Advisory Agent, Member and Client Experience

Desjardins; Alfred and Plantagenet; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary and bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins Ontario Credit Union is seeking an Advisory Agent, Member and Client Experience for a 14-month, full-time on-site position. You will help members and clients with their banking transactions, promote Desjardins products, and provide personalized solutions.

You’ll identify business opportunities, refer to colleagues, and stay informed about security and compliance. The role emphasizes digital tools and fraud prevention, with a strong customer-service focus.

Qualifications

• Minimum one year of relevant experience.
• Knowledge of Desjardins products and services preferred.
• Ability to enter data in the systems.
• Understanding of security measures and internal controls.
• Adhere to compliance, security and risk management rules.

Responsibilities

• Support members and clients by explaining tools and applications for transactions.
• Contribute to business development and maintain relationships through service delivery.
• Assist members who have encountered fraud or irregularities and refer to partners.
• Stay updated on standards, products and services in the field.
• Adhere to compliance, security and risk management rules.

Skills

Customer focus

Effective communication

Tech savvy

Nimble learning

Situational adaptability

Team oriented

Education

High school diploma or related field

Tools

Data entry systems

Job description

Temporary 14 month position.

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

As an Advisory Agent, Member and Client Experience at Desjardins Ontario Credit Union, 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.

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What you bring to the table

• High school diplomas 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 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
• 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

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

2026-10-15