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Added 9 mins ago
W
Intermediate Professional, Project Controls
WSP
Mississauga, ON
- Full-time
A post-secondary diploma or degree, preferably in project management, finance, business, or a related discipline.
Added 9 mins ago
Staff Technical Program Manager - AI/ML
PlayStation Global
Waterloo, ON
Define success with our business partners before delivery begins
Added 9 mins ago
Bilingual Automotive Fixed Ops Specialist - Training and Implementation
PBS Systems
Calgary, AB
PBS is the fastest growing “All Inclusive Business Platform” vendor in North America and we’ve only just begun!
Added 9 mins ago
TG
Project Manager (12 Months Contract)
TMX Group
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
…formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our…
Added 9 mins ago
Meat - Manager Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 9 mins ago
Meat - Manager Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Quispamsis, NB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 9 mins ago
In Store Bakery - Clerk Department Second Bakery
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
New Glasgow, NS
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 9 mins ago
T
Wealth Operations Officer III
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
Executive Assistant I
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
Administration - General Manager
Salit Steel
Fort Erie, ON
…oversight for the Stelcrete Division and the Fort Erie Rebar business. Operating with an entrepreneurial mindset, the General Manager manages the business driving sustainable profitability,…
Added 9 mins ago
T
TD Insurance, Vendor Analyst III
TD
Calgary, AB · Saint John, NB · Halifax, NS · Markham, ON · Montreal, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
Manager, Corporate Segment ORM (5657)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
TD Insurance, Counsel I
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
Assistant Branch Manager Trainee
TD
Brampton, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
Staff Engineer, Atlas Agent Engine
MongoDB
Toronto, ON · ON · QC
Contribute to shaping architecture, code reviews and development practices, developer experience as the teams and product grow
Added 9 mins ago
Warehouse Supervisor - Price Electronics
Price Industries Limited
Winnipeg, MB
Added 9 mins ago
Manager, Annual Giving & Donor Engagement
YMCA of Northeastern Ontario
North Bay, ON
College diploma or University degree in Fundraising, Communications, Business, Non-Profit Management, or a related field
Added 9 mins ago
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Lab Patient Technician - Part Time Regular (Float) - Toronto, ON
LifeLabs
Toronto, ON
- Part-time
…transportation. This is an important role in patient care and our business, and will let you see the difference that you make in patients’…
Added 9 mins ago
Lab Patient Technician
LifeLabs
Whitby, ON
…transportation. This is an important role in patient care and our business, and will let you see the difference that you make in patients’…
Added 9 mins ago
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Part-Time Sales Associate - Famous Footwear CAN
Caleres
Concord, ON
- Part-time
Essential Functions: Other responsibilities may be performed as needed to ensure the needs of the business are met. Overtime hours may be required to meet business needs.
Added 9 mins ago
Seasonal Associate - Famous Footwear
Caleres
Ottawa, ON · KANATA, ON
Essential Functions: Other responsibilities may be performed as needed to ensure the needs of the business are met. Overtime hours may be required to meet business needs.
Added 9 mins ago
Motion Designer
Boutique La Vie En Rose
Montreal, QC
Being part of a family-owned business committed to the community;
Added 9 mins ago
MS
PT Merchandise Manager
Michaels Stores
Calgary, AB
- Part-time
Own workload planning and daily task prioritization, partnering with store leadership to align staffing and execution to business needs.
Added 9 mins ago
Supervisor
JD Sports / Livestock / Size?
AB
Generate business results and achieve key KPIs

Desjardins

Advisory Agent, Member and Client Experience

Quebec, QC, Canada
Caisse Desjardins Des Rivières de Québec, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

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

Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and 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

2026-11-17

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial support, manages transactions, and promotes digital solutions to ensure member satisfaction. They also identify business opportunities, assist with fraud-related issues, and maintain compliance with security and risk management standards.

Requirements

Candidates must have a high school diploma in a related field and a minimum of three years of relevant experience. Proficiency in French and knowledge of financial products, services, and internal operating procedures are required.

Skills

Customer service
Financial advisory
Account management
Business development
Fraud assistance
Transaction processing
Digital solutions
Risk management
Compliance
Technical support
Relationship management
Financial products
Problem solving
Communication
Tech savvy
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
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial services
Cooperative values
Account opening
Digital solutions
Fraud prevention
Risk management
Compliance
Business development
Customer experience
Transaction processing
Technological tools
Financial empowerment
Internal controls
Legal framework
Service standards
Desjardins
Banking
Member relations
Security measures
Data integration

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