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Added 9 mins ago
CG
Associate, Retail Syndication
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 9 mins ago
Operations & Administrative Coordinator
Okanagan College
Kelowna, BC
…long-term plans. The OPS tracks the portfolio budgets and provides financial analysis and recommendations to the Deans. This position coordinates instructional workload and contracts, and…
Added 9 mins ago
CC
Finance Manager
Context Creative
Toronto, ON
- Full-time
Maintain organized financial records and documentation.
Added 9 mins ago
B
Software Developer (New or Recent Graduate)
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 9 mins ago
B
Mortgage Specialist
BMO
Calgary, AB
- Full-time
Added 9 mins ago
B
Customer Service Representative
BMO
Timmins, ON
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 9 mins ago
B
Vice President, Investment Banking - Metals and Mining
BMO
Toronto, ON · Vancouver, BC · FCP
- Full-time
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Added 9 mins ago
B
Personal Banking Associate
BMO
Richmond, BC
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 9 mins ago
A-
Investigator, Special Investigation Unit
AMA - Alberta Motor Association
Edmonton, AB
- Full-time
Help identify opportunities to control claims costs and reduce the financial impact of insurance fraud.
Added 9 mins ago
M
Solution Architect, Technology Transformation
Manulife
Toronto, ON
- Full-time
Added 9 mins ago
WP
Accounts Payable & Payroll Clerk
Westerner Park
Red Deer, AB
- Full-time
…accounts payable, payroll, cash management, reconciliations, and financial…
Added 9 mins ago
D
Agent, Product administration
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Added 9 mins ago
IC
Senior Software Developer
Interac Corp.
Toronto, ON · Interac Corp. Head Office
- Full-time
As the backbone of Canada’s financial ecosystem, Interac facilitates over 20 million transactions daily, supported by trusted partnerships with government and financial institutions.…
Added 9 mins ago
HI
Staff Accountant
HUB International
Windsor, ON · Oakville, ON · Woodbridge, ON
- Full-time
The Staff Accountant will be part of the Canadian Divisional Controller team, with personnel in across Canada. The successful applicant will support the day-to-day finance functions in…
Added 9 mins ago
HI
Gestionnaire de portefeuille - Risques complexes
HUB International
Montreal, QC · Brossard, QC
- Full-time
Added 9 mins ago
B
Property Services Coordinator
BGIS
Laval, QC
- Full-time
Reviews daily, weekly, monthly financial reports to ensure accuracy of reporting.
Added 9 mins ago
AF
Program Specialist, Charitable Lotteries
Ascend FS
Toronto, ON
- Contract
Location: Downtown Toronto, Financial District
Added 9 mins ago
CL
Housing & leasing Coordinator
Campus Living Centres
London, ON
- Full-time
Added 9 mins ago
RO
FP&A Business Partner
Rubicon Organics™
Surrey, BC
- $113,800 to $142,300 CAD / year
- Full-time
…Cultivation, Operations, and Supply Chain, translating operational and financial data into clear insights and recommendations. The role strengthens planning, cost visibility, performance…
Added 9 mins ago
R&
Business Analyst - Renewable Energies
Robertson & Company Ltd.
Calgary, AB
- Full-time
…fast-paced, entrepreneurial environment and is looking for a strong financial analyst to support the evaluation, financing and commercial development of renewable energy…
Added 9 mins ago
WP
Accounts Payable & Payroll Clerk
Westerner Park
Red Deer, AB
- Full-time
…accounts payable, payroll, cash management, reconciliations, and financial…
Added 23 mins ago
Financial Services Supervisor & Systems Coordinator-C1433
City of London
London, ON
…account reconciliation and analysis; data entry and control; financial system updating, maintenance and development; Financial Statement preparation; supervision of related…
Added 23 mins ago
Senior Financial Analyst
CityofOttawa
Ottawa, ON
Reporting to the Manager of Financial Planning, the Senior Financial Analyst provides analytical resources to OPS including:
Added 23 mins ago
Customer Experience Associate - Chelmsford, ON (26.25 hours/week)
Scotiabank
ON · Chelmsford, ON
…customers first, and our priority is to help them achieve their financial…
Added 23 mins ago
Senior Manager, Executive Reporting & Advisory
Scotiabank
Toronto, ON
…management consulting, or senior leadership support. Banking or financial services experience is strongly…

Desjardins

Advisory Agent, Member and Client Experience

Rivière-Rouge, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-24

Apply About employer

More about this job

Responsibilities

You will support members and clients by providing financial advice, managing transactions, and promoting digital tools to enhance their experience. Additionally, you will contribute to business development and assist clients in resolving issues related to fraud or irregularities.

Requirements

The position requires a high school diploma in a related field and a minimum of three years of relevant experience. Candidates must also possess strong communication skills, customer focus, and technical proficiency.

Skills

Customer service
Financial advisory
Business development
Relationship management
Fraud assistance
Compliance
Risk management
Digital solutions
Financial transactions
Technical support
Communication
Problem solving
Adaptability
Tech savvy

Benefits

Competitive salary
Annual bonus
4 weeks of 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
Business development
Fraud
Compliance
Risk management
Digital solutions
Customer experience
Financial empowerment
Transaction processing
Technical support
Banking
Cooperative values
Client relations
Security standards

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