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Added 6 mins ago
M
Consultant, Consulting - Human Resources
MNP
Vancouver, BC · Victoria, BC
- Full-time
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our…
Added 6 mins ago
LC
Manager, Software Engineering & AI
Loblaw Companies Limited
Brampton, ON · Toronto, ON
- Full-time
…collaborate across product, architecture, security, data, and business teams to turn organizational needs into dependable AI…
Added 6 mins ago
Procurement and Inventory Coordinator
UFA Co-operative Ltd.
AB · Red Deer County, AB
…a fast-paced environment and enjoys working across multiple business units to drive operational excellence, inventory accuracy, and procurement…
Added 6 mins ago
GI
General Manager - Niagara On The Lake
Gap Inc.
Niagara-on-the-Lake, ON
- Full-time
As the General Manager, you are responsible for leading your team to deliver a profitable store business plan. You ensure your store achieves all key metrics and is meeting or exceeding…
Added 6 mins ago
E
Senior Building Consultant
EllisDon
Edmonton, AB
- Full-time
Investigate and understand local market as well as organize and attend business development opportunities.
Added 6 mins ago
AI Integration Engineer – Market Data & Entitlements
Capco
Toronto, ON
Experience as a Market Data Developer, API/Integration Engineer, Data Platform Engineer or AI Engineer with market-data exposure.
Added 6 mins ago
E
Senior Building Consultant
EllisDon
Calgary, AB
- Full-time
Investigate and understand local market as well as organize and attend business development opportunities.
Added 6 mins ago
E
Building Consultant
EllisDon
Edmonton, AB
- Full-time
Understand and investigate local market and participate in business development activities and meetings to grow your local area.
Added 6 mins ago
A
Financial Analyst
Acosta
Toronto, ON
- Full-time
The Financial Analyst plays a key role in supporting financial planning, forecasting, reporting, and business decision-making across the organization. This position is responsible for…
Added 6 mins ago
AI Engineer – Market Surveillance
Capco
Toronto, ON
Collaborate with surveillance, compliance and technology teams to translate business requirements into practical technical solutions that improve investigation workflows and operational…
Added 6 mins ago
VC
Junior Project Controller
Valard Construction
AB · Edmonton, Alberta
- $92,000 to $110,000 CAD / year
- Full-time
Added 6 mins ago
VC
Junior Project Controller
Valard Construction
Calgary, AB
- $92,000 to $110,000 CAD / year
- Full-time
Added 6 mins ago
MI
People Experience Advisor
Mondelēz International
Hamilton, ON · Plant - Hamilton, Canada
- Full-time
Process design and mapping, and business requirement gathering experience
Added 6 mins ago
AI Engineer – Corporate Actions & Asset Servicing
Capco
Toronto, ON
You'll collaborate with corporate actions, custody, asset servicing and technology teams to translate complex business rules into effective extraction, validation and workflow logic,…
Added 6 mins ago
General Duty Nurse (N2) - Emergency - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…health services and supports centralized administrative and business functions for Manitoba health…
Added 6 mins ago
General Duty Nurse (N2) - Emergency - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…health services and supports centralized administrative and business functions for Manitoba health…
Added 6 mins ago
General Duty Nurse (N2) - Women's Health Labour & Delivery - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…health services and supports centralized administrative and business functions for Manitoba health…
Added 6 mins ago
TI
Cloud Financial Operations Analyst
Tecsys Inc.
Remote, Canada
- Full-time
- Remote
…empowers front-line workers and back office planners, enabling business leaders to see and manage their supply chains like never…
Added 6 mins ago
E
Associate, Sustainability & Performance, Western Canada
Entuitive
Remote, Canada
- Full-time
- Remote
You will be responsible for business development and overseeing small to large scale projects in Western Canada while maintaining a high level of service for the Sustainability +…
Added 6 mins ago
Route Service Representative (4-Day Workweek)
Cintas
Toronto, ON · Etobicoke, ON
…training, mentoring and the opportunity to develop world class business…
Added 6 mins ago
IF
Data Scientist
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…the Strategy and Analytics team within the Underwriting, New Business and Claims Vice-Presidency, where advanced analytics and artificial intelligence are used to optimize underwriting and…
Added 6 mins ago
Sales Specialist
LotusBakeries
Montreal, QC
In this role you will support the Sales Manager and Account Managers for Biscoff (& Natural Foods) in the day-to-day commercial execution of the Canadian business.
Added 6 mins ago
Sales Representative, Local Media
Bell
St. John's, NL
…balance, Bell offers flexibility in work hours based on the business…
Added 6 mins ago
B
Corporate Affairs Intern
Burson
Toronto, ON
- $38,462 CAD / year
…proactive, and genuinely excited about the intersection of business, reputation and current…
Added 6 mins ago
OS
Economic & Market Analysis Co-op Student
Ontario Securities Commission
Toronto, ON
- Contract
…building reports and dashboards using Tableau, Power BI or other business intelligence…

Desjardins

Advisory Agent , Member and Client Experience

Levis, QC, Canada
Caisse Desjardins de Lévis, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Nov 5, 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 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, and ensure that they are referred to the appropriate partners.
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 two 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 automated and assisted 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

2026-11-19

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members while promoting the organization's products and digital solutions. They are responsible for maintaining business relationships, identifying growth opportunities, and assisting clients with transactions and security-related issues.

Requirements

Candidates must have a high school diploma and a minimum of two years of relevant experience. Proficiency in French and knowledge of financial products, security standards, and internal controls are required.

Skills

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

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
Cooperative values
Digital solutions
Business development
Fraud
Compliance
Risk management
Customer experience
Technological tools
Financial empowerment
Transaction support
Security measures
Legal framework
Internal controls

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