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Added 6 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 37 mins ago
SC
Senior Developer
SAP Careers
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
…components. They will also feature advanced RAG pipelines and multi-agent workflows. Evaluation and benchmarking frameworks to measure AI system quality, reliability, and performance are…
Added 1 hour ago
B
Technical Program Manager
Bite
Toronto, ON
- $90,000 to $115,000 CAD / year
- Full-time
Track readiness at the site level: network validation, hardware delivery and staging, menu and configuration build, staff training, and day-of support coverage.
Added 1 hour ago
GS
Spécialiste Amélioration Continue (Senior)
Groupe SII
Montreal, QC
- Full-time
…future. You will lead strategic transformation initiatives, support the design and deployment of Lean Operating System capabilities, and drive sustainable performance improvements across…
Added 2 hours ago
ET
S-26-079 | Office Agent, Class I
Eastern Townships School Board
Sherbrooke, QC
- $25.65 to $28.68 CAD / hour
- Full-time
Carry out all administrative operations related to aptitude tests and administer exams as per instructions.
Added 2 hours ago
C
Senior Agentic AI developer
CGI
Toronto, ON
- Full-time
CGI's Emerging Technologies team within Global Technology and Operations (GTO) Canada is seeking a highly skilled Senior Agentic AI Developer to design, develop, and deploy next-generation…
Added 2 hours ago
SC
Spécialiste Amélioration Continue (Senior)
SII Canada
Montreal, QC
- Full-time
…future. You will lead strategic transformation initiatives, support the design and deployment of Lean Operating System capabilities, and drive sustainable performance improvements across…
Added 3 hours ago
A
Entry Level Advisory Development Program - Summer Analyst - Canada - NAELFY27
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Provide support in strategic development, process improvement, and organizational change initiatives.
Added 3 hours ago
Consultant, Local Employee Experience - (Western Canada)
McDonald's Corporation
Toronto, ON
Overseeing the development and implementation of people initiatives: You will support, and execute on various people initiatives such as attraction, recruitment, retention, engagement,…
Added 3 hours ago
FS
Core Agent (Winter Seasonal)
Four Seasons Hotels and Resorts
Whistler, BC · Four Seasons Whistler
- Full-time
The Core Agent is a key connector within the resort, playing an essential role in delivering the intuitive, personalized service that defines the Four Seasons experience. Acting as a…
Added 4 hours ago
R
Senior Software Development Engineer, Customer Success Engineering
Remitly
Burnaby, BC
- Full-time
The Customer Success Technologies Engineering team is dedicated to providing a seamless support experience for Remitly customers worldwide. We empower our global operations teams to ensure…
Added 5 hours ago
A
Forward Deployed Solutions Lead
Accenture
Calgary, AB · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…from design and development through deployment and production…
Added 5 hours ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 5 hours ago
F
Software Dev QA Specialist
Fortinet
Burnaby, BC
- Full-time
Work closely with R&D and technical support teams to track, troubleshoot, and resolve complex edge-case bugs (e.g., driver conflicts, agent crashes, telemetry gaps) using internal tracking…
Added 5 hours ago
EA
Catering Agent
Executive Aviation
Hamilton, ON
- Full-time
Come join us! Executive Aviation is hiring a Catering Agent for our team at the Hamilton Airport (YHM) who loves working in the travel and tourism industry. This role reports directly to an…
Added 6 hours ago
Manager, Corporate Function Finance (1 Year Contract)
Scotiabank
Toronto, ON
…partner to supported functions. The incumbent will primarily support Audit and Legal & Secretaries, partnering with function stakeholders to provide timely, accurate, and value-added…
Added 6 hours ago
FC
Ops Agent Admin
FedEx Canada
AB · Edmonton, AB
- Full-time
Supports station/call centre operations and management in all aspects of business and office procedures including liaison with internal and external customers, suppliers and employees.…
Added 6 hours ago
S
Customer Service Agent -Full-Time-Burlington
Serco
Burlington, ON
- Full-time
Comply with all regulations, policies and procedures pertaining to the operations including occupational health and safety, environmental, drug and alcohol, and quality.
Added 7 hours ago
TH
Project Manager II | Temporary Full-Time | Emergency & Urgent Care Program
Trillium Health Partners
Mississauga, ON
- Full-time
…Department. The Senior Project Manager will function as a change agent and be responsible for partnering with internal and external clients to identify issues, determine, and implement…
Added 7 hours ago
Staff Software Engineer - Identity & Access Management
Brex
Vancouver, BC
…software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service…
Added 8 hours ago
S
Staff Security Engineer
Snaplii
Toronto, ON · Etobicoke, ON
- Full-time
…and application teams on transaction authorization, sensitive operations, partner integrations and abuse prevention. Secure AI agent credentials, spending limits and transaction-level…
Added 8 hours ago
Engineering Lead- Global Payments Engineering
Scotiabank
Toronto, ON
…which aim to offer enriched information and transparencies to support the rapidly evolving payments…
Added 8 hours ago
SI
Senior Developer
SAP IT Business Systeme
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
…components. They will also feature advanced RAG pipelines and multi-agent workflows. Evaluation and benchmarking frameworks to measure AI system quality, reliability, and performance are…
Added 10 hours ago
NF
Trainee Customer Care Agent
Neilson Financial Services
Toronto, ON
- Full-time
…the USA, Canada, Ireland, and Australia in addition to our UK…
Added 10 hours ago
D
Operations Support Agent
Desjardins
L'Isle-Verte, QC · Caisse Desjardins de Viger et Villeray
- Full-time
Maintain the security of transactions and operations in accordance with current policies, practices and standards.

Desjardins

Advisory Agent, Member and Client Experience

Témiscaming, QC, Canada

Part-time

Apply About employer

Applications open in a new tab.

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

Apply About employer

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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