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Added 8 hours ago
Bilingual Client Service Representative
IG Wealth Management
Quebec, QC
Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 11 hours ago
Wealth Associate
National Bank of Canada
Oakville, ON
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 13 hours ago
Investment Analyst – Fixed Income and Alternative Assets
THE EMPIRE LIFE INS. CO
Toronto, ON
Full-time
…well as alternative funds, gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment…
Added 13 hours ago
Contracting Specialist (TruStone Financial)
THE EMPIRE LIFE INS. CO
Burnaby, BC · London, ON · Mississauga, ON
Full-time
…their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training,…
Added 14 hours ago
Financial Planner
CI Financial
Vancouver, BC
Full-time
…top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part…
Added 14 hours ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…clients through a collaborative, client-focused approach. Our advisors and wealth professionals partner across investment management, financial planning, private banking, and trust services…
Added 14 hours ago
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
Markham, ON · UPMA
Full-time
…objectives. Partners with Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) and other planning specialists to deliver comprehensive planning solutions…
Added 15 hours ago
Client Financial Services Agent
Desjardins
Louiseville, QC · Caisse Desjardins de l'Ouest de la Mauricie
Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 15 hours ago
Vice President-Investment Banking, Global Mineral Resources & Mining
Desjardins
Toronto, ON
Full-time
Desjardins’ Capital Markets’ (“DCM”) Investment Banking Group is seeking a highly motivated and experienced Vice President to join our Global Mineral Resources & Mining franchise in Toronto.
Added 16 hours ago
Private Wealth Manager
Cardinal Point Wealth Management, ULC
Toronto, ON
Full-time
…down-to-earth multi-disciplinary team with finance, tax and investment professionals in-house. No billable hours, just client focused cross-border tax and financial planning services along…
Added 16 hours ago
Private Banking Associate, Private Wealth
BMO
Montreal, QC · IBMM
Full-time
Liaises with external advisors of clients on behalf of the banker / relationship manager.
Added 22 hours ago
Technology Service Delivery Lead
FTAI Aviation LLC
Montreal, QC
Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 22 hours ago
Compliance Coordinator
IG Wealth Management
Quebec, QC
Full-time
…with relevant regulatory requirements affecting mutual fund investment dealers, insurance and mortgage business partners, including rules, policies, and by-laws of the Canadian Investment…
Added 22 hours ago
Compliance Coordinator
IG Wealth Management
MB · Manitoba, Canada
Full-time
…with relevant regulatory requirements affecting mutual fund investment dealers, insurance and mortgage business partners, including rules, policies, and by-laws of the Canadian Investment…
Added 23 hours ago
Senior Financial Advisor
Cambrian Credit Union
Winnipeg, MB
Full-time
The Senior Financial Advisor (SFA) manages and grows an assigned portfolio of valued investors within the Aviso Wealth investment division. Working closely with Cambrian retail branches,…
Added 1 day ago
Senior Financial Advisor
Cambrian Credit Union
Winnipeg, MB
Full-time
The Senior Financial Advisor (SFA) manages and grows an assigned portfolio of valued investors within the Aviso Wealth investment division. Working closely with Cambrian retail branches,…
Added 1 day ago
Technology Service Delivery Lead
FTAI Aviation
Montreal, QC
Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 1 day ago
IIA Administrative Associate, ScotiaMcLeod (Spanish/English)
Scotiabank
Toronto, ON
Ensure a high level of client service by supporting one or more Advisors in the regular review of client portfolios to identify client needs for Team of Experts services, to ensure it meets…
Added 1 day ago
Account Representative, Group Benefits
The Canada Life Assurance Company
Ottawa, ON
Maintain and strengthen relationships with advisors to achieve annual sales targets
Added 1 day ago
Regional Sales Associate
The Canada Life Assurance Company
ON
As a Regional Sales Associate (Insurance), you will partner with the sales team to grow insurance and seg fund sales in your aligned territory. Through activity management, support in…
Added 1 day ago
Senior Director, Asset-Based Lending
BMO
Montreal, QC · DEMA
Full-time
Develops the business case with underwriting team by identifying opportunities, needs, analysing potential options and assessing expected return on investment.
Added 1 day ago
Chief Financial Officer
MNP Executive Search & Professional Recruitment
Port Coquitlam, BC
Contract
Prepare the company for future financing or strategic capital conversations by developing an investment narrative, integrated financial model, lender/investor materials, and data room…
Added 1 day ago
Client Financial Services Agent, Service Signature
Desjardins
Quebec, QC
Full-time
…support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management…
Added 1 day ago
IFM Associate
CI Financial
Toronto, ON
Full-time
…Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed…
Added 1 day ago
Client Financial Services Agent
Desjardins
Maniwaki, QC · Caisse populaire Desjardins de la Haute-Gatineau
Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…

Desjardins

Client Financial Services Agent

Lachute, QC, Canada
Caisse Desjardins d'Argenteuil, Canada

Job type: Full-time
Apply by: Oct 2, 2026
Posting language: English
Posted: Sep 24, 2026

Apply About employer

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Original job description

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

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:

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.

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

Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

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
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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-1

Apply About employer

More about this job

Responsibilities

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors with business development, manage client requests, and help maintain strong business relationships.

Requirements

Candidates must have an Attestation of Collegial Studies and at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Financial services
Investment advice
Financing
Business development
Communication
Interpersonal skills
Sales
Asset management
Compliance
Relationship management
Problem solving
Data entry
Administrative support

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment
Financing
Asset Management
Mutual Fund Representative
Customer Service
Business Development
Compliance
Financial Cooperatives
Sales
Account Opening
Data Integration
Desjardins
Banking

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