporary
…industrial processes sectors. By joining our global team and learning from renowned subject matter experts, we can offer you a diverse career that could take you anywhere in the…
Added 2 mins ago
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Mobile Security Guard - 12 hour overnight shifts
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Port Hope, ON
- Temporary
Wage: $21.00–$24.00 per hour, based on experience and training
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Human Resources Business Partner (Temporary: 18 to 24 months)
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Mississauga, ON
- Temporary
The ideal candidate brings strong business partnering experience and a collaborative, solutions -focused approach. You are a team player, adaptable, quick to assess changing needs, and…
Added 2 mins ago
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EPMO Coordinator
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Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- Contract
5+ years of experience in a PMO, Project Coordination, Project Controls, Portfolio Coordination, or Program Coordination environment
Added 2 mins ago
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Lead, Forward Deployed Engineering
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Toronto, ON
- Full-time
5+ years of software development experience with Python in web environments (Flask, Eve) or related backend frameworks (Ruby, TypeScript) with an eagerness to work in Python.
Added 2 mins ago
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Human Resources Director/Senior Manager
Foresight Recruitment Group
Mississauga, ON
- $115,000 to $130,000 CAD / year
- Full-time
Oversee key HR programs and initiatives, ensuring they support both employee experience and business performance.
Added 2 mins ago
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Manager, Fund Development (21-month contract)
Canadian Olympic Foundation
Toronto, ON
- Contract
Post-secondary degree or equivalent experience
Added 2 mins ago
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Global Program Lead – Bombardier/Challenger
CAE
Montreal, QC
- Full-time
Demonstrate a continuous-learning mindset and openness to new approaches.
Added 2 mins ago
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Document Control Coordinator
Transportation Investment Corporation
Vancouver, BC
- $66,000 to $91,000 CAD / year
- Full-time
…will be determined based on the successful candidate’s skills, experience, and internal equity considerations. Please note that the offer may fall anywhere within the posted range and is…
Added 2 mins ago
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L.R. Wilson Curator of Canadian Art & Culture
Royal Ontario Museum
Toronto, ON
- Full-time
…and shares global collections, creates knowledge, inspires learning, encourages gathering, and sparks exchange on topics that matter to people and…
Added 2 mins ago
UO
Bioinformatics Specialist
University of British Columbia
Vancouver, BC · PHSA | BC Children's Hospital Research Institute - North Block (BCRI CMMT) (BCHRIN)
- $8,810.92 to $13,202.5 CAD / month
- Full-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…

Desjardins

Advisory Agent, Member and Client Experience

Saint-Rémi, QC, Canada
Caisse Desjardins des Moissons-et-de-Roussillon, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 existing applications and technological tools 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. Monitor and process transactions required to settle their cases.
Stay on top of the latest standards, products and services in your field.
Uphold compliance, security and risk management standards.

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 three 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

2026-11-6

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial support and advice to members and clients while promoting digital tools and cooperative values. They are responsible for managing financial transactions, identifying business opportunities, and assisting clients with fraud or security-related issues.

Requirements

Candidates must possess a high school diploma in a related field and a minimum of three years of relevant experience. Proficiency in French is required, along with strong customer service and communication skills.

Skills

Customer service
Financial advisory
Account management
Business development
Fraud assistance
Digital solutions
Technological support
Risk management
Compliance
Financial transactions
Relationship management
Problem solving
Communication
Adaptability
Tech savvy

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

Financial products
Digital solutions
Business development
Fraud prevention
Compliance
Risk management
Customer experience
Financial empowerment
Technological tools
Account opening
Security standards
Relationship management
Banking
Member services
Client advisory

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