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Added 10 mins ago
TS
Telco Analyst
The Salvation Army in Canada
Toronto, ON · Greater Toronto Area, Canada
- Contract
…needs and live out our mission, vision and values of hope, service,…
Added 10 mins ago
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- $25 CAD / hour
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- Full-time
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…critical thinking, decision-making, conflict resolution, and customer service skills, is a strong collaborator, has the ability…
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We are seeking an experienced Senior Project Manager to lead complex, customer-facing projects involving medium- and high-voltage equipment, rotating machinery, drive systems, power…
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Software Engineer (4) - Premium Senior Engineer
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…and maintaining software applications and products to meet customer needs. They are involved in the entire software development lifecycle including designing software architecture, writing…
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Telco Analyst
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Toronto, ON
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Motor Coach Operator
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Added 10 mins ago
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Installation Manager
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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 10, 2026
Posting language: English
Posted: Nov 9, 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

2026-12-9

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 managing transactions, identifying business opportunities, and assisting clients with security or fraud-related issues.

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
Relationship management
Digital solutions
Fraud assistance
Compliance
Risk management
Transaction processing
Communication
Tech savvy
Situational adaptability
Problem solving

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
Digital solutions
Account opening
Business development
Fraud prevention
Compliance
Risk management
Customer experience
Financial empowerment
Technological tools
Banking
Client relations
Transaction processing
Security standards

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