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Added 13 mins ago
F
Chief Revenue Officer (CRO) & Co-founder - AI for Small Law Firms
FutureSight
Canada
- Full-time
Partnerships & Distribution - Build relationships with legal business coaches, bar associations, legal communities, consultants, complementary technology providers, and other potential…
Added 13 mins ago
R
Business Analyst - Non-Technical
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Business Analyst - Non-Technical on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 13 mins ago
L
5794 - 3rd Key
Lids
Timmins, ON
- $18.45 USD / hour
- Part-time
Career development opportunities and professional training programs.
Added 13 mins ago
ES
Mainframe Application Support Engineer
Epsilon Solutions Ltd.
Toronto, ON
- Contract
The role requires close collaboration with development, infrastructure, business, and operations teams to support mission-critical applications while maintaining agreed service levels.
Added 13 mins ago
HV
Financial Controller
Hilton Vancouver Downtown
Vancouver, BC
- Full-time
You'll own accounting, reporting, tax, audit and controls for both hotels, lead a small finance team, and be a real business partner to each General Manager and to Pacific Reach head…
Added 13 mins ago
TC
Vice President, Philanthropy
The Canadian Women's Foundation
Canada
- Full-time
…of 9 full-time staff via 3 direct reports in the following business units: Individual and Foundation Major and Mid-level Giving; Corporate Giving; and Donor Experience; while working…
Added 13 mins ago
WI
Highways/Roads Engineer
WSP in Canada
BC · British Columbia, Canada
- Full-time
Prepare highway and roadway designs from conceptual development through detailed design.
Added 13 mins ago
F
Technical Co-founder - AI for Automotive Retail
FutureSight
Canada
- Full-time
Own the design and layering of the system for the dev team, and keep the build matched to what the business and sales side actually need
Added 13 mins ago
TG
Senior Manager, Applications and Engineering
TMX Group
Toronto, ON
- Full-time
The Senior Manager, Applications and Engineering oversees the end-to-end technical operations, support, and development for core Transfer Agency record-keeping and processing platforms.…
Added 13 mins ago
F
Co-Founder & CEO - AI-Native Accounting Firm
FutureSight
Canada
- Full-time
Strong business development track record, winning and retaining clients on the strength of your work
Added 13 mins ago
F
Co-Founder & CEO - InsurTech | AI-Native Insurance Brokerage
FutureSight
Canada
- Full-time
Customer Development - Lead pilots with small business owners in certificate-heavy verticals, convert them to bound policies, and build the go-to-market motion
Added 13 mins ago
F
Co-Founder & CEO - InsurTech | AI-Native Insurance Brokerage
FutureSight
Canada
- Full-time
Customer Development - Lead pilots with small business owners in certificate-heavy verticals, convert them to bound policies, and build the go-to-market motion
Added 13 mins ago
F
Co-Founder & CEO - AI-Native Accounting Firm
FutureSight
Canada
- Full-time
Strong business development track record, winning and retaining clients on the strength of your work
Added 13 mins ago
RC
Supervisor, Data Architect
RSM Canada
Toronto, ON
- Full-time
We Are Seeking a Skilled Business Intelligence And Data Engineering Professional With a Strong Background In Design And Development, Data Modeling, And Business Analytics. This Individual…
Added 13 mins ago
F
Co-Founder & CEO - AI E-commerce Operations System
FutureSight
Canada
- Full-time
…sellers another dashboard, Omnex continuously understands the business, reasons across every sales channel, and proactively executes operational decisions - from optimizing pricing and…
Added 13 mins ago
F
Co-Founder & CEO - Entrepreneur in Residence
FutureSight
Canada
- Full-time
Pre-seed capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding
Added 13 mins ago
E
Senior Recruiter, GandA Marketing
Elastic
Canada
- Full-time
Sharp eye for business with the ability to listen, ask relevant questions, and think three steps ahead
Added 13 mins ago
F
Co-Founder & CEO - AI E-commerce Operations System
FutureSight
Canada
- Full-time
…sellers another dashboard, Omnex continuously understands the business, reasons across every sales channel, and proactively executes operational decisions - from optimizing pricing and…
Added 13 mins ago
F
Co-Founder & CEO - AI Automation for Growing Companies
FutureSight
Canada
- Full-time
…use, and keeps those agents running. It launches as a services business with a dedicated technical delivery team from day one. Every engagement also serves as research: as client work…
Added 13 mins ago
DN
Plant Operator
Dyno Nobel
NU · Broughton Island, NU
- Full-time
Attend specified training & development and maintain required certifications.
Added 13 mins ago
F
Co-Founder & CEO - AI-Native Accounting Roll-Up
FutureSight
Canada
- Full-time
Pre-seed capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding
Added 13 mins ago
F
Co-Founder & CEO - AI-Native Accounting Roll-Up
FutureSight
Canada
- Full-time
Pre-seed capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding
Added 13 mins ago
A
Product Marketing Manager - Industrial
ABB
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
The ideal candidate combines strategic marketing expertise, customer insight, business acumen, and strong execution and thrives in a complex, matrixed B2B environment.
Added 13 mins ago
P
Account Representative (Ontario)
PCCA
London, ON
- Full-time
…portfolio may evolve over time through account referrals from the Business Development Representative or National Account Manager, transfers of account responsibility, and adjustments based…
Added 13 mins ago
P
Account Representative (Alberta, British Columbia, Saskatchewan, Manitoba)
PCCA
Calgary, AB
- Full-time
…portfolio may evolve over time through account referrals from the Business Development Representative or National Account Manager, transfers of account responsibility, and adjustments based…

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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