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Added 4 mins ago
EC
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Desjardins

Advisory Agent, Member and Client Experience

Ottawa, ON, Canada
Caisse Desjardins Ontario_Rideau-Sussex (MT), Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

Temporary 12-month position.

The work mode arrangement for the position is full-time on site.

As a member and client experience advisory agent at Desjardins Ontario Credit Union, 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.

#LI-Onsite, #ON03

What you bring to the table

High school diplomas in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients
Knowledge of all convenience services products and services
Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
Knowledge to enter data in the systems
Knowledge of security measures, legal frameworks and internal controls
Knowledge 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

2026-11-16

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members while promoting digital tools and services. They also contribute to business development and assist clients with security issues such as fraud or irregularities.

Requirements

Candidates must have a high school diploma in a related field and at least one year of relevant experience. Strong communication skills in both English and French are required to interact with diverse clients and partners.

Skills

Customer service
Financial advisory
Business development
Digital solutions
Fraud detection
Compliance
Risk management
Communication
Tech savvy
Situational adaptability
Problem solving
Data entry
Financial transactions
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
Credit Union
Financial Services
Customer Experience
Digital Solutions
Fraud Prevention
Compliance
Risk Management
Business Development
Relationship Management
Data Entry
Financial Transactions
Security Measures
Cooperative Values
Telemedicine
Pension Plan
Customer Focus
Tech Savvy
Situational Adaptability
Communication Skills

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