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Added 4 mins ago
PC
Indirect Tax, Recovery Data Analytics
PwC Canada
Vancouver, BC
- Full-time
A strong commitment to professional and client service excellence
Added 1 hour ago
A
Senior Software Developer, Frontend
Autodesk
Toronto, ON
- Full-time
Hands on understanding of latest paradigms in Frontend Development such as Pub-Sub Pattern, State Management, Service Workers, Web Components, Client Caching, Lazy Loading, Dynamic…
Added 2 hours ago
A
Senior Software Developer, Frontend
Autodesk
Toronto, ON
- Full-time
Hands on understanding of latest paradigms in Frontend Development such as Pub-Sub Pattern, State Management, Service Workers, Web Components, Client Caching, Lazy Loading, Dynamic…
Added 2 hours ago
P
Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
A strong commitment to professional and client service excellence
Added 2 hours ago
MG
Gestionnaire, Maintenance / Manager, Maintenance
Medicom Group
Montreal, QC
- Full-time
…incarnons nos valeurs au quotidien en plaçant la satisfaction client au cœur de nos priorités, tout en favorisant le travail d’équipe, la responsabilisation et…
Added 3 hours ago
P
January 2027 - Financial Risk Management - Valuation (Non-CPA) - 4 month Co-op - Toronto
PwC
Toronto, ON
- Full-time
Ability to interact well with others in a professional, team-oriented, client service environment.
Added 3 hours ago
P
Financial Reporting & Tax Compliance, Senior Associate
PwC
Calgary, AB · Winnipeg, MB
- Full-time
As a Senior Associate, you’ll work in our Tax Line of service as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities…
Added 5 hours ago
P
Strategy, Transformation & Risk, Senior Associate
PwC
Toronto, ON
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 5 hours ago
D
Advisory Agent, Member and Client Experience
Desjardins
Amqui, QC · Causapscal, QC · Matapédia, QC · Sayabec, QC · Caisse Desjardins Vallée de la Matapédia
- Part-time
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,…
Added 6 hours ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
…solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited…
Added 9 hours ago
P
Transaction Services Manager  - Financial Services (Bilingual FR/EN)
PwC
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited…
Added 9 hours ago
F
Agent(e) d'indemnisation / Claims Agent
FBA
Saint-Lambert, QC
- Full-time
Dans ce rôle polyvalent, vous agirez à la fois comme agent de service à la clientèle, adjoint administratif et agent d’indemnisation. Vous serez responsable de répondre aux demandes des…
Added 10 hours ago
PW
Import Agent
Priority Worldwide
Montreal, QC
- Full-time
…Worldwide is seeking a highly organized, detail-oriented Import Agent to join our growing Montreal…
Added 11 hours ago
P
Digital Assurance & Transparency Manager
PwC
Calgary, AB
- Full-time
Collaborate directly with clients to identify and address their needs through building, maintaining and utilizing solid networks of client relationships and community involvement
Added 11 hours ago
P
Digital Assurance & Transparency Manager
PwC
Vancouver, BC
- Full-time
Collaborate directly with clients to identify and address their needs through building, maintaining and utilizing solid networks of client relationships and community involvement
Added 11 hours ago
PC
Digital Assurance & Transparency Manager
PwC Canada
Vancouver, BC
- Full-time
Collaborate directly with clients to identify and address their needs through building, maintaining and utilizing solid networks of client relationships and community involvement
Added 11 hours ago
RC
Agent(e) de location résidentielle
Rizzo Capital
Laval, QC
- Full-time
Nous sommes à la recherche d’un(e) agent(e) de location dynamique, professionnel(le) et orienté(e) vers les résultats pour contribuer au succès de notre projet résidentiel haut de gamme…
Added 1 day ago
AC
Représentant Des Comptes Clients/customer Account Representative
Aston Carter
Longueuil, QC
- $32 to $40 CAD / hour
- Contract
Le agent Jr de la chaîne d'approvisionnement est responsable dun portefeuille de clients internationaux dont les pièces entrent à lusine pour réparation. Il ou elle agit comme…
Added 1 day ago
BB
Représentant(e) des services techniques à domicile (Temps plein)) / Field Technical Service Representative (Full Time)
Best Buy Canada
Montreal, QC
- Full-time
Crée une expérience client exceptionnelle à tout coup grâce à votre dévouement au service à la clientèle et à votre professionnalisme
Added 1 day ago
P
SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
Strong client-service orientation focused on achieving high quality, timely and profitable results
Added 1 day ago
F
Senior Platform Engineer
Flinks
Remote, Canada
- Full-time
- Remote
Build and own our internal developer platform: a Backstage-based portal and service catalog with software templates that scaffold a production-ready service (repo, pipeline, infrastructure,…
Added 1 day ago
BB
Représentant(e) des services techniques à domicile (Temps plein) / Field Technical Service Representative (Full Time)
Best Buy Canada
Montreal, QC
- Full-time
Crée une expérience client exceptionnelle à tout coup grâce à votre dévouement au service à la clientèle et à votre professionnalisme
Added 1 day ago
PC
Capital Markets Transactions - Senior Associate
PwC Canada
Calgary, AB
- Full-time
…transactions and other transformational events. You’ll tackle client’s needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high…
Added 1 day ago
SC
Agent de sécurité | Québec | 45 heures Poste de jour | $23.50/H + primes
Securitas Canada
Quebec, QC
- Full-time
SECURITAS recrute actuellement un agent de sécurité pour assurer la protection et l’accueil dans un complexe de bureaux. Si vous aimez évoluer dans un environnement professionnel dynamique,…
Added 1 day ago
CL
Agent Import Maritime / Ocean Import Agent (592943)
CEVA Logistics
Montreal, QC
- Full-time
Orientation client marquée, avec un souci constant d’offrir un service professionnel et de qualité.

Desjardins

Advisory Agent, Member and Client Experience

Amqui, QC, Canada
Causapscal, QC, Canada
Matapédia, QC, Canada
Sayabec, QC, Canada
Caisse Desjardins Vallée de la Matapédia, Canada

Part-time

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Job details

Job type: Part-time
Apply by: Jan 4, 2027
Posting language: English
Posted: Nov 3, 2026

Original job description

Temporary position (On call).

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 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

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)

CAISSE VALLÉE DE LA MATAPÉDIA (60010 / Conv_Col_00047) (2017-11-20 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2027-01-3

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More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members while promoting the organization's products and digital tools. They are responsible for maintaining business relationships, identifying sales opportunities, and ensuring secure transaction processing.

Requirements

Candidates must possess a high school diploma in a related field and at least two years of relevant experience. Proficiency in French is required for this role.

Skills

Customer service
Financial advisory
Banking transactions
Business development
Digital solutions
Fraud prevention
Risk management
Compliance
Technological support
Communication
Customer focus
Situational adaptability
Tech savvy

Visa sponsorship

Not detected in the job text

Keywords

Advisory Agent
Member Experience
Client Experience
Financial Empowerment
Banking
Cooperative Values
Digital Solutions
Business Development
Fraud
Compliance
Security
Risk Management
Technological Tools
Customer Focus
Action Oriented
Nimble Learning
Situational Adaptability
Tech Savvy

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