Advisor, Member/client sales and service

Location: Montréal

This posting is intended primarily for unionized employees covered by the TUAC accreditation.

As a member/client service advisor – sales, you help maintain business relationships with members and clients. You investigate fraud cases of a special, unusual and risky nature for the organization and take the necessary actions. You analyze various information and communicate with customers or different external stakeholders in the course of the investigation. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Analyze and investigate particular, unusual and risky cases for the organization. Take the necessary actions to avoid monetary losses

Advise members and customers who are victims of fraud on how to avoid potential monetary losses

Establish an advisory relationship by identifying current and potential needs and supporting client retention

Collect, compile and analyze data. Prepare reports and recommendations

Help identify your unit’s operational risks and opportunities

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

College diploma 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

Knowledge of French is required

Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Available to work Monday through Friday from 8:00 a.m. to 6:00 p.m

Action oriented, Ambiguity, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-27