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Added 56 mins ago
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General Manager
Snaplii
Toronto, ON · Etobicoke, ON
- Full-time
Leads: Functional leaders across Product, Growth & Marketing, Finance, and Operations; senior on-site leader of the Canadian office
Added 1 hour ago
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Bilingual Contact Centre Agent
Epiq
Ottawa, ON
- Full-time
The Bilingual Contact Center Agent provides customer service and support in multiple languages, ensuring high-quality customer interactions and satisfaction. This role involves handling…
Added 1 hour ago
A
Agent Methodes
Actalent
Mirabel, QC
- $35 to $60 CAD / hour
- Contract
The Methods Agent plays a critical role in planning, optimizing, and supporting aerospace production activities. This person interprets and validates technical documentation, defines…
Added 4 hours ago
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Advisory Agent, Member and Client Experience
Desjardins
Eastman, QC · Magog, QC · Stanstead, QC · Caisse Desjardins du Lac-Memphrémagog
- Full-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 4 hours ago
NS
Senior Director - Cancer Care Program
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Vice President of Operations, the Senior Director, Cancer Care will be responsible for the overall planning for cancer services in Nova Scotia to support the clinical,…
Added 5 hours ago
TF
Manager Safety-1st Shift-RVI-Hanceville
Tyson Foods
Hanceville, BC
- Full-time
…that protect team members, ensure regulatory compliance, and support operational…
Added 6 hours ago
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Planning Intelligence & Automation
TC Energy
Calgary, AB
- Full-time
Experience with Python, SQL, AI agent frameworks, prompt design, or model evaluation.
Added 6 hours ago
Bilingual Royal Service Agent (Part-Time)
Fairmont Hotels & Resorts
Ottawa, ON
…hotel in Ottawa is looking to fill a role of Royal Service Agent…
Added 6 hours ago
OR
Sr Specialist, Contact Center Operations & Training
OSL Retail Services Inc
Mississauga, ON
- Other
We are currently seeking Sr. Specialist, Contact Centre Operations & Training. Reporting to the Senior Manager, Customer Service, this role oversees outsourced omnichannel customer service…
Added 6 hours ago
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Prevailing Wage & Apprenticeship Compliance Manager (m/f/d)
Nordex North America
Montreal, QC
- Full-time
…project management, subcontractor coordination, and payroll operations, ensuring cohesive collaboration and full regulatory compliance. It includes oversight of labor contractors, rigorous…
Added 7 hours ago
AC
Customer Service Agent - Claims
Alimentation Couche-Tard
Laval, QC
- Internship
Reporting to the Claims Manager, the Agent acts as the first point of contact for operators and customers in all matters related to insurance claims. The Agent handles bodily injury claims,…
Added 7 hours ago
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Co-Founder & CEO - AI-Native Mortgage Processing
FutureSight
Canada
- Full-time
…origination, purpose-built for brokers and mid-market IMBs. The agent owns the full loan file lifecycle: reading documents, checking them against investor and agency guidelines, and routing…
Added 7 hours ago
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Co-Founder & CEO - AI-Native Mortgage Processing
FutureSight
Canada
- Full-time
…origination, purpose-built for brokers and mid-market IMBs. The agent owns the full loan file lifecycle: reading documents, checking them against investor and agency guidelines, and routing…
Added 7 hours ago
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Co-Founder & CEO - AI E-commerce Operations System
FutureSight
Canada
- Full-time
Omnex replaces this fragmented workflow with an autonomous, multi-agent AI workforce. Instead of giving sellers another dashboard, Omnex continuously understands the business, reasons…
Added 7 hours ago
F
Co-Founder & CEO - AI E-commerce Operations System
FutureSight
Canada
- Full-time
Omnex replaces this fragmented workflow with an autonomous, multi-agent AI workforce. Instead of giving sellers another dashboard, Omnex continuously understands the business, reasons…
Added 7 hours ago
F
Co-Founder & CEO - AI Accounting Agents for CPA Firms
FutureSight
Canada
- Full-time
FutureSight is seeking a Co-Founder & CEO to lead Crossfoot, an AI-native accounting agent platform. This is a co-founder partnership with meaningful founder equity, not a salaried…
Added 7 hours ago
TR
Automation Project Engineer
Teck Resources Limited
Trail, BC
- $107,000 to $132,000 CAD / year
- Full-time
Demonstrated ability to influence individuals and teams at all levels of the organization, acting as a change agent to support the adoption of new processes, practices, and business…
Added 7 hours ago
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Financial Controller
KITS.COM (TSX:KITS)
Vancouver, BC
- Full-time
Build working relationships with Operations, our overseas finance team, and the reporting team so Finance is involved early.
Added 7 hours ago
Airport Ramp Agent - YYC
Unifi
Calgary, AB
…to make immediate hires on our Ramp team. As an Airport Ramp Agent, you will play a crucial role in ensuring the safe and efficient handling of aircraft on the ground. Your primary…
Added 7 hours ago
DI
Commercial Insurance – Winter 2027 Co-op/Intern
Definity Insurance Company
Waterloo, ON
- Full-time
…good use, and you’ll get to be involved with initiatives that support our strategic goals and use your skills in a supportive team…
Added 7 hours ago
ES
Senior Business Analyst
eHealth Saskatchewan
SK · Saskatchewan
- $45.73 to $55.64 CAD / hour
- Full-time
…architecture and strategic impacts. You will act as a change agent, providing leadership in business analysis and process improvement to support service modernization, client needs, and…
Added 8 hours ago
Senior Director - Cancer Care Program
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Vice President of Operations, the Senior Director, Cancer Care will be responsible for the overall planning for cancer services in Nova Scotia to support the clinical,…
Added 9 hours ago
Letter Carrier - Delivery Agent
Canada Post - Postes Canada
Vancouver, BC
…part of making this happen. As a temporary, on-call delivery agent (also known as a letter carrier), you’ll be the face of Canada Post in your community and make sure customers and…
Added 9 hours ago
Senior Cyber Defense Operations Analyst
Epic Games
Vancouver, BC
Epic's Security Operations Center protects one of the world's largest player communities, along with the people, infrastructure, and technology that support it. As a Senior CDO Analyst, you…
Added 9 hours ago
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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,…

Desjardins

Advisory Agent, Member and Client Experience

Eastman, QC, Canada
Magog, QC, Canada
Stanstead, QC, Canada
Caisse Desjardins du Lac-Memphrémagog, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 3, 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

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

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More about this job

Responsibilities

You will provide financial advice and support to members and clients while promoting the organization's products and digital solutions. Additionally, you will contribute to business development and assist clients with transactions, fraud issues, and security awareness.

Requirements

The position requires a high school diploma in a related field and a minimum of two years of relevant experience. Candidates must also possess strong communication skills, customer focus, and technical proficiency.

Skills

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

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial services
Customer experience
Digital tools
Business development
Fraud
Compliance
Security
Risk management
Advisory
Cooperative values
Client relations
Transaction support
Technological tools
Financial empowerment

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