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Added 24 mins ago
Financial Service Representative
Money Mart
Mississauga, ON
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 24 mins ago
Financial Service Representative
Money Mart
Mississauga, ON
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 24 mins ago
Financial Service Representative
Money Mart
Toronto, ON
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 24 mins ago
Financial Service Representative
Money Mart
Toronto, ON
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 24 mins ago
Financial Service Representative
Money Mart
Toronto, ON
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 24 mins ago
R
Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 24 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
Added 24 mins ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
Knowledge of wealth management and/or operations is an asset
Added 24 mins ago
E
Controller
E4C
Edmonton, AB
- Full-time
The Controller provides leadership and oversight of e4c’s accounting and financial operations, ensuring the accuracy, integrity, and consistency of financial information across programs,…
Added 24 mins ago
CN
SMP - Contract Specialist – Major Projects
Canadian Natural
Calgary, AB
- Full-time
…efficiencies. This is an exciting opportunity to contribute to operations across Canada while developing your expertise in energy procurement and contract…
Added 24 mins ago
Tax Officer, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
Contribute to effective and efficient operations and a high-performance, inclusive team environment.
Added 24 mins ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and Global Sales Principles, while ensuring the…
Added 24 mins ago
IF
Team Lead, Actuarial, Operational Performance Analytics
Intact FC
Calgary, AB · Quebec, QC
- Full-time
Formulate appropriate recommendations after analyzing and interpreting reports produced by actuarial analysts to improve the performance of underwriting operations.
Added 24 mins ago
FC
Représentant des opérations bilingue (Transferts NELTC) / Operations Representative Bilingual (ATON Transfers)
Fidelity Canada
Montreal, QC
- Full-time
Le représantant des opérations bilingue sera un atout précieux pour le service des opérations de SCFC. Vous commencerez à travailler soit dans l’équipe des nouveaux comptes, soit dans…
Added 39 mins ago
Director - Global Sales and Business Development
L3Harris Technologies
ON · Waterdown, ON
Forecast bookings and product mix, on a quarterly basis to enable the WESCAM leadership team to make informed financial and operations decisions.
Added 39 mins ago
DO
Accountant (24 Month Contract)
Doctors of BC
Vancouver, BC · BC
- Part-time
Reporting to the Chief Financial Officer, the Accountant works within the FMB Department on a team of 30 staff. The Accountant will be responsible for all aspects of accounting and…
Added 39 mins ago
MF
Summer Intern 2027 - Asset Management Operations Technology)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
The AMOT (Asset Management Operations Technology) team at IGM Financial is a highly collaborative group focused on delivering reliable, scalable, and innovative technology solutions that…
Added 54 mins ago
Shopping Centre Manager
Harvard
Regina, SK
…and for which you will be responsible for leading property operations, financial performance, tenant relations, customer experience initiatives, and the overall success of the…
Added 54 mins ago
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Senior Software Developer, Workday Integrations & Extend
RBC
Toronto, ON
- Full-time
Added 54 mins ago
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Relationship Manager, Business Market
RBC
Ottawa, ON
- Full-time
Be on your client’s path, visit your clients on-site to gain a thorough understanding of their business objectives and operations, as permitted
Added 54 mins ago
P
Suitability Review Analyst
Primerica
Mississauga, ON · Primerica Financial Services Ltd (CAN)
- Full-time
Added 54 mins ago
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Associé(e) des services aux invités | Guest Services Associate
MasterBUILT Hotels Ltd.
Boisbriand, QC
- Full-time
Added 54 mins ago
S
Accounts Payable Manager (15 month term)
Stantec
Edmonton, AB
- Full-time
…of Accounts Payable professionals supporting North American…
Added 1 hour ago
T
Software Engineer II Full Stack (Branch Systems)
TD
London, ON · Toronto, ON
- Full-time
Added 1 hour ago
T
Site Reliability Engineer Lead
TD
Toronto, ON
- Full-time
Partner across the organization: Work closely with engineering, operations, cybersecurity, architecture, risk, compliance, and business stakeholders to resolve priorities, manage…

Desjardins

Advisory Agent, Member and Client Experience

Montmagny, QC, Canada
Caisse Desjardins de la MRC de Montmagny, Canada

Part-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Part-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Oct 29, 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
Available for travel to other Caisse service centres, as required to meet organizational needs

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

2026-11-19

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members and clients while promoting digital solutions and banking products. They also contribute to business development, handle transaction issues, and assist clients in cases of fraud or irregularities.

Requirements

Candidates must have a high school diploma in a related field and at least two years of relevant experience. Proficiency in French is required, along with the ability to travel to other service centers as needed.

Skills

Customer service
Financial advisory
Business development
Relationship management
Digital solutions
Fraud prevention
Compliance
Risk management
Tech savvy
Communication
Action oriented
Situational adaptability

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
Technological tools
Financial empowerment
Cooperative values
Client relations
Transaction support
Safety
Prevention

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