Apply now

Posted yesterday

Advisor, Member/client sales and service

@ Federation Caisses Desjardins

Montréal, Quebec

Full-time1+ years experience
Apply now
SIGNALS

Overview

Federation Caisses Desjardins is hiring a full-time member/client service advisor, sales, to maintain member relationships, detect and prevent fraud, and advise customers. The role requires a college diploma, at least one year of relevant experience, and both French and advanced English. The posting offers a competitive salary, annual bonus, four weeks of flexible vacation, a defined benefit pension and group insurance.

Responsibilities:

  • Analyser les transactions suspectes et prendre les mesures nécessaires
  • Conseiller les membres victimes de fraude
  • Établir une relation de conseil et soutenir la rétention
  • Colliger, analyser des données et préparer des rapports
  • Identifier les risques opérationnels de l'unité

Requirements summary:

  • Diplôme collégial dans un domaine connexe
  • Minimum d'un an d'expérience pertinente
  • Connaissance du français requise
  • Anglais avancé requis
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-11-05
First seen by our source
2026-11-06
Source record updated
2026-11-06

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentCustomer service
Experience1+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesFrench, English
EducationCollege diploma (required)
Perks mentionedGenerous paid time off, Flexible hours, Retirement plan, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

Federation Caisses Desjardins

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.

LinkedIn followers
379,882
People associated on LinkedIn
43,673
Reported office locations
  • 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
  • 11 King St W, Toronto, ON M5H 4C7, CA
  • 110 9 Ave SW, Calgary, AB T2P 0T1, CA
  • 1 Complexe Desjardins, Montreal, QC H2X, CA
Business categories
  • Banking
  • InsurTech
  • Insurance
  • Financial Services
Other recorded names
  • Desjardins
Specialties
  • Services financiers
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…

FieldValue
IndustryBanking
Company size10,001+ employees
HeadquartersLévis, Québec
Organization typePrivately Held
SpecialtiesServices financiers
Open jobs on Jobsy173
LinkedInView page
Job description

As a member/client service advisor, Sales, you help maintain business relationships with members and clients. You carry out the necessary actions to help prevent different types of fraud and minimize financial losses. You analyze various information and communicate with customers to verify the validity and the nature of the transactions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Analyze and interpret the type and nature of suspicious transactions and take the necessary actions to avoid monetary losses.

  • Advise members and customers who are victims of fraud on how to avoid potential monetary losses.

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention.

  • Collect, compile and analyze data. Prepare reports and recommendations.

  • Help identify your unit’s operational risks and opportunities for improvement.

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 one year of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Communicates effectively, Complexity, 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)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-16

Similar jobs

  • Advisor, Process Integration

    Montréal, QC
    HybridFull Time

    Federation Caisses Desjardins

    4+ YOEFederation Caisses Desjardins needs candidates with a bachelor's degree in a related field and at least four years of relevant experience, though other combinations of qualifications and experience may be considered. Knowledge of French is required.

    Advisor, Operational risks

    Montréal, QC +1
    HybridFull Time

    Federation Caisses Desjardins

    8+ YOECandidates need a bachelor's degree in a related field and at least eight years of relevant experience, though other combinations may be considered. Strong business insight, effective communication and interpersonal skills are essential, and knowledge of French is required.

    Senior Advisor, Marketing

    Montréal, QC +1
    HybridFull Time

    Federation Caisses Desjardins

    6+ YOECandidates need a bachelor's degree in a related field and at least six years of relevant experience, though other combinations of qualifications and experience may be considered. French is required and intermediate-advanced English is needed for work with English-speaking partners.

    Senior Advisor, Operational efficiency

    Montréal, QC
    HybridFull Time

    Federation Caisses Desjardins

    6+ YOECandidates need a bachelor's degree in a related field and at least six years of relevant experience, though other combinations may be considered. Knowledge of French is required, along with strong interpersonal skills and a strategic mindset.

    Senior Advisor, Business strategies

    Lévis, QC +1
    HybridFull Time

    Federation Caisses Desjardins

    6+ YOECandidates need a bachelor's degree in a related field and at least six years of relevant experience, though other combinations of qualifications and experience may be considered. Knowledge of French is required, along with strong interpersonal skills, business insight and a strategic mindset.

  • Advisor, Digital Investing, BMO SmartFolio

    Quebec +9
    RemoteFull Time

    Bank of Montreal

    4+ YOECandidates need four years of relevant industry experience or a post-secondary degree or diploma, plus completed IR licensing core courses (CSC, CPH or CIRE). They should know common wealth management strategies and have strong communication, listening and time management skills, with French and English preferred.

  • Senior Advisor, Operational efficiency

    Montréal, QC +1
    HybridFull Time

    Desjardins Technology Group

    6+ YOECandidates need a bachelor's degree in a related field and at least six years of relevant experience, though other combinations may be considered. They also need strong French communication skills and intermediate-to-advanced English.

    Senior Advisor, Operational efficiency

    Montréal, QC +1
    HybridFull Time

    Desjardins Technology Group

    6+ YOECandidates need a bachelor's degree in a related field and at least six years of relevant experience, though other combinations may be considered. Strong French communication and intermediate-to-advanced English are required, along with strong interpersonal skills.

Locations & environments

Locations

All of CanadaRemote · Hybrid · On-site · Field

Pro tip: add remote jobs to widen your search.

Exclude locations

Workplace type

Company jobs in these results

These are this company’s jobs loaded in your current search. The company may have more openings.