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Added 1 min ago
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Project Manager
ALS
Saskatoon, SK · CAN - SK - Saskatoon
- Full-time
Experience with ALS business systems is an asset
Added 1 min ago
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Business Intelligence Analyst
Apotex
Toronto, ON · North York, ON
- $83,958 to $139,930 CAD / year
As a Business Intelligence Analyst, you will build and support Power BI reporting products and contribute to business-facing AI agents that improve everyday workflows. In this role you will…
Added 1 min ago
Senior DevOps & Python Platform Engineering Specialist
Capgemini
Montreal, QC
5+ years of experience supporting Linux and/or Windows systems, including troubleshooting, shell scripting, and automation.
Added 1 min ago
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Manager, Performance Marketing - Paid Search & Display
Capital One
Toronto, ON
- Full-time
…closely with other Performance Marketing experts, as well as our business analyst, data science, product, and technology groups to help grow our…
Added 1 min ago
PI
District Energy System Mechanical Team Lead
Pinchin in Canada
Abbotsford, BC · Burnaby, BC · Kelowna, BC · Victoria, BC
- Full-time
…delivery, and client engagement to grow our District Energy Systems practice. This role reports to Operations Manager, Mechanical Engineering and can be based at any major Pinchin Office…
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Resident Electrical EIT
AECOM
Burnaby, BC
- $75,000 to $90,000 CAD / year
- Full-time
Prepare detailed inspection reports, identifying any deficiencies or deteriorations in electrical systems and infrastructure.
Added 1 min ago
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Human Resources Business Partner
OSL Retail Services Inc
Mississauga, ON
- Other
The Human Resources Business Partner (HRBP) serves as a strategic advisor and key liaison between HR and assigned client group(s), driving HR initiatives that align with business…
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Leasing & Site Administrator
BGO Real Estate
Newmarket, ON
- Full-time
Administration: Manage application processing, leases, resident records, deposits, and other administrative tasks using Yardi and online systems.
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Senior Integration Developer
Klick
Toronto, ON
- Full-time
The Senior Integration Developer designs, develops, and maintains enterprise integration solutions that connect CRM platforms, cloud data warehouses, lakehouses, databases, and downstream…
Added 1 min ago
Technical Program Manager
Guesty
Canada
…transforming how the industry works - from guest experience to business…
Added 16 mins ago
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Technical Specialist - Mechanical
Thales
Victoria, BC
- Full-time
Location: Victoria - 905 Ellery, CanadaIn fast changing markets, customers worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to…
Added 16 mins ago
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Sr. Workforce Intelligence Analyst
McKesson
Mississauga, ON
- Full-time
Business Intelligence and AI-Enabled Self-Service
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Sr. Specialist, Coaching & Talent (Canada)
McKesson
Mississauga, ON · Montreal, QC
- Full-time
…employees seek assistance on HR matters. In collaboration with HR Business Partners and Centers of Excellence, Employee Care Coaching & Talent team members serve as trusted advisors to…
Added 16 mins ago
Owner/Operator Recruitment and Retention Specialist
Canada Cartage Group of Companies
Mississauga, ON
Manage full-cycle recruitment for owner-operators and drivers across the business.
Added 16 mins ago
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AI Product Owner
Jonas Software
Toronto, ON · Canada - Toronto - Ontario
- Full-time
Proven payments experience operating on, building or maintaining payment systems across Card and ACH rails, ideally for US payments. PayFac experience is not required.
Added 16 mins ago
General Manager - Fabrication
Salit Steel
Fort Erie, ON
…oversight for the Stelcrete Division and the Fort Erie Rebar business. Operating with an entrepreneurial mindset, the General Manager manages the business driving sustainable profitability,…
Added 16 mins ago
Indigenous Relations Specialist
Infrastructure Ontario
Toronto, ON
…recognized domestically and internationally for the way it does business and the success it has had with its major projects, real estate services, infrastructure lending, commercial…
Added 16 mins ago
Manager, Project Controls
North American Rail Solutions
Calgary, AB
The primary objective of this role is to develop, implement, and maintain the project controls systems, processes, and reporting frameworks required to deliver projects safely, on schedule,…
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Advisory Agent , Member and Client Experience
Desjardins
Levis, QC · Caisse Desjardins de Lévis
- Full-time
…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…
Added 16 mins ago
Field Service Representative - Power
Vertiv
Toronto, ON
Perform general and preventive maintenance on UPS systems
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Senior Software Development Engineer in Test
H&R Block Canada
Calgary, AB
- Full-time
Strong knowledge of software engineering, testing, debugging, and distributed systems.
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Director-PM Compliance
BMO
Toronto, ON · FCP
- Full-time
Maintain appropriate access to BPIC's records, systems, management and business information necessary to independently assess the effectiveness of the firm's compliance program.
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Recruitment and HRIS Coordinator
Sipekne'katik
Indian Brook, NS
- Full-time
…recruitment process, and helps improve HR workflows through systems…
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Graphic Designer
Wiraa
Canada
- Full-time
…who enjoys bringing ideas to life within established brand systems. A significant focus will be on supporting Advisor Marketing, partnering with Advisor Marketing Managers to create…
Added 16 mins ago
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Business Intelligence Analyst
Apotex Inc.
Toronto, ON · North York, ON
- $83,958 to $139,930 CAD / year
- Full-time
As a Business Intelligence Analyst, you will build and support Power BI reporting products and contribute to business-facing AI agents that improve everyday workflows. In this role you will…

Desjardins

Advisory Agent , Member and Client Experience

Levis, QC, Canada
Caisse Desjardins de Lévis, Canada

Full-time

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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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