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Added 2 mins ago
Dealer Services Representative - Temporary Full-Time (12 months)
Co-operators
Mississauga, ON
Full-time
Reviewing documentation for accuracy and executing translations on behalf of advisors to reflect client requests, new account openings and updates.
Added 31 mins ago
Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
Full-time
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Added 1 hour ago
Manager Credit Risk Management (Full Time 12 Month Contract)
IG Wealth Management
MB · Manitoba, Canada
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 1 hour ago
Senior Analyst, Tax & Corporate Development
KMK Capital Group of Companies
St. John's, NL · Greater St. John's Metropolitan Area
Full-time
A strong communicator who collaborates effectively with senior leadership, internal stakeholders and external advisors.
Added 9 hours ago
System Integration & Test, Intermediate
General Dynamics Missions System International
Ottawa, ON
Full-time
Access to financial advisors for investment advice and comprehensive financial planning.
Added 10 hours ago
Software Engineer
General Dynamics Missions System International
Ottawa, ON
$85,000 to $110,000 CAD / year
Full-time
Added 10 hours ago
System Integration & Test, Intermediate
General Dynamics Missions System International
Ottawa, ON
Full-time
Access to financial advisors for investment advice and comprehensive financial planning.
Added 15 hours ago
Senior Manager Benefits & Wellness
IG Wealth Management
MB · Manitoba, Canada
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 15 hours ago
Senior Manager Benefits & Wellness
IG Wealth Management
ON · Ontario, Canada
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 17 hours ago
Client Experience Specialist - Winnipeg
The Canada Life Assurance Company
Winnipeg, MB
Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.
Added 17 hours ago
Senior Account Executive, Strategic Accounts
Saskatchewan Blue Cross
Saskatoon, SK
Full-time
Autonomy to make investment decisions within defined thresholds to support negotiations and accelerate competitive turnaround
Added 17 hours ago
Non-Destructive Testing Technician
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 17 hours ago
Warehouse Operations Supervisor
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 17 hours ago
Senior, Vendor & Repair Management Specialist
FTAI Aviation LLC
Montreal, QC
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 18 hours ago
Member/client services agent, Securities
Desjardins
Quebec, QC
Full-time
Provide administrative, customer service and business development support to investment advisors and the team
Added 19 hours ago
Interim Senior Vice President, Finance
LHH Knightsbridge
Waterloo, ON
Contract
Customers, suppliers, insurance brokers, and other professional advisors
Added 19 hours ago
Territory Sales Coordinator
Desjardins
Toronto, ON
Full-time
Facilitate access to Investment Advisors and branches within the defined sales territory, working closely with them to ensure that all Investment Advisors in the territory are being…
Added 19 hours ago
Advisor, Securities
Desjardins
Amos, QC · Val-d'Or, QC
Full-time
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track…
Added 20 hours ago
Senior Wealth Associate
National Bank of Canada
Toronto, ON
Full-time
…clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch…
Added 20 hours ago
Wealth Associate
National Bank of Canada
Winnipeg, MB
Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 20 hours ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 20 hours ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 20 hours ago
Associate Regional Manager
National Bank of Canada
Quebec, QC
Full-time
…objectives by supporting the territory's wealth management advisors through your coaching. This position reports to the Vice-President and Regional Manager, National Bank Financial, Wealth…
Added 20 hours ago
Manager, Sales Support
Aviso Wealth
Remote, Canada
$93,000 to $113,000 CAD / year
Full-time · Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 20 hours ago
Claims Customer Service Representative (Concierge)
Gore Mutual Insurance
Cambridge, ON
Effective January 1, 2026, Gore has joined Beneva - the country’s largest mutual insurance company - as part of its Property & Casualty operations in Ontario and Western Canada. During…

Desjardins

Client Financial Services Agent

Clermont, QC, Canada
Caisse Desjardins de Charlevoix, Canada

Job type: Full-time
Apply by: Oct 15, 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
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
Availability to work one evening per week

Communicates effectively, Interpersonal Savvy, 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 CHARLEVOIX-EST (20032 / Conv_Col_00118) (2016-03-17 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-14

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 skills
Interpersonal savvy
Asset management
Sales
Compliance
Account management
Situational adaptability
Financial data integration
Problem solving

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
Protection
Business Development
Customer Service
Asset Management
Mutual Fund Representative
Compliance
Sales
Account Opening
Accord D Financing
Financial Data
Telemedicine
Pension Plan
Hybrid Work
Client Relations
Financial Cooperatives
Automated Transactions
Solicitation
Negotiation

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