Jobs in Canada

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Added 12 mins ago
UO
Lead Research Advisor, Grant Development Services
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Added 12 mins ago
UO
Lead Research Advisor, Grant Development Services
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Added 12 mins ago
BT
Financial Analyst, FP&A
Bumper To Bumper Auto Parts
Boucherville, QC
- Full-time
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Senior Performance Analyst (12-Month Contract)
OLG
Sault Ste. Marie, ON · Toronto, ON · Foster Drive Office
- Full-time
…performance, customer behavior, Lottery strategy, and evolving business priorities Explore large, loosely structured datasets to identify trends, develop measurement frameworks, and uncover…
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Medical Travel Supervisor
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Diploma in business administration or related field;
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UO
Senior Program Assistant, Year 1
University of British Columbia
Vancouver, BC · UBCV | Life Sciences Centre (LSC)
- $5,027 to $5,413 CAD / month
- Full-time
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Paralegal - Commercial Property
BOYNECLARKE
Dartmouth, NS
- Full-time
…offer legal services ranging from personal matters to complex business transactions, providing the expertise and systems of a large law firm while keeping the personal touch of a smaller…
Added 12 mins ago
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Paralegal - Corporate Services
BOYNECLARKE
Dartmouth, NS
- Full-time
…offer legal services ranging from personal matters to complex business transactions, providing the expertise and systems of a large law firm while keeping the personal touch of a smaller…
Added 12 mins ago
T
Software Engineer III - Salesforce Data 360
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Foire TAD du Cégep Limoilou- November 18th 2026 - Future Opportunities - Customer Experience Associate
TD
Quebec, QC · Ste.-Foy, QC
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Contact Center Rep II- Bilingual English/ French
TD
Markham, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Senior Law Clerk, Board Governance
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Personal Banking Associate
TD
Ottawa, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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NC
Communications Specialist
NAV CANADA
Ottawa, ON
- Full-time
This position is a hybrid position with a minimum 3 days per week on site
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Senior Program Manager
Telesat
Ottawa, ON
- Full-time
…technical delivery with contractual obligations, sourcing strategy, business objectives, and customer…
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Staff Systems Specialist – Synthetic Aperture Radar (SAR) Missions
Syntronic
Ottawa, ON
- Temporary
Provide technical guidance to senior leadership, business development teams, customers, and other stakeholders.
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Bilingual Customer Service Representative III - Technical
Moneris
Toronto, ON · Montreal, QC
- Full-time
…including experience, education, skills, certifications, and other business…
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Talent Acquisition Partner
Moneris
Toronto, ON
- Full-time
As the Talent Acquisition Partner supporting our Sales & Marketing business groups, you will play a critical role in identifying, attracting, and hiring exceptional talent that drives…
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Corp Account Manager - Mining
Brandt Group of Companies
Edmonton, AB
- Full-time
Must possess and maintain a valid passport and driver’s license
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Wealth Management Senior Advisor
Desjardins
Montreal, QC · Joliette, QC · Sorel-Tracy, QC · Baie-Comeau, QC · Repentigny, QC · Sept-Îles, QC · Saint-Hyacinthe, QC · Longueuil, QC · Saint-Georges, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
- Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
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Advisory Agent, Member and Client Experience
Desjardins
Mont-Tremblant, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Part-time
…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…
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Personal Finance Advisor
Desjardins
Montreal, QC · Joliette, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 12 mins ago
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Advisory Agent, Member and Client Experience
Desjardins
Montreal, QC · Caisse Desjardins des policiers et policières
- Full-time
…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…
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Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Charlesbourg
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 12 mins ago
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Citi Commercial Bank - Director, Mid-Corp Relationship Manager
Citi
Toronto, ON
- Full-time
Lead the execution of strategic commercial initiatives at business, market, and group levels, ensuring alignment with Citi's broader organisational objectives and global reach.

Desjardins

Advisory Agent, Member and Client Experience

Montreal, QC, Canada
Caisse Desjardins des policiers et policières, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Nov 13, 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 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 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

2026-11-27

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

Responsibilities

The advisory agent provides personalized financial advice and support to members and clients while promoting digital solutions and banking products. They also handle transaction processing, assist with fraud-related issues, and contribute to business development through proactive service delivery.

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 communication skills and a customer-focused mindset.

Skills

Customer service
Financial advisory
Banking transactions
Business development
Fraud assistance
Digital solutions
Technological support
Risk management
Compliance
Communication
Problem solving
Tech savvy
Customer focus
Situational adaptability

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

Banking
Financial Services
Customer Experience
Digital Solutions
Fraud Prevention
Business Development
Compliance
Risk Management
Financial Empowerment
Transaction Processing
Technological Tools
Member Relations
Client Advisory
Cooperative Values
Security Standards

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Work requirements

Jobs in Canada