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, secure 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

#ON04

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.

#J-18808-Ljbffr

📌 Advisory Agent, Member and Client Experience (Ontario)
🏢 Desjardins
📍 Ontario