Knowledge of security measures jobs

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 13, 2026

Open

Mont-Tremblant, Quebec, Canada
On-site
Full-time · Associate
2+ years

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 13, 2026

Open

Mont-Tremblant, Quebec, Canada
On-site
Full-time · Associate
2+ years

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 13, 2026

Open

Mont-Tremblant, Quebec, Canada
On-site
Full-time
2+ years

Apply with RefersoAI Apply on careers page

Support members and clients by providing advice and assistance on banking transactions, digital solutions, and financial empowerment, while ensuring compliance and customer satisfaction.

Compensation

Competitive salary and annual bonus

Responsibilities

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.

Requirements

High school diploma in a related field

Skills

Knowledge of French Knowledge of Desjardins products and services Ability to enter data in the systems Knowledge of security measures, legal frameworks and internal controls

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Sudbury, Ontario, Canada
On-site
Full-time · Entry
1+ years

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Helping members and clients have a better experience by providing financial empowerment, supporting banking transactions, and promoting digital solutions and cooperative values.

Compensation

Competitive salary and annual bonus

Responsibilities

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 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

Requirements

High school diploma in a related field
Nice to have: Knowledge of convenience services products and services
Nice to have: Knowledge of Desjardins products and services
Nice to have: Knowledge of financial services cooperatives

Skills

French (oral and written)English (oral and written)Data entry

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Ottawa, Ontario, Canada
On-site
Full-time · Entry
1+ years

Apply with RefersoAI Apply on careers page

Support and provide advice to members and clients about banking transactions, promote banking products and services, and assist with financial empowerment and digital solutions.

Compensation

Competitive salary and annual bonus

Responsibilities

Support members and clients by telling them about technological tools and applications that 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 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

Requirements

High school diplomas in a related field

Skills

French (oral and written)English (oral and written)Knowledge of convenience services products and services Knowledge of banking products and services

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Ottawa, Ontario, Canada
On-site
Full-time
1+ years

Apply with RefersoAI Apply on careers page

Member and client experience advisory agent at Desjardins Ontario Credit Union, providing support, advice, and digital solutions to members and clients.

Compensation

Competitive salary and annual bonus

Responsibilities

Support members and clients by explaining technological tools and applications for transactions
Contribute to business development and maintain relationships through service delivery
Assist members and clients with fraud or irregularities and refer them to appropriate partners
Stay updated on latest standards, products and services
Adhere to compliance, security and risk management rules

Requirements

High school diploma in a related field

Skills

Knowledge of Desjardins products and services Knowledge of convenience services products and services Knowledge of security measures, legal frameworks and internal controls Knowledge of operating procedures related to convenience products and services

Advisory Agent , Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Laval, Quebec, Canada
On-site
Full-time · Entry
2+ years

Apply with RefersoAI Apply on careers page

Providing advice and support to members and clients regarding banking transactions, financial empowerment, and digital solutions while promoting cooperative values.

Compensation

Competitive salary and annual bonus

Responsibilities

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.

Requirements

High school diploma in a related field
Nice to have: Action oriented
Nice to have: Communicates effectively
Nice to have: Customer Focus
Nice to have: Nimble learning

Skills

Knowledge of French Knowledge of convenience services products and services Knowledge of Desjardins products and services

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Sudbury, Montana
On-site
Full-time
1+ years

Apply with RefersoAI Apply on careers page

Member and client experience advisory agent at Sudbury South Branch – Desjardins, providing support, advice, and digital solutions to members and clients.

Compensation

Competitive salary and annual bonus

Responsibilities

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

Requirements

High school diploma in a related field

Skills

Knowledge of convenience services products and services Knowledge of Desjardins products and services for caisse members Knowledge of Desjardins Business centres and distribution networks Knowledge of competitor products and services

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Ottawa, Ontario, Canada
On-site
Full-time · Entry
1+ years

Apply with RefersoAI Apply on careers page

Support members and clients by providing advice on banking transactions, promoting products, and advising on digital solutions while ensuring cooperative values.

Compensation

Competitive salary and annual bonus

Responsibilities

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

Requirements

High school diplomas in a related field

Skills

French (oral and written)English (oral and written)Knowledge of convenience services products and services Knowledge of Desjardins products and services

Advisory Agent, Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Ottawa, Ontario, Canada
On-site
Full-time
1+ years

Apply with RefersoAI Apply on careers page

Support members and clients by providing advice and assistance on banking transactions and digital solutions, ensuring a positive experience and compliance with security and risk management rules.

Compensation

Competitive salary and annual bonus

Responsibilities

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

Requirements

High school diploma

Skills

Knowledge of technological tools and applications Knowledge of Desjardins products and services Knowledge of convenience services products and services

Advisory Agent , Member and Client Experience

Desjardins · Posted Nov 6, 2026

Open

Laval, Quebec, Canada
On-site
2+ years

Apply with RefersoAI Apply on careers page

Provide member and client experience advisory services, promoting Desjardins products and digital solutions, ensuring satisfaction and compliance.

Compensation

Competitive salary and annual bonus

Responsibilities

Support members and clients with technological tools and applications
Contribute to business development and maintain relationships
Assist members and clients with fraud or irregularities
Stay updated on standards, products and services
Adhere to compliance, security and risk management rules

Requirements

High school diploma in a related field

Skills

Knowledge of French Knowledge of Desjardins products and services Ability to enter data in systems Knowledge of security measures, legal frameworks and internal controls Understanding of financial services cooperative philosophy

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