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Agent, Financial Services
Desjardins
Remote, Canada
Full-time · Remote
As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent…
Financial Services Agent
Desjardins
Remote, Canada
Full-time · Remote
As a financial professional, you’ll play a key role, listening attentively to our members and clients to help optimize their financial wellbeing 💼. You’ll provide exceptional client…
Wealth Management & Insurance Planning Specialist
HUB International
Remote, Canada
Full-time · Remote
Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management,…
Delivery Lead
Datatonic
Remote, Canada
$120,000 to $140,000 CAD / year
Full-time · Remote
Become an expert in one of Datatonic’s core verticals: Telecommunications, Agency, Media & Entertainment, and Financial Services & Insurance
Added 2 hours ago
Team Lead, Customer Care
ZayZoon
Remote, Canada
$85,000 CAD / year
Full-time · Remote
We offer a variety of financial wellness services, like earned wage access, that allows employees to access their earned wages ahead of payday. With 74% of ZayZoon customers reporting…
Technical Lead, Full-Stack & AI Platforms (Canada-only)
Aequilibrium Software Inc.
Remote, Canada
$130,000 to $160,000 CAD / year
Full-time · Remote
Evaluate and integrate LLMs, AI services, and agent-based workflows
AI Product Manager I
Textlayer
Remote, Canada
$200,000 to $240,000 CAD / year
Full-time · Remote
We're a small remote team, building production-grade AI systems for PE-backed portfolio companies in compliance, financial services, FP&A, and logistics. Our methodology runs from Align →…
Engineering Manager & Product Lead, Float Intelligence
Float
Remote, Canada
Full-time · Remote
Float is Canada’s intelligent financial operating system, combining modern financial services and software to help businesses spend, save, and grow. Trusted by more than 10,000 Canadian…
Staff AI/ML Engineer
Burq, Inc.
Remote, Canada
Full-time · Remote
…ground the product in data instead of guesswork, exposed as services the agent layer can…
Senior Software Engineer - Applied AI
Feathery
Remote, Canada
$120,000 to $170,000 CAD / year
Full-time · Remote
Financial services or regulated industry experience
Wealth Management & Insurance Planning Specialist
HUB International
Remote, Canada
Full-time · Remote
Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management.…
Advisory Agent, Member and Client Experience
Desjardins
Remote, Canada
Part-time · Remote
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,…
Senior Developer, ServiceNow CSM - EN 395
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Senior Developer, ServiceNow CSM - EN 395
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Senior Developer, ServiceNow CSM - EN 395
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Senior Developer, ServiceNow CSM - EN 395
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Advisory Agent, Member and Client Experience
Desjardins
Remote, Canada
Full-time · Remote
As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and…
Advisy Agent, Member and Client Experience
Desjardins
Remote, Canada
Full-time · Remote
As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and…
Advisory Agent, Member and Client Experience
Desjardins
Remote, Canada
Full-time · Remote
As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and…
Senior AI Developer
Hinge Health
Remote, Canada
$136,800 to $205,200 CAD / year
Full-time · Remote
…the cloud infrastructure, deployment systems, and supporting services that power our next generation of multi-modal models and reasoning…
CCaaS Tech Lead
Accenture
Remote, Canada
Full-time · Remote
…by transforming organizations through standout products and services; by building and delivering award-winning campaigns so brands can engage and communicate creatively with customers at…
Advisory Agent, Member and Client Experience
Desjardins
Remote, Canada
Full-time · Remote
As an advisory agent, member and client experience , you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and…
AI Research Scientist
Raydar
Remote, Canada
Full-time · Remote
Our client is a nine-person AI infrastructure startup building the systems that make autonomous agents reliable in production. Founded in 2024, the company turns agent failures, traces,…
Principal Solutions Architect, Professional Services (West Coast Preferred)
Docker
Remote, Canada
Full-time · Remote
Docker is launching a Professional Services organization to accelerate customer success, reduce time-to-value, and drive enterprise adoption for agentic workloads. As a Principal Solution…
Senior Business Systems Analyst, ServiceNow CSM - EN 125
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…

Desjardins

Advisory Agent, Member and Client Experience

Remote, Canada

Job type: Part-time
Workplace: Remote
Apply by: Sep 30, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

Jump to the original description

Responsibilities

Provide personalized financial advice and support to members and clients while promoting Desjardins products and digital solutions. Ensure smooth financial transactions and refer clients to specialized colleagues for complex business opportunities.

Requirements

Requires a college diploma in a related field and at least two years of relevant experience. Proficiency in French and knowledge of financial cooperative fundamentals and security measures are essential.

Experience

2 to 5 years

Education

associate degree

Working hours

40 hours per week

Skills

Customer Focus
Effective Communication
Digital Solutions Advisory
Financial Transactions
Business Development
Fraud Assistance
Risk Management
Compliance
Data Entry
Situational Adaptability
Nimble Learning
Tech Savvy
Action Oriented
French Language
Personalized Financial Solutions

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expenses Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Cooperative Values
Banking Transactions
Digital Solutions
Fraud Prevention
Risk Management
Compliance
Customer Experience
Business Development
Financial Empowerment
Caisse Members
Internal Controls
Legal Frameworks
Service Standards
Desjardins

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 about technological tools and applications 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, and ensure that they are referred to the appropriate partners.
Stay on top of the latest standards, products and services in your field.
Adhere to compliance, security and risk management rules.

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

College diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Knowledge of all convenience services products and services
Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
Ability to enter data in the systems
Knowledge of security measures, legal frameworks and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-30

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