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Added 16 mins ago
Business Development Representative
TalentWorld
Calgary, AB
Full-time
Job title: Business Development Representative
Added 47 mins ago
Instructor, Heavy Equipment Truck & Transport (Casual 2026-27)
Saskatchewan Polytechnic Alumni
Saskatoon, SK · Greater Saskatoon Metropolitan Area
Full-time
…are Indigenous. A continued emphasis on the development of a representative workforce is one of Sask Polytech’s strategic priorities and, as an organization, we are making significant…
Added 2 hours ago
Inside Sales Representative - Business Development
Durabuilt Windows & Doors
Lethbridge, AB
Full-time
Inside Sales Representative – Business Development (Lethbridge, AB)
Added 2 hours ago
Building Solutions Manager
UFA Co-operative Ltd.
Grande Prairie, AB
The BSM is a seasoned sales representative that applies their broad knowledge of the industry and product lines to assist their customers in meeting their project objectives.
Added 3 hours ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
Calgary, AB
Full-time
…execution), and indirect taxes (GST/HST, PST/QST, customs and trade). Your path is flexible, with opportunities to build technical skills, contribute to high-quality work, and grow through…
Added 4 hours ago
Inside Sales Representative - Business Development
Durabuilt Windows & Doors
Lethbridge, AB
Full-time
Inside Sales Representative – Business Development (Lethbridge, AB)
Added 5 hours ago
Sales Representative
EssilorLuxottica Group
Edmonton, AB
The Sales Representative’s responsibility is to achieve sales targets and deliver growth by regularly visiting customers to provide best in class service, maximizing their call cycle based…
Added 5 hours ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
Ottawa, ON
Full-time
…execution), and indirect taxes (GST/HST, PST/QST, customs and trade). Your path is flexible, with opportunities to build technical skills, contribute to high-quality work, and grow through…
Added 5 hours ago
Junior Sales (Growth) Representative
Gastronomous Technologies Inc.
Oakville, ON
Full-time
We are now seeking a junior growth-focused representative to join our sales team and help accelerate our outbound efforts and market growth. This is a great opportunity to launch your sales…
Added 5 hours ago
Gluer
Keilhauer
Toronto, ON · Scarborough, ON
$20.75 to $22 CAD / hour
Full-time
Completion of high school or training/education from a vocational/trade school is an asset.
Added 5 hours ago
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
Regional Sales Representative
ASSA ABLOY
Vaughan, ON
We’re currently seeking a Regional Sales Representative for the Central Region in Ontario, Canada.
Added 5 hours ago
Business Development Representative
ASSA ABLOY
Vaughan, ON
We are currently seeking a Business Development Representative for the Central Region in Ontario Canada.
Added 5 hours ago
AVP, GTO Strategy & Transformation
Manulife
Toronto, ON
Full-time
Added 5 hours ago
Technical Sales Representative
Titan Environmental Containment & Titan USA
Leduc, AB
Full-time
The Technical Sales Representative is responsible for driving sales growth and managing customer relationships within an assigned territory or account base, combining technical product…
Added 6 hours ago
ScotiaMcLeod Administrative Associate - St John's
Scotia Wealth Management
St. John's, NL · Greater St. John's Metropolitan Area
Full-time
Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Added 6 hours ago
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
$33,000 to $83,000 CAD / year
Full-time
Viessmann is looking for a dynamic Inside Sales Representative to join our team in Langley, BC. In this role, you’ll be the operational backbone of our sales engine - ensuring flawless…
Added 6 hours ago
Client Financial Services Agent, Service Signature
Desjardins
Quebec, QC
Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
Personal Finance Advisor
Desjardins
Montreal, QC
Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 6 hours ago
Territory Account Manager
SureWerx
Vancouver, BC · Greater Vancouver, BC
Full-time
This position will report to the Regional Sales Manager, Western Canada and work closely with a dedicated Inside Sales Representative to build a winning team for their region.
Added 6 hours ago
MEP Estimator | Construction
Turner Construction | Canada
Vancouver, BC
Full-time
Extensive knowledge of key principles involved in bid preparation, including quantity take off procedures, sub-trade procurement, pricing and bid closing procedures.
Added 6 hours ago
Territory Sales Representative
Alta Equipment Group
Montreal, QC
Alta Material Handling is seeking a full-time Territory Sales Representative reporting to our Dorval, QC branch. The Territory Sales Manager has a crucial role of driving sales growth and…
Added 7 hours ago
Intermediate Architectural Technologist
Stantec
Edmonton, AB
Full-time
Act as a field representative of the architectural team, supporting project delivery throughout the construction phase.
Added 7 hours ago
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Sainte-Foy
Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 7 hours ago
Client Financial Services Agent
Desjardins
Maniwaki, QC · Caisse populaire Desjardins de la Haute-Gatineau
Full-time
Mutual fund representative certificate – Autorité des marchés financiers

Desjardins

Client Financial Services Agent

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

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

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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)

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

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 with business development, manage client requests, and help maintain strong business relationships.

Requirements

Candidates must hold an Attestation of Collegial Studies and possess 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
Sales
Communication
Interpersonal skills
Asset management
Compliance
Account management
Problem solving
Relationship management
Financial analysis
Data integration

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 Cooperatives
Account Opening
Relationship Management
Financial Data
Desjardins
Banking
Wealth Management

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