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Added 1 day ago
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Advisory Agent, Member and Client Experience
Desjardins
Trois-Rivières, QC · Caisse Desjardins de l'Est de Trois-Rivières
- 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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Cyber Generalist, Manager
PwC
Toronto, ON
- 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 2 days ago
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Sr. Director, Product Management, AI Product Strategy
OpenText
Waterloo, ON
- Temporary
Shape OpenText's point of view on AI - representing the company at industry events, client forums, and analyst briefings - including Gartner, Forrester, and major client advisory boards -…
Added 2 days ago
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Corporate Tax, Senior Manager
PwC
Calgary, AB
- Full-time
In tax consulting and advising at PwC, you will focus on offering consulting and advisory services to clients on various tax matters. You will provide advice and guidance on tax planning,…
Added 2 days ago
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Advisory Agent, Member and Client Experience
Desjardins
Montmagny, QC · Caisse Desjardins de la MRC de Montmagny
- 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 2 days ago
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Senior Associate Data Protection Operations
PwC
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON
- Full-time
3–5 years of hands-on experience in data protection operations (DLP and DSPM).
Added 3 days ago
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Advisory Agent , Member and Client Experience
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- 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 3 days ago
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AML Analytics Manager
PwC
Toronto, ON
- 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
D
Advisory Agent, Member and Client Experience
Desjardins
Chambly, QC · Caisse Desjardins du Bassin-de-Chambly
- 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 3 days ago
PC
Senior Manager Cyber Generalist
PwC Canada
Toronto, ON
- 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 4 days ago
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Senior Manager Cyber Generalist
PwC
Toronto, ON
- 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 4 days ago
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January 2027 - Corporate Finance Non-CPA - 4 Month Co-op - Montreal
PwC
Montreal, QC
- Full-time
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each…
Added 4 days ago
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Capital Projects and Infrastructure, Infrastructure Project Finance, Director
PwC
Toronto, ON
- Full-time
A career within Deals Capital Projects and Infrastructure will provide you the opportunity to deliver lead financial and strategic advisory services to our clients on infrastructure…
Added 4 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Témiscaming, 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 4 days ago
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Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
The successful candidate will combine deep expertise in Microsoft technologies, particularly Microsoft Azure and Microsoft AI Foundry, with proven experience leading large-scale enterprise…
Added 5 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Saint-Rémi, QC · Caisse Desjardins des Moissons-et-de-Roussillon
- 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 5 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Montreal, QC · Caisse Desjardins du Centre-est de Montréal
- Full-time
As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and…
Added 5 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Blainville, QC · Mirabel, 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 5 days ago
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Bilingual Customer Success Manager (French/English)
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 5 days ago
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Senior Manager - Senior Tech Lead – AI & Technology Transformation
Toast
Montreal, QC
- $103,000 to $190,000 USD / year
- Full-time
Consulting firm or advisory services experience is mandatory, including managing clients, structuring engagements and delivering in complex, ambiguous settings
Added 5 days ago
Industry Advisor - Public Safety
Softchoice
Ottawa, ON
This position is responsible for fostering strong strategic client relationships and acting as the voice of the client within the organization, helping shape strategies to enhance sales…
Added 6 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Saint-Eustache, QC · Caisse Desjardins de Saint-Eustache-Deux-Montagnes
- 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 6 days ago
D
Advisory Agent, Member and Client Experience
Desjardins
Thurso, 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 6 days ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works…
Added 8 days 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…

Desjardins

Advisory Agent, Member and Client Experience

Témiscaming, QC, Canada

Part-time

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Job details

Job type: Part-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Oct 28, 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
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
Ability to enter data in the systems
Knowledge of security measures, legal frameworks and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of service standards

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

2026-11-20

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More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members and clients while promoting Desjardins products and digital solutions. They are responsible for ensuring smooth financial transactions, addressing client needs, and identifying business development opportunities.

Requirements

Candidates must have a high school diploma in a related field and a minimum of two years of relevant experience. Proficiency in French and knowledge of financial services and security standards are required.

Skills

Customer service
Financial advisory
Business development
Digital solutions
Fraud detection
Compliance
Risk management
Data entry
Technical support
Communication
Customer focus
Situational 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

Banking
Financial services
Customer experience
Business development
Digital solutions
Fraud
Compliance
Risk management
Data entry
Technical support
Cooperative values
Financial empowerment
Transaction processing
Security measures
Internal controls

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