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Added 5 mins ago
PD
Director, DeNovo Development & Onboarding
Passion Dental Group
Toronto, ON
- Full-time
We’re Hiring a Director, DeNovo Development & Onboarding
Added 5 mins ago
A
Application Support Analyst
Altis
Kamloops, BC
- $40 to $55 CAD / hour
- Contract
…enhance critical enterprise systems that support day-to-day business operations. This is an excellent opportunity for an early-career Systems Analyst who is eager to build technical…
Added 5 mins ago
MT
Account Manager
Manitoulin Transport
Halifax, NS
- Full-time
Sales, negotiation, and business development skills to identify opportunities, prepare proposals, and support revenue growth.
Added 5 mins ago
CW
B2B Sales Executive
City Wide Facility Solutions
Vancouver, BC
- $50,000 to $100,000 CAD / year
- Full-time
Dedicate a minimum of 30 hours per week to prospecting and new business development activities
Added 5 mins ago
BC
Quality and Patient Safety Consultant
Brant Community Healthcare System
Brantford, ON
- Full-time
Investing in You – Access to a centralized Education Fund, tuition support, and professional development opportunities.
Added 5 mins ago
CW
B2B Sales Executive
City Wide Facility Solutions
Coquitlam, BC
- $50,000 to $100,000 CAD / year
- Full-time
Dedicate a minimum of 30 hours per week to prospecting and new business development activities
Added 5 mins ago
CW
B2B Sales Executive
City Wide Facility Solutions
Burnaby, BC
- $50,000 to $100,000 CAD / year
- Full-time
Dedicate a minimum of 30 hours per week to prospecting and new business development activities
Added 5 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 5 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 5 mins ago
Electrical Engineer-in-Training (Sudbury)
WSP
Mississauga, ON
Support electrical load calculations, equipment sizing, single-line diagrams, schematics, cable schedules, and drawing development.
Added 5 mins ago
Senior Electrical Engineer (Sudbury)
WSP
Mississauga, ON
…senior technical reviews, mentoring, proposals, and client…
Added 5 mins ago
Structural Engineer-in-Training (Sudbury)
WSP
Mississauga, ON
Participate in design reviews, safety discussions, and quality checks; manage assigned tasks; communicate progress; and maintain development records for P.Eng. registration.
Added 5 mins ago
SL
Senior Consultant, Strategy, Sunlife Health
Sun Life
Calgary, AB · Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Sunlife Health brings together the scale of a mature group benefits business with the pace and innovation of digital health. The Sunlife Health Strategy team focuses on the questions that…
Added 5 mins ago
SL
Senior Consultant, Strategy, Sunlife Health
Sun Life
Calgary, AB · Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Sunlife Health brings together the scale of a mature group benefits business with the pace and innovation of digital health. The Sunlife Health Strategy team focuses on the questions that…
Added 5 mins ago
B
Mortgage Specialist Associate
BMO
London, ON
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 5 mins ago
A
Chef de projet entrée en service / Entry Into Service Project Manager
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Added 5 mins ago
Specialist, Demand Planning
CONA Services
Toronto, ON
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…
Added 5 mins ago
Sales Development Manager, Small Store
CONA Services
Vaudreuil-Dorion, QC
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…
Added 5 mins ago
Specialist, Demand Planning
CONA Services
Toronto, ON
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…
Added 5 mins ago
Sales Development Manager, Small Store
CONA Services
Vaudreuil-Dorion, QC
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…
Added 21 mins ago
Manager, Talent Acquisition
Knak
Ottawa, ON
This is a hands-on leadership role for someone who combines strong recruiting expertise, business judgement and a passion for improving how things work. You'll work closely with senior…
Added 21 mins ago
A
Discovery Program - Power Reliability
ABB
QC · Saint-Laurent, Quebec
- Full-time
…to gain practical experience across multiple facets of our business. Participants will rotate through our Testing, Field Service, and Engineering departments, developing technical skills,…
Added 21 mins ago
SC
Account Manager
STERIS Canada Sales ULC (Canada Sales)
Montreal, QC
- Full-time
Develop and implement annual business plans for territory/assigned accounts including, but not limited to, opportunity development, competitive strategies and targets to drive sales growth.
Added 21 mins ago
RB
Client Advisor
Royal Bank of Canada
Bonnyville, AB
- Part-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 21 mins ago
OW
Oliver Wyman- Private Capital/Industrials- Senior Consultant/Associate
Oliver Wyman Group
Toronto, ON
- Other
…change the world. We have no interest in running a steady-state business. We want to build, grow and shape the environment around…

Desjardins

Advisory Agent, Member and Client Experience

Laval, QC, Canada
Caisse Desjardins de Saint-Martin de Laval, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 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

Communicates effectively, Interpersonal 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

2026-11-19

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 are responsible for ensuring smooth financial transactions, identifying business opportunities, and assisting clients with fraud or security concerns.

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 effective communication skills and be proficient in French.

Skills

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

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

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

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