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Added 3 mins ago
Alterations Specialist
David's Bridal
Cambridge, ON
…is responsible for exemplifying friendly, knowledgeable, and technical expertise and providing superior customer service. Alterations Specialists are members of the store team and…
Added 3 mins ago
Lead Alterations Specialist
David's Bridal
Woodbridge, ON
…is responsible for exemplifying friendly, knowledgeable, and technical expertise and providing superior customer service. Lead Alterations Specialist is a member of the store team and…
Added 3 mins ago
D
Technician, General finance and accounting
Desjardins
Montreal, QC
- Full-time
…organization’s economic activity. You assist with product and service pricing and financial engineering, financial market transactions, and tax law analysis (including payroll). You serve…
Added 3 mins ago
Autobody Technician
Kirmac Collision and Autoglass
Kelowna, BC
…years, Kirmac has delivered quality workmanship and exceptional customer service helping people get back on the road while turning repair experiences into something positive. As the…
Added 3 mins ago
P
Surveillance Operator - Opérateur de surveillance
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Kahnawake 14 Réserve Indienne, QC
- $22 CAD / hour
- Part-time
…responsibilities, you will conduct reviews and investigations into customer and staff claims, including theft, misconduct, aggressive behavior, and policy violations. You will be…
Added 4 mins ago
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Warehouse Supervisor: one-year contract (Sunday-Wednesday or Wednesday-Saturday, 4:30pm-3am)
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- Contract
Communicate across Warehouse, Transportation and Customer Service departments regarding possible issues impacting our customer or one-another
Added 18 mins ago
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Service Automatic Door Tech. Foreman - Glazing - Ottawa
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- Full-time
Install and service automatic door entrance systems in a professional, cost-effective and safe manner
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Field Service Specialist (Nisku)- Completion Tools
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Nisku, AB
- Full-time
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Added 33 mins ago
T1
Assistant District Manager
Tier 1 Energy Holdings LLC
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- Full-time
Coordinate with internal departments and assist in resolving operational, equipment, service-quality, and customer issues.
Added 33 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
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To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…
Added 33 mins ago
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Hearing Aid Specialist or Audiologist
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In this role, you will manage the customer journey by administering comprehensive hearing evaluations and providing personalized consultations. Reporting to the Senior Area Manager, you…
Added 33 mins ago
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Regulated Pharmacy Technician, Hourly Part Time Day
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- Part-time
To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…
Added 33 mins ago
Manager of Central Staffing
Winnipeg Regional Health Authority
Winnipeg, MB
…delivery of quality services. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to…
Added 33 mins ago
MB
Transportation Supervisor, Sunday-Wednesday or Wednesday-Saturday, 4am-2pm or 7am-5pm
Martin Brower UK and Ireland
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- Full-time
Communicate across Warehouse, Transportation and Customer Service departments regarding possible issues impacting our customer or one-another
Added 33 mins ago
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Superviseur(e) Transport, Dimanche au Mercredi, Mercredi au Samedi, 10am-8:30pm
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Communicate across Warehouse, Transportation and Customer Service departments regarding possible issues impacting our customer or one-another
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Manager of Central Staffing
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…delivery of quality services. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to…
Added 33 mins ago
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Added 33 mins ago
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Senior Quality Manager
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Support product availability and coordinate with Planning, Purchasing, Customer Service, Finance, Sales, Packaging and Marketing
Added 48 mins ago
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Retail Shift Leader
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- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 1 hour ago
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Inventory Clerk
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AB · Edmonton, AB
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Strong organizational and Customer service skills
Added 1 hour ago
BF
Automation Systems Engineer
BC Ferries
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- Full-time
We are seeking an experienced Automation Systems Engineer to join our Engineering Technical Services and Standards (ETSS) team. This role is responsible for providing technical oversight…
Added 1 hour ago
R
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We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 1 hour ago
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310T Heavy Duty Truck & Coach Mechanic/Technician
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- Full-time
…different types of vehicles; ensuring quality, time standards, customer expectations, cost guidelines and reliability goals are…
Added 1 hour ago
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De Novo Retail Relationship Banker
BMO U.S.
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- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
LC
Regulated Pharmacy Technician, Hourly Part Time Day
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To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…

Desjardins

Advisory Agent, Member and Client Experience

Plessisville, QC, Canada
Caisse Desjardins de L'Érable, Canada

Part-time

Apply About employer

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Job details

Job type: Part-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Nov 4, 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 at the Caisse's two other service centres located in Princeville and Lyster
Available to work from Monday to Friday including one evening

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

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

2026-11-26

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 with fraud or security concerns.

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 availability to travel between service centers and work occasional evenings.

Skills

Customer service
Financial advisory
Business development
Relationship management
Digital solutions
Fraud detection
Compliance
Risk management
Communication
Interpersonal skills
Adaptability
Problem solving
Technical support
Banking transactions

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 empowerment
Customer experience
Business development
Digital solutions
Fraud prevention
Compliance
Risk management
Technological tools
Client relations
Service delivery
Financial transactions
Security standards
Cooperative values
Personalized solutions

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