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Added 1 min ago
V
Lead Software Engineer
Virtusa
Toronto, ON
- Full-time
Job Summary: We are seeking an experienced Support Lead to oversee and manage 24/7 production support operations for critical digital assets, tokenized deposits, stablecoin processing, and…
Added 1 min ago
Senior Officer, Financing Operations
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
Join the Housing Programs team, in the Senior Officer, Financing Operations position. In this role you will support projects approved under CMHC’s Affordable Housing Fund program by…
Added 1 min ago
Bilingual Senior Officer, Financing Operations
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
Join the Housing Programs Team in the Bilingual Senior Officer, Financing Operations position. In this role you will support projects approved under CMHC’s Affordable Housing Fund program…
Added 16 mins ago
IH
Manager | Clinical Operations
Interior Health Authority
Penticton, BC
- Full-time
Interior Health is looking for a term specific full-time Manager, Clinical Operations to support the South Okanagan Home Health, Rural Areas. This term will be until October 31, 2027 or…
Added 46 mins ago
IW
Manager, Mortgage Operations
IG Wealth Management
ON · Ontario, Canada
- Full-time
…management transactions for the companies Mortgage Banking Operations. This team is responsible for managing ongoing investments as they relate to the liquidity and risk management of…
Added 46 mins ago
IW
Manager, Mortgage Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…management transactions for the companies Mortgage Banking Operations. This team is responsible for managing ongoing investments as they relate to the liquidity and risk management of…
Added 46 mins ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 46 mins ago
L
Financial Service Representative - LendDirect Office 1507
LendDirect
Oshawa, ON
- Full-time
~ Hypatia P., Store Operations Recruiter - Canada
Added 46 mins ago
RP
Total Rewards Admin - Contract
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Accounting & Finance - Engineering, Sales & Operations - HR & Office Support - Technology - Contingent Workforce - Executive Search
Added 46 mins ago
SL
Business Portfolio Manager
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
3-5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field.
Added 46 mins ago
HH
Director of Strategy and Partnerships
Highbridge Human Capital
Remote, Canada
- $142,501 to $152,646 CAD / year
- Contract
- Remote
Direct Hub operations, providing leadership and support to employees while ensuring appropriate staffing and resources.
Added 1 hour ago
AF
Product Manager
ATB Financial
AB · Edmonton, AB
- Full-time
Industry Standards: Deep familiarity with the Canadian payments ecosystem, including fraud mitigation, AML guidelines, and back-office operations.
Added 1 hour ago
T
Analyst, Cash Management (UUWA)
TransAlta
Calgary, AB
- Full-time
Added 1 hour ago
Finance and Accounting - Financial Analyst - P3
OSI Maritime Systems
Burnaby, BC
Oversee cash operations, invoicing, and receivables
Added 1 hour ago
MG
Restaurant manager
Montfort Grill House
Waterdown, ON
- From $37 CAD / hour
- Full-time
- On-site
Plan, organize, direct, control and evaluate daily operations
Added 1 hour ago
N
Sr Financial Analyst, Proprietary Products
Nutrien
Saskatoon, SK
- Full-time
…appropriate trend analysis and impact modelling on company business operations, initiatives, projects, strategic goals and…
Added 1 hour ago
A
Tax Manager
Armco
Halifax, NS
- Full-time
…coordination of tax related matters for the Canadian and US operations and…
Added 1 hour ago
TH
Office Manager & People Operations Coordinator (Cranbrook, BC)
The Headhunters Recruitment
Cranbrook, BC
- Full-time
We're looking for an Office Manager & People Operations Coordinator to join a well-established and highly respected professional services firm in the financial sector, based in Cranbrook,…
Added 1 hour ago
DG
Fixed Operations Manager
Dilawri Group of Companies
Vancouver, BC
- Full-time
The Fixed Operations Manager is a key leadership role responsible for overseeing both the Service and Parts Departments at Dilawri Vancouver, ensuring operational excellence, strong…
Added 1 hour ago
A
Property Manager
Armco
Montreal, QC
- Full-time
Oversee the day-to-day operations and overall management of the residential property.
Added 1 hour ago
N
Sr Financial Analyst, Proprietary Products
Nutrien
Calgary, AB
- Full-time
…appropriate trend analysis and impact modelling on company business operations, initiatives, projects, strategic goals and…
Added 1 hour ago
SR
Administrative Assistant
STRIVE Recruitment Inc.
Burnaby, BC
- Full-time
…Accounting Finance, Construction, Corporate Administration, Operations, and Technology. Our proactive recruitment approach allows us to uncover high-caliber professionals for niche,…
Added 1 hour ago
H
Property Manager
Hays
Surrey, BC
- $90,000 to $110,000 CAD / year
- Full-time
…smooth delivery of tenant relations and property management…
Added 1 hour ago
T
Personal Banker Trainee
TD
Calgary, AB
- Full-time
Added 1 hour ago
B
Vice President, Technology Operations
BCI
Vancouver, BC · Victoria, BC · CA Vancouver
- Full-time
In recent years, BCI has made substantial investments in modernizing its technology operations and has established a leading-edge platform, recently winning Info-Tech Innovator of the Year…

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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