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Added 2 mins ago
CE
Field Admin – Slave Lake, Alberta
Canadian Energy Insight Inc.
Slave Lake, AB
- Full-time
This role provides essential administrative support to field operations, working closely with Foremen, Production Technologists, Field Operators and office personnel. The ideal candidate is…
Added 2 mins ago
AC
Analyste De La Chaîne D'Approvisionnement | Supply Chain Analyst
Aston Carter
Longueuil, QC
- $42 to $48 CAD / hour
- Contract
Diplôme universitaire en gestion des opérations, analyse de données, gestion de la technologie des affaires ou ingénierie.
Added 2 mins ago
TM
Asst Contr & Sr Mgr Acct&Repo
Toronto Metropolitan University
Toronto, ON
- Full-time
Added 2 mins ago
D
Consultant, Commercial Lending Data Migration - Operate
Deloitte
Toronto, ON
- Full-time
…commercial lending, credit analysis, loan administration or credit operations who is comfortable working with detailed financial and legal documentation. You will play an important role in…
Added 2 mins ago
JH
Event and Conference Services Manager - Hotel (relocation to Victoria, BC)
JRoss Hospitality Recruiters
BC · British Columbia, Canada
- Full-time
…working closely with Sales, Culinary, Food & Beverage and hotel operations. The mandate includes team leadership, client relationship management, revenue growth, service standards, process…
Added 2 mins ago
CE
Administrative Position in Dawson Creek – Dawson Creek, British Columbia
Canadian Energy Insight Inc.
Dawson Creek, BC
- Full-time
Roska DBO Inc. is a customer-focused operations company with a 30 year track record offering expertise in production and equipment solutions on well sites and facilities. Based in Grande…
Added 2 mins ago
AC
Planificateur | Planner
Aston Carter
Longueuil, QC
- $37 to $50 CAD / hour
- Contract
Bonne compréhension de la planification et des opérations de production.
Added 2 mins ago
DG
Business Finance Analyst (Signature Dining)
Dexterra Group
Mississauga, ON
- Full-time
…institutional facilities to remote worksites and natural resource operations. We are committed to delivering exceptional service while creating meaningful opportunities for our people,…
Added 2 mins ago
RI
Senior Forward Deployed Engineer - Java/ Python | Capital Markets
Rose International
Mississauga, ON
- Full-time
…customer-facing role involves close collaboration with trading, risk, and operations teams to deliver solutions across the full technical lifecycle, from discovery and requirements…
Added 2 mins ago
GL
Director, Enterprise Risk Management
goeasy Ltd.
Mississauga, ON
- Full-time
Reporting directly to the Chief Operations Officer, the Director, Enterprise Risk Management will play a pivotal role in building and leading a modern, scalable first-line risk management…
Added 2 mins ago
O
Payroll Auditor
Olymel
Boucherville, QC
- Full-time
…analysis skills, you will contribute to the reliability of payroll operations and the standardization of payroll practices. More…
Added 2 mins ago
B
Accounting Technician
BESTSELLER
Montreal, QC
- Full-time
As an Accounting Technician, you'll play an important role in supporting our daily accounting operations, ensuring accurate financial transactions, timely payments, and well-maintained…
Added 2 mins ago
BP
Administrator
BELFOR Property Restoration Canada
Kingston, ON
- Full-time
As an Administrator, you play a key role in keeping our operations running smoothly, accurately, and efficiently. You’ll support the financial health of the business by managing Accounts…
Added 2 mins ago
M
Controller
MPOYNT
Toronto, ON
- Full-time
You'll oversee accounting operations, working with our internal accounting teams and external finance partners to ensure accurate reporting, strong financial controls, and operational…
Added 2 mins ago
WI
Commercial Manager
WSP in Canada
Ottawa, ON
- Full-time
Support risk management, claims preparation, dispute documentation, project close-out activities, and continuous improvement initiatives that strengthen commercial operations across WSP.
Added 2 mins ago
SC
Branch Administrator - Temporary (Calgary or Red Deer, AB)
Sterling Crane
Calgary, AB
- Full-time
…of business support activities required for efficient branch operations in accordance with Standard Operating Procedures and customer requirements. Key activities of this role include quote…
Added 2 mins ago
S
Lead Business Consultant, Enterprise Data Management & Data Integration
SimCorp
Toronto, ON
- Full-time
At SimCorp, we facilitate the streamlining of investments, accounting, and operations for major global financial institutions. We do this through IT systems, processes, and financial…
Added 2 mins ago
A
Management Consultant – CFO & Enterprise Value | Utilities Industry
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…technologies, data, and advanced analytics to enable more efficient operations, better decision-making, and sustainable…
Added 2 mins ago
R
Bilingual FX Analyst - 12 months Contract
RBC
Toronto, ON
- Full-time
Opportunities to build close relationships with trading staff, operations staff, Account managers, Opportunities to be challenged on a daily basis
Added 2 mins ago
PF
Accounts Payable Representative
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
- Full-time
…internal inquiries, and supporting day-to-day accounts payable operations. In this role, you will work closely with internal departments and external vendors, to help ensure timely…
Added 2 mins ago
UO
Director, Strategic Planning & Operations
University of British Columbia
Vancouver, BC · UBCV | Gordon B. Shrum Building (SHRM)
- $8,810.92 to $13,202.5 CAD / month
- Full-time
The Director of Strategic Planning & Operations is responsible for providing comprehensive strategic oversight and management in all areas of administration and school operations including…
Added 2 mins ago
T
Personal Banking Associate
TD
Saskatoon, SK
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 2 mins ago
T
Personal Banking Associate
TD
Lethbridge, AB
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 2 mins ago
FS
Financial Controller
Futran Solutions
Winnipeg, MB
- Full-time
Lead accounting operations. You will oversee day-to-day accounting activities, ensuring financial transactions are recorded accurately, completely, and on time. You will lead month-end…
Added 3 mins ago
Licensed Customs Broker
Charger Logistics Inc
Brampton, ON

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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