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Added 45 mins ago
LC
Software Development Manager
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Lightspeed Financial Services is looking for a Software Development Manager in North America to grow and lead our technical team within the Financial Services organization.
Added 1 hour ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
This position is not cold sales. Success comes from owning the client experience, ensuring service quality, and acting as the trusted point of contact between clients, service partners, and…
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with…
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with…
Added 1 hour ago
Engineering Lead
PERI
Calgary, AB
The main purpose of PERI’s Engineering Lead (ENGL) position is to support the structural analysis and design of formwork, shoring, and scaffolding solutions across a wide range of projects.…
Added 2 hours ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
The Outside Sales Representative is responsible for driving revenue growth, expanding market share, and strengthening customer relationships across the North/Central Alberta territory. This…
Added 2 hours ago
BI
Technical Inside Sales Manager
Bray International, Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
The Technical Inside Sales Manager is the main point of contact for customer support within the inside sales department. This role supervises the inside sales and customer service teams for…
Added 2 hours ago
LD
TECH Specialist
London Drugs Limited
Prince George, BC
- $18.25 to $21.58 CAD / hour
- Other
The job of a London Drugs TECH Specialist is to provides sales assistance to our customers in all technical areas of the store including Computers, Audio Visual Equipment, Mobile Phones,…
Added 3 hours ago
U
Senior Accountant
UPTIME
Surrey, BC
- Internship
…AR, AP, accruals, fixed assets) and resolve discrepancies; Support WIP, job costing (cost coding) and revenue recognition, working with project managers to make sure costs and billings are…
Added 3 hours ago
FT
Assistant Manager, Calgary Crowfoot
Fountain Tire
Calgary, AB
- Other
Competitive salary: $60,000 to $72,800 per year + annual bonuses on the stores net sales
Added 3 hours ago
FT
Automotive Service Advisor
Fountain Tire
Thunder Bay, ON
- Other
Processing sales transactions and maintaining accurate customer records
Added 4 hours ago
J
Personal Lines Account Manager
JobsMedia.io
Scugog, ON
- Full-time
Team Support & Growth: Support colleagues and provide backup for other team members as needed; participate in process improvements, team initiatives, and workplace activities.
Added 4 hours ago
J
Personal Lines Account Manager
JobsMedia.io
Toronto, ON
- Internship
…service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through…
Added 4 hours ago
J
Mid-Market Account Manager
JobsMedia.io
Montreal, QC
- Full-time
Technical Skills: AMF certification for commercial insurance, knowledge of property insurance policies. Civil liability and cyber insurance are strong assets.
Added 4 hours ago
VE
Technician – Technical Support and After-Sales Service
Volts Energies
Laval, QC
- Full-time
We are looking for a Technical Support Technician to provide customer assistance, track service cases, and coordinate warranties.
Added 6 hours ago
S
Scrum Master-Global Payments Engineering
Scotiabank
Toronto, ON
- Full-time
…which aim to offer enriched information and transparencies to support the rapidly evolving payments…
Added 6 hours ago
EL
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - PT Seasonal - Richmond, BC
Estée Lauder Companies
Richmond, BC
- Full-time
As one of our highly skilled freelance sales associates (that provides either make-up application; skin care advice, hair or fragrance consultations) you will combine your creative and…
Added 6 hours ago
Q
FY27 Intern - Digital Design Engineering Intern - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…continuous learning. Our programs provide real-world experience, technical skills, and professional development opportunities, empowering you to make a meaningful impact and achieve your…
Added 6 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Peterborough, ON
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 6 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · Capilano Thrift Store
- Full-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 6 hours ago
C
Client Engagement Associate [Hourly]
CIBC
Treherne, MB
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 6 hours ago
CC
Assistant Store Manager
Canna Cabana
Regina, SK · Coronation Park, Regina, SK
- Full-time
Completion of high school and College/CEGEP/vocational or technical training required
Added 6 hours ago
IG
Customer Service Representative
IPEX Group
Canada
- Full-time
Respond to inquiries regarding the status of customer orders, price, delivery, or technical support
Added 6 hours ago
A
Customer Service Representative
Aliaxis
Canada
- Full-time
Respond to inquiries regarding the status of customer orders, price, delivery, or technical support
Added 7 hours ago
NA
Security & Technology Services Manager
New Age Group
Concord, ON
- Full-time
The Security & Technology Services Manager is the senior technical leader responsible for the development, delivery, support, programming, integration, cybersecurity, managed technology…

Desjardins

Advisory Agent, Member and Client Experience

Deschaillons-sur-Saint-Laurent, QC, Canada

Part-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Part-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 6, 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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 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. Monitor and process transactions required to settle their cases
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 three years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Available to work daytime hours, Monday through Friday, including one evening per week
Available to travel to all service centres of the Caisse located in Deschaillons-sur-Saint-Laurent, Fortierville, and Bécancour (Gentilly)

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

2026-11-20

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial support and advice to members and clients while promoting digital solutions and cooperative values. They are responsible for business development, managing financial transactions, and assisting clients with fraud or security-related issues.

Requirements

Candidates must possess a high school diploma in a related field and at least three years of relevant experience. Proficiency in French is required, along with the availability to work daytime hours and travel between specific service centers.

Skills

Customer service
Financial advisory
Business development
Relationship management
Fraud prevention
Compliance
Risk management
Digital solutions
Technical support
Transaction processing
Communication
Adaptability
Tech savvy

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial products
Member experience
Client experience
Business development
Fraud
Compliance
Risk management
Digital solutions
Technological tools
Financial transactions
Customer focus
Action oriented
Situational adaptability
Tech savvy
Banking
Financial services

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