Find work in Canada.

325,409 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
Financial Services Representative - Full Time
Meridian Credit Union
Windsor, ON
$50,000 to $53,000 CAD / year
Full-time
Added 13 mins ago
Cashier (Part-Time)
Giant Tiger
Perth, ON
Part-time
Added 13 mins ago
Store Associate (Part-Time)
Giant Tiger
Ancaster, ON
Part-time
Added 13 mins ago
Account Executive
GFL Environmental Inc.
Toronto, ON
Full-time
Added 13 mins ago
Sales Manager - CPI
Rotork
Montreal, QC
Full-time
Reporting directly to the Sector Manager, Sales Manager will serve as a key representative of the company, consistently delivering high-quality service and fostering long
Added 26 mins ago
Sales Manager - CPI
Rotork
Montreal, QC
Full-time
Reporting directly to the Sector Manager, Sales Manager will serve as a key representative of the company, consistently delivering high-quality service and fostering long
Added 26 mins ago
Merchandising Associate Part Time - HAMILTON MTN
The Home Depot Canada
Hamilton, ON
Part-time
Added 41 mins ago
Inside Sales Representative
Summit Search Group
Calgary, AB
$60,000 to $70,000 USD / year
Full-time
They are looking for an energetic, relationship-driven Industrial Sales Representative to join their Calgary team. This is primarily an inside sales role focused on managing existing…
Added 42 mins ago
Account Executive, PL - Private Client
Axis Insurance Managers Inc
Calgary, AB
Full-time
Added 42 mins ago
Membership Experience Representative - Part Time
YMCA of Three Rivers
Stratford, ON
Up to $17.95 CAD / hour
Part-time
Membership Experience Representative - Stratford-Perth
Added 42 mins ago
Customer Service Representative
Speedy Cash
NS
Up to $18.5 CAD / hour
Full-time
Added 57 mins ago
Director - Area CCFSC
Future Electronics
Canada
Full-time
The Director of Sales leads a regional or customer segment inside sales organization that is responsible for driving revenue and customer growth, customer satisfaction, and operational…
Added 57 mins ago
Outside Sales Representative
Corby Spirit and Wine Limited
AB · Edmonton, AB
$52,800 to $68,000 CAD / year
Full-time
…wine and spirits industry? As a sole contributor, this Outside Sales Representative (District Manager) plays a pivotal role in driving sales success…
Added 57 mins ago
Représentant(e) au service à la clientèle
Evlv
Montreal, QC · Greater Montreal Metropolitan Area
$50,000 to $60,000 CAD / year
Full-time
Added 57 mins ago
Bilingual Customer Service Representative (English & French)
Belimo
Mississauga, ON
Full-time
The Bilingual Customer Service Representative is the primary contact between Belimo Customer Service and our external customers. This position provides timely responses to customer…
Added 57 mins ago
Customer Service Representative - Renforth & Rathburn, Mississauga (30 hrs/week)
Scotiabank
Toronto, ON · Etobicoke, ON
Added 57 mins ago
Retail Associate (Part Time)
Best Buy Canada
Airdrie, AB
Part-time
Added 57 mins ago
Mobile Sales Associate (Seasonal)
Best Buy Canada
Canada
Part-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 1 hour ago
Seasonal Customer Experience Representative
Indigo Books & Music
Sudbury, ON · Greater Sudbury, Ontario
$17.95 to $22 CAD / hour
Contract
Added 1 hour ago
Guest Service Agent
Algonquin Resort
Toronto, ON
Full-time
The duties and responsibilities for the Guest Service Representative include, but are not limited to the following:
Added 1 hour ago
Seasonal Customer Experience Representative
Indigo
Sudbury, ON · Greater Sudbury, ON
$17.95 to $22 CAD / hour
Contract
Added 1 hour ago
Intern - Hydro services Engineering
ANDRITZ
Pointe-Claire, QC
Full-time
Added 1 hour ago
Sales Development Representative
L Squared Digital
Toronto, ON · North York, ON
$50,000 to $55,000 CAD / year
Full-time
Added 1 hour ago
Marketing Representative OPC
Hilton Grand Vacations
Whistler, BC
Full-time
As a Community Marketing Representative, you’ll be our front-line ambassador, engaging guests at local locations.
Added 1 hour ago
Enterprise Account Executive, West
Dialogue
Vancouver, BC
$102,960 to $120,120 CAD / year

Desjardins

Client Financial Services Agent

Montreal, QC, Canada
Caisse Desjardins des Transports, Canada

Job type: Full-time
Apply by: Oct 6, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

Applications open in a new tab.

Original job description

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

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

2026-10-5

Apply About employer

More about this job

Responsibilities

Handle client requests, research needs, and recommend suitable solutions related to investment, financing, and protection. Support advisors with scheduling and email management, provide personalized service, and contribute to sales and business development initiatives.

Requirements

Requires an Attestation of Collegial Studies and at least three years of relevant experience, although equivalent combinations of qualifications and experience may be considered. A mutual fund representative certificate from the Autorité des marchés financiers and knowledge of French are also required.

Skills

Customer Service
Sales Development
Business Development
Investment Services
Financing
Protection Products
Needs Assessment
Solution Recommendation
Interpersonal Skills
Effective Communication
Customer Focus
Action Orientation
Situational Adaptability
Nimble Learning
Agenda and Email Management

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Client Financial Services
Member and Client Service
Advisor Support
Investment
Financing
Protection
Mutual Funds
Mutual Fund Representative Certificate
Sales Development
Business Development
Client Requests
Needs Assessment
Solution Recommendation
Customer Satisfaction
Service Quality
Action Plan
Agenda Management
Email Management
Communication
Interpersonal Skills
Customer Focus
Action Orientation
Situational Adaptability
Nimble Learning
French

Report this job