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Added 10 mins ago
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Senior Technical Consultant, Environmental Scientist
Worley
AB · Edmonton, AB
- Full-time
Play an integral role in Worley Consulting’s Environmental & Sustainability (E&S) practice, where technical expertise, environmental stewardship, and innovative problem-solving help clients…
Added 10 mins ago
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Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON
- Full-time
…with senior engineers and domain experts to tackle complex technical challenges, optimize system-level workflows, and build resilient solutions for next-generation platforms. Apply your…
Added 10 mins ago
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Senior Workday Functional Specialist
Fanshawe College
London, ON
- Full-time
…Functional Specialist - HCM provides specialized functional and technical expertise in the support, configuration, maintenance, and continuous improvement of the Workday HCM platform, with…
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Vice-président.e, Stratégie commerciale - CRO
Excelpro
Trois-Rivières, QC
- Full-time
Added 10 mins ago
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Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON · Kanata, ON
- Full-time
…with senior engineers and domain experts to tackle complex technical challenges, optimize system-level workflows, and build resilient solutions for next-generation platforms. Apply your…
Added 10 mins ago
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Spécialiste mise en route / Commissioning Specialist
Veolia | North America
Montreal, QC
- Full-time
La personne titulaire du poste est responsable de la mise en route, de la mise en service et du dépannage de systèmes de traitement de l’eau potable, des eaux usées et des eaux de procédé,…
Added 10 mins ago
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CONSEILLER.ÈRE À LA VENTE-EN
La Vie En Rose
Brossard, QC
- Part-time
You listen to customers’ needs to provide exceptional customer service;
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QA Commercialization Supervisor
Mérieux NutriSciences - North America
Mississauga, ON
- Contract
…consistently collect feedback about the overall satisfaction of the technical support provided by QA and the improvement of the perceived quality of products received, including but not…
Added 10 mins ago
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Analyste de Recherche/Research Analyst, Channel Performance
Ipsos in Canada
Montreal, QC
- Full-time
…professionnel continu et, ultimement, à offrir le meilleur service possible à nos…
Added 10 mins ago
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Associate, Portfolio Analytics
BMO Insurance
Toronto, ON
- Full-time
This is a hands‑on, technical role designed for candidates with strong quantitative and programming skills who want direct exposure to front‑office investment process.
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Application Engineer
Atlas Copco Group
Montreal, QC
- Full-time
The Application Engineer plays a key technical expert role in the early stage of the sales process of compressed air installations, product customizations as well as complete engineered…
Added 10 mins ago
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TEMPORARY BUILDING OPERATOR
BC General Employees' Union (BCGEU)
Burnaby, BC
- Full-time
…buildings are safe, well maintained, and operating effectively to service our membership. The BCGEU operates 13 buildings across British Columbia. The Building Operator checks in with the…
Added 10 mins ago
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Application Engineer
Atlas Copco Group
Toronto, ON
- Full-time
The Application Engineer plays a key technical expert role in the early stage of the sales process of compressed air installations, product customizations as well as complete engineered…
Added 10 mins ago
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Technical Trainer
Husky Technologies
Bolton, ON
- Full-time
…on-site. This may involve coordinating communication between Service Managers, Area Managers, the Call Center, Parts Distribution and the…
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ASSISTANT MANAGER-EN
La Vie En Rose
Winnipeg, MB
- Full-time
…runs smoothly and that your team provides the best possible customer service. When you’re working as acting manager, your tasks will include meeting overall goals, maintaining our corporate…
Added 10 mins ago
HT
Proactive Monitoring Spec.
Husky Technologies
Bolton, ON
- Full-time
Working with the Territory Technical Support team, the Monitoring Center Subject Matter Expert is in charge of monitoring customer’s equipment which is under the Advantage + Elite contract…
Added 10 mins ago
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Director, Global Markets, Corporate Banking - Commodities
BMO Capital Markets
Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 10 mins ago
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Admin Assistant / Front Desk Coordinator (Full-Time)
Open Door Media CA
Kingston, ON
- $22 to $23 CAD / hour
- Full-time
We serve residential, commercial, and industrial customers throughout the Kingston region and pride ourselves on delivering reliable solutions and exceptional customer service.
Added 10 mins ago
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ASSISTANT MANAGER-EN
La Vie En Rose
Pointe-Claire, QC
- Full-time
…runs smoothly and that your team provides the best possible customer service. When you’re working as acting manager, your tasks will include meeting overall goals, maintaining our corporate…
Added 10 mins ago
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Administrative Assistant
Veolia | North America
AB · Edmonton, AB
- Full-time
As a customer-facing representative, you will handle inquiries, resolve escalations, and maintain consistent communication to ensure exceptional service delivery. Additionally, this role…
Added 11 mins ago
TA
Veterinary Warehouse & Customer Service Specialist
TELUS Agriculture & Consumer Goods
Lethbridge, AB
- Full-time
Customer service experience, particularly in professional or technical settings
Added 11 mins ago
Investment & Personal Banking Specialist - Beauport, QC - 37.5 hours/week
Scotiabank
Domaine-Beauport, QC · Beauport, QC
As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,…
Added 11 mins ago
Senior Customer Experience Associate - Sainte Catherine and Guy, Mtl, QC - 26.25 hours/week
Scotiabank
Montreal, QC
…Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey…
Added 11 mins ago
Customer Experience Associate - René-Lévesque & Robert-Bourassa, QC - 11.25 hours/week
Scotiabank
Montreal, QC
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
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Développeur.euse/ Developer NetSuite
LIDD Consultants Inc.
Remote, Canada
- Full-time
- Remote
Faciliter l'attribution et le suivi des tâches par application et par processus, selon les directives des accords de niveau de service (SLA), au besoin.

Desjardins

Advisory Agent, Member and Client Experience

Sainte-Anne-des-Monts, QC, Canada
Caisse populaire Desjardins de La Haute-Gaspésie, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 7, 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

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)

CAISSE DE LA HAUTE-GASPÉSIE (40035 / Conv_Col_00092) (2016-03-04 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-5

Apply About employer

More about this job

Responsibilities

The advisory agent provides personalized financial support, promotes digital tools, and assists members with transactions and fraud-related issues. They also contribute to business development by identifying opportunities and maintaining strong client relationships.

Requirements

Candidates must possess a high school diploma in a related field and a minimum of three years of relevant experience. Proficiency in French is required, along with strong customer service and technical skills.

Skills

Customer service
Financial advisory
Account management
Business development
Fraud prevention
Technical support
Risk management
Compliance
Digital solutions
Communication
Situational adaptability
Tech savvy
Problem solving
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

Financial products
Member experience
Client experience
Cooperative values
Digital solutions
Fraud
Compliance
Risk management
Business development
Technological tools
Financial transactions
Customer focus
Banking
Advisory services

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