Find work in Canada.

325,027 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 23 mins ago
Data Analyst
Computershare Canada
Montreal, QC
Full-time
7+ years experience in Transfer Agency, Employee Equity Plans, Securities Processing, Financial Services Operations, or related industry.
Added 23 mins ago
Databricks Developer
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
$75 to $95 CAD / hour
Contract
This client is a leading financial services and banking institution operating within the Canadian market, including among the country's top-tier banks. The organization employs thousands of…
Added 52 mins ago
Business Development Representative – Enterprise
Mind Detect
Toronto, ON
$100,000 to $130,000 CAD / year
Full-time
Great opportunity to join our cutting-edge AI-powered regtech platform client as they seek an ambitious Enterprise Business Development Representative in Toronto (hybrid). Powered by…
Added 53 mins ago
Digital Solution Architect Lead Advisor
NTT DATA Services
Halifax, NS
1+ years Experience delivering AI solutions in regulated industries, such as Healthcare, Insurance, Financial Services, or similar compliance-driven domains.
Added 1 hour ago
Legal Aid Worker (18 months)
Legal Aid Ontario
Hamilton, ON
Contract
The responsibilities of this position will be to assist the criminal duty counsel office by providing direct client service and administrative support, including client and surety…
Added 1 hour ago
Data Analyst
Computershare
Montreal, QC
Full-time
7+ years experience in Transfer Agency, Employee Equity Plans, Securities Processing, Financial Services Operations, or related industry.
Added 1 hour ago
Business Development Partner
Sun Life Québec
Pointe-Claire, QC
Full-time
…witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District…
Added 1 hour ago
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
Full-time
A career in our Risk Modelling Services team as a Property & Casualty (P&C) Actuary, will provide you with the opportunity to contribute risk modelling, general insurance advice and…
Added 1 hour ago
Business Development Partner
Sun Life Québec
Montreal, QC
Full-time
…witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District…
Added 1 hour ago
Administrator - Print and Proxy Teams
TMX Group
Toronto, ON
$45,000 to $50,000 CAD / year
Full-time
The Administrator contributes to the day-to-day operations of print and proxy services concerning the administrative work to initiate shareholder meetings and mailings sent to the client’s…
Added 3 hours ago
Agent service client - Centre de service de Dorval
Intact FC
Dorval, QC
Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 4 hours ago
Real Estate Agent
Place Network Agents
Mississauga, ON
$150,000 to $250,000 CAD / year
Contract
…potential - greater production, increased confidence, enhanced financial freedom, and more time dedicated to the activities that truly expand your…
Added 4 hours ago
Business Development Partner
Sun Life
Pointe-Claire, QC · Montreal, QC
Full-time
…witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District…
Added 7 hours ago
Relationship Manager
Computershare Canada
Toronto, ON
Full-time
Computershare Investor Services is the division within Computershare responsible for providing Transfer Agent Services to Corporate clients as well as their shareholders.
Added 9 hours ago
Collection Customer Service Agent
National Bank of Canada
Montreal, QC
Full-time
As a Collection Agent, you’ll suggest payment agreements to clients to help contribute to their financial health Join our Collection team and make a difference in people’s lives. You’ll…
Added 11 hours ago
Client Service Associate
Jackson Hewitt Tax Service Inc.
Richmond, BC
Part-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 18 hours ago
Fire Suppression Design Engineering Specialist for Mining & Metals projects
Fluor
Vancouver, BC
Full-time
…expertise to deliver fire protection and fire suppression design services that support Fluor’s competitiveness in the global marketplace. The position supports the Area Lead or Discipline…
Added 20 hours ago
Entry Level Tax Preparer
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
Full-time
Enrolled Agent materials and testing reimbursement
Added 21 hours ago
Manager, Internal Audit, Regulatory Compliance and Risk Management (Bilingual FR/EN)
PwC
Montreal, QC
Full-time
A career in our Risk Services practice will help you better understand a company's objectives and governance, regulatory and risk management environments, and the diverse needs of its key…
Added 22 hours ago
Insurance Broker
deVere Group
Toronto, ON
Full-time
You will be a confident, client-facing communicator who is comfortable on the phone, on video and in person.
Added 22 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Montreal, QC
Full-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 23 hours ago
Staff Technical Product Manager
Robots & Pencils
Canada
Full-time
We’ve earned the trust of leaders across Consumer Products and Retail, Education, Energy, Financial Services, Healthcare, and Manufacturing and more, and earned a reputation as the nimble…
Added 23 hours ago
Cloud Platform Engineer
Apex Systems
Toronto, ON
$54 to $60 USD / hour
Contract
Apex Systems is a global IT services provider, and our staffing practice has an opening for a Cloud Platform Engineer with extensive programming abilities with Python, Typescript or NodeJS,…
Added 23 hours ago
Manager, Site and Clinical Services - Long Term Care and Assisted Living
The Good Samaritan Society
Gibsons, BC
Full-time
As determined by the resident/client case mix and assessed level of care, leads a multi-disciplinary team that delivers services designed to accommodate residents’ and client’s personal…
Added 23 hours ago
IVR Developer
Tata Consultancy Services
Toronto, ON
Full-time
Java development with client backend integrations (HTTP REST APIs, oAuth2, XML Web Services, MS SQL Server)

Desjardins

Client Financial Services Agent

Gatineau, QC, Canada
Caisse populaire Desjardins de Gatineau, Canada

Job type: Full-time
Apply by: Oct 9, 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
Available to work one evening per week until 8:00 p.m.

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

2026-10-8

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
Problem solving
Relationship management
Data entry
Time management
Adaptability

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
Customer Service
Business Development
Mutual Fund Representative
Compliance
Sales
Financial Products
Banking
Client Relations
Hybrid Work
Pension Plan
Telemedicine
Financial Cooperatives
Account Opening
Accord D Financing
Data Integration
Service Standards

Report this job