Advisory Agent, Member and Client Experience

Desjardins; Toronto; On-site; CAD 45,000 - 59,000; Full time

Benefits offered by this job

Annual bonus

Vacation 4 weeks

Defined benefit pension

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins Ontario Credit Union is seeking a member/client experience advisory agent for full-time on-site work in Toronto, Ontario. You will assist members and clients with accounts, transactions, and product information, delivering personalized solutions and promoting digital channels.

You will uphold compliance, security, and risk management standards while contributing to business development and responding to fraud cases. Bilingual English/French communication is required.

Qualifications

• High school diploma or equivalent.
• Minimum of two years relevant experience.
• Bilingual in French and English.
• Knowledge of Desjardins products and services.
• Knowledge of data integration and security procedures.
• Availability to work Thursday evenings.

Responsibilities

• Help members open accounts and perform transactions.
• Promote digital tools and multi-channel options.
• Identify opportunities and refer to specialists.
• Assist with fraud cases and monitor transactions.
• Stay current with standards, products and services.
• Uphold compliance and risk management standards.

Skills

French-English bilingual communication

Customer service

Digital literacy

Attention to detail

Education

High school diploma

Job description

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

Required

As a member and client experience advisory agent at the 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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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.

• 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. Monitor and process transactions required to settle their cases
• Stay on top of the latest standards, products and services in your field.
• Uphold compliance, security and risk management standards

What we offer

• Competitive salary and annual bonus
• Salary range : $45 497 to $58 880 per year
• 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

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients
• Knowledge of all counter and convenience products and services
• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
• Knowledge of integrating data into systems
• Knowledge of security measures, legal framework and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and transactions
• Knowledge of service standards
• Availability to work Thursday evenings

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

2026-08-31

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This position is actually vacant.

Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.