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Added 13 mins ago
TH
Merchandising Associate 6 Month Part Time Contract (RICHMOND HILL)
The Home Depot Canada
Richmond Hill, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 13 mins ago
RE
Quotations Specialist
Robertson Electric Wholesale
Kitchener, ON
- Full-time
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 33 mins ago
C
Account Executive
Corpay
Montreal, QC
- Full-time
2+ years of experience in customer service, inside sales, or similar position.
Added 33 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Jérôme, QC
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 33 mins ago
CG
Data Operations & Solutions Analyst
Canaccord Genuity Group Inc.
Vancouver, BC · Toronto, ON
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 33 mins ago
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Customer Service Representative
BMO
Saguenay, QC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 33 mins ago
ME
Customer Service Representative
MCDOUGALL ENERGY INC
Thunder Bay, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Thunder Bay, Arthur St W location.
Added 40 mins ago
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Mobile Financial Services Representative
CIBC
Brossard, QC
- Full-time
Sales and Service Execution- Deliver consistent client service excellence and strong sales results to meet performance targets. Demonstrate service excellence by being visible and…
Added 40 mins ago
CD
Treatment Coordinator (Full time) – Davis Orthodontics Danforth
Canadian Dental Services Corporation
Toronto, ON
- Full-time
…creating memorable experiences for others, and has a knack for sales? Davis Orthodontics is growing, and we're looking for a motivated, outgoing individual to join our dynamic…
Added 40 mins ago
OP
Guest Experience Representative
Oxford Properties Group
Toronto, ON
- Full-time
We are currently looking for a highly motivated Seasonal Guest Experience Representative to join our team at Yorkdale Shopping Centre in Toronto.
Added 40 mins ago
QR
Sales Representative - Panel
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Richelieu Hardware is looking for a driven and customer-focused Outside Sales Representative - Panel to join our Calgary Alberta branch.
Added 40 mins ago
QR
Sales Representative
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Victoria, BC
- Full-time
Richelieu Hardware is looking for a driven and customer-focused Outside Sales Representative to join our Victoria. BC branch.
Added 40 mins ago
QR
Sales Representative - Panel
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Richelieu Hardware is looking for a driven and customer-focused Outside Sales Representative - Panel to join our Calgary Alberta branch.
Added 40 mins ago
QR
Sales Representative
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Kelowna, BC
- Full-time
Richelieu Hardware is looking for a driven and customer-focused Outside Sales Representative to join our Kelowna branch.
Added 40 mins ago
QR
Sales Representative - Industrial (Coatings)
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Halifax, NS
- Full-time
Under the supervision of the Regional Sales Manager, the Coatings & Finishing Sales Representative is responsible to reach and surpass assigned sales goals. He/she will call on coatings and…
Added 40 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Victoriaville, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 40 mins ago
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Financial Services Sales Associate
WBU
AB · Edmonton, AB
- Full-time
As a Financial Service Representative, you'll help individuals, families, and business owners protect their income, build wealth, and plan for life's big milestones. We train you, help you…
Added 40 mins ago
RE
Quotations Specialist
Robertson Electric Wholesale
Hamilton, ON
- Full-time
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 43 mins ago
L
Fragrance Consultant
L'Oréal
Montreal, QC
- Full-time
…essentiel dans la création d’une expérience client immersive et représentative de la marque tout en contribuant à l’atteinte des objectifs de vente. Cette personne contribue également à…
Added 43 mins ago
QR
Sales Representative
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Vancouver, BC
- Full-time
Join a dynamic new department at Richelieu. We are seeking an outgoing, sales-driven team member to fill a permanent, full-time position as a Sales Representative – Vancouver Whitehorse…
Added 43 mins ago
LS
Représentant du service à la clientèle - Vêtements&sports / Customer service representative - Sports&apparel
Lanctôt Sports
Montreal, QC
- Full-time
We are looking for a bilingual customer service professional with a passion for sports, outdoors or apparel to join our team as an inside customer service/ inside sales representative for…
Added 43 mins ago
I
Technical Sales Representative
IONODES
Laval, QC
- Full-time
As a Technical Sales Representative (TSR), you will work closely with our Account Executives to help customers, prospects, and technology partners identify and validate solutions to their…
Added 47 mins ago
Financial Service Representative
Money Mart
Fort St. John, BC
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 47 mins ago
AI
Sales Consultant - Brantford Honda
AutoCanada Inc.
Brantford, ON
- $20,000 to $20,005 CAD / year
- Full-time
3+ years of experience in a customer-facing role required with experience in retail, sales, marketing, and customer service being preferred
Added 47 mins ago
Route Service Representative
Cintas
Toronto, ON · Etobicoke, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…

Closed listing

Desjardins

Client Financial Services Agent

Maniwaki, QC, Canada
Caisse populaire Desjardins de la Haute-Gatineau, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 3, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

Archived listing. The details below describe a past opening.

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)

CAISSE DE LA HAUTE-GATINEAU (30312 / Conv_Col_00087) (2019-11-13 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-2

About employer

More about this job

Responsibilities

The agent provides personalized financial support to members and clients by offering investment, financing, and protection solutions. They also 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 skills
Interpersonal savvy
Sales
Asset management
Compliance
Relationship management
Problem solving
Financial data integration
Account management
Negotiation

Benefits

Competitive salary
Annual bonus
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
Sales
Compliance
Financial Data
Account Opening
Relationship Management
Financial Cooperatives
Desjardins
Telemedicine
Pension Plan
Insurance
Negotiation
Solicitation
Financial Products

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