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Added 8 mins ago
NF
Senior Internal Communications Specialist
Northbridge Financial Corporation
Toronto, ON
- Full-time
You’ll partner closely with stakeholders across the business – including IT, Cyber, People & Culture, and senior leaders – to deliver engaging, branded, intuitive content and digital…
Added 8 mins ago
T
Audit Manager II, Quality Assurance and Improvement Program- IT Audit (1094)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Manager, Actuarial - Financial Performance
TD
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Senior Contact Center Support Specialist (Amazon Connect)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Senior Specialized Finance Analyst
TD
Toronto, ON · Laval, QC
- Full-time
From a business perspective, SRSM Insurance Team supports the TD Insurance CFO. The team is responsible for specialized financial and regulatory reporting for the General Insurance and Life…
Added 8 mins ago
T
Senior IT Developer
TD
Mississauga, ON · Toronto, ON
- Full-time
Work with Business Analysts / Systems Analysts, other technology Developers / Solution Designers to ensure the configuration and custom components meet application requirements and…
Added 8 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Data Platform Engineering Manager
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Financial Crime Risk Investigative Analyst
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 21 mins ago
SH
Social Worker (BSW)
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…health services and supports centralized administrative and business functions for Manitoba health…
Added 21 mins ago
IE
Analyst, Information Security
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
…technologies, partnering with IT, Infrastructure, DevOps and business teams to strengthen IMAX's overall security…
Added 22 mins ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 22 mins ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 22 mins ago
T
Finance Manager
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 22 mins ago
T
Group Manager, Specialized Finance
TD
Toronto, ON
- Full-time
Overseeing collection of data related to credit risk, market risk, and operational risk from multiple data systems across all business segments of the Bank.
Added 22 mins ago
T
.NET/C# Engineer, TD Securities
TD
Toronto, ON
- Full-time
…broad range of tasks associated with developing application and systems solutions to address business…
Added 22 mins ago
MM
Compensation Consultant (Senior Associate)
Marsh McLennan
Montreal, QC
- Full-time
Lead research and analysis to understand industry and organization-specific issues, including business strategy, corporate performance, compensation and rewards practices and trends, and…
Added 22 mins ago
TS
Maintenance Tech I – Technicien(ne) de maintenance Ilities I
TD SYNNEX
Mississauga, ON
- Full-time
Participate in on-the-job training related to the maintenance and repair of facility systems and equipment.
Added 22 mins ago
M
Senior Consultant, Launch and Commercialization
McKesson
Mississauga, ON · Montreal, QC
- Full-time
…internal data. This advice will inform our clients’ critical business decisions concerning market entry for their…
Added 22 mins ago
BP
Front End Lead
Bass Pro Shops
Nanaimo, BC
- Full-time
Ensure team members follow all standard operating procedures and systems processes, following up to provide correction and guidance when needed, and reporting violations to the manager
Added 38 mins ago
J
Assistant Maintenance Manager
JLL
Burnaby, BC
- Full-time
…mechanics, working in conjunction with robotics, and controls systems technicians, in a fast-paced atmosphere while ensuring a safe working environment for…
Added 38 mins ago
MF
Senior Portfolio Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Added 38 mins ago
WM
Associés aux ventes – temps plein - Carrefour Laval
Wow! Mobile Boutique
Laval, QC
- Full-time
…experience - focusing on excellence in every aspect of our business. We focus on a personalized customer experience, providing solutions from Canada’s top wireless carriers, TELUS, Rogers,…
Added 38 mins ago
KI
Co-op/Intern AI Quality, Evaluation & Security
Kinaxis Inc.
Ottawa, ON
- Internship
Data and capable models are the starting point. The frontier is connecting signals to business context, decisions, and action, and that is where this team works. We sit at the intersection…
Added 38 mins ago
PA
Senior Developer, Data
Porter Airlines Inc.
Toronto, ON
- Full-time
The Senior Developer, Data plays a key role in evolving Porter’s modern data lakehouse environments, supporting business intelligence, operational reporting, customer analytics, and…

Desjardins

ASF-C

Longueuil, QC, Canada
Caisse Desjardins du Vieux-Longueuil, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Oct 1, 2026

Original job description

Main responsabilities

Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
Help colleagues manage their agenda and emails.
Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
Seize business opportunities and participate in sales development initiatives.

Other combinations of qualifications and relevant experience may be considered

Be a licensed mutual fund representative
Understanding of financial documents used in asset management
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

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)

CAISSE DU VIEUX-LONGUEUIL (30200 / CONV_COL_00061) (2018-12-20 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-8

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More about this job

Responsibilities

The role involves handling client requests, performing research, and recommending appropriate financial solutions. Additionally, the incumbent will assist colleagues with administrative tasks and actively participate in sales development initiatives.

Requirements

Candidates must be licensed mutual fund representatives with a strong understanding of financial services and asset management. Proficiency in Desjardins business processes and compliance with financial distribution regulations is required.

Skills

Client relations
Financial document analysis
Asset management
Sales development
Mutual fund representation
Financial compliance
Account management
Investment services
Financing activities
Customer focus
Interpersonal savvy
Situational adaptability
Communication
Data integration
Business processes

Benefits

Equity
Diversity
Inclusion
Accessibility
Accommodations

Visa sponsorship

Not detected in the job text

Keywords

Mutual fund representative
Asset management
Financial services
Sales development
Compliance
Account opening
Investment
Financing
Desjardins
Client relations
Automation
Financial data
Business processes
Negotiation
Solicitation
Accord D financing
Convenience products
Service standards
Hybrid work

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