Advisory Agent, Member and Client Experience

4 days ago

Mascouche, Quebec, Canada Desjardins Full time $60,000 - $80,000 per year

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

Many opportunities are currently available in the Lanaudière region.

As a member and client experience advisory, 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.

What you bring to the table

Regardless of your experience or education, if you've always wanted to work in the financial services industry, send us your application.Our recruiters will contact you to find the job best suited to your career goals.

The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Curious about this prefession? Click here

#LI-Onsite

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)

  • Member, client services agent

    2 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time $60,000 - $90,000 per year

    As a member, client service agent, securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary...

  • Financial Services Agent, Clientele

    3 days ago

    Mascouche, Quebec, Canada Desjardins Full time $50,000 - $80,000 per year

    The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to:Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to...

  • Client service representative, 20h/weekly

    6 days ago

    Mascouche, Quebec, Canada CIBC Full time $40,000 - $80,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Wealth Management Senior Advisor

    5 days ago

    Mascouche, Quebec, Canada Desjardins Full time $80,000 - $120,000 per year

    As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their...

  • Account Manager

    6 days ago

    Mascouche, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed primarily of small organizations operating in the commercial sector with a view to promoting and selling products and services in order to grow the centre's business. He or she uses his/her technical business knowledge and...

  • Manager

    6 days ago

    Mascouche, Quebec, Canada Desjardins Full time

    Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized services to the sector. You are responsible for administrating your group's service offer, developing and implementing its business plan, and overseeing...

  • Business centre careers

    3 days ago

    Mascouche, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    As a financial services professional, 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 customer service and high-quality financial solutions tailored to their needs.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting...

  • Consulting Analyst, Financing

    4 days ago

    Mascouche, Quebec, Canada Desjardins Full time $80,000 - $120,000 per year

    As financing analyst, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non-retail client segment of high complexity, formulate recommendations and draw up financial packages. You serve as a resource person for financing files. You work closely with...

  • Financing Analyst, Farm and Agri-Food Market

    2 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time $90,000 - $120,000 per year

    As a financing analyst, farm and agri-food market at Desjardins Entreprises - Lanaudière, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non-retail client segment of high complexity, formulate recommendations and draw up financial packages. You...

  • Insurance Advisor, Home and Auto

    2 days ago

    Mascouche, Quebec, Canada RBC Insurance Full time $60,000 - $80,000 per year

    Job DescriptionWhat is the opportunity?We are currently recruiting for a January 2026 start date.Apply now to increase your chances of being selected.The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work.We will provide you with the tools, training and...