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Posted 11 days ago

Advisory Agent, Member and Client Experience

@ Desjardins

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Montréal, Quebec

On-siteFull-time
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SIGNALS

Overview

Desjardins is hiring a full-time, on-site Advisory Agent for Member and Client Experience in Montreal. The role advises members on banking transactions, promotes Desjardins products and services, and helps members use digital tools safely. The posting offers a competitive salary, an annual bonus, a defined benefit pension plan and group insurance.

Responsibilities:

  • Advise members on banking transactions
  • Promote Desjardins products and services
  • Support members in using digital tools safely
  • Assist members affected by fraud or irregularities
  • Contribute to business development

Requirements summary:

  • Member and client service experience
  • Ability to promote financial products
  • Comfort with digital tools

Tools & skills

Sales

Benefits mentioned

Retirement planPaid time off
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-10-26
First seen by our source
2026-10-10
Source record updated
2026-11-03

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

Job details

DepartmentCustomer service
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
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.

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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.

View all jobs Website

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 Jobsy124
LinkedInView page
Job description

The work mode arrangement for the position is full-time on site.


📣Many opportunities are currently available in the Montreal area.


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 services. You are also an ambassador for digital solutions, helping members to use technological tools safely. 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, and ensure that they are referred to the appropriate partners.

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.

#LI-Onsite


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!

Job Family

Member/client sales and service (FG)

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