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Added 10 mins ago
UC
Route Trainee - UniFirst Canada
UniFirst Corporation
Calgary, AB
- Full-time
…Trainee (RT) and take the first step toward a rewarding career in service and customer care. As an RT, you’ll receive hands-on training through our robust, blended learning programs while…
Added 10 mins ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
Added 55 mins ago
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Representative
Primerica
Toronto, ON · Greater Toronto Area, Canada
- Part-time
…communities and online. The company values integrity, client-focused service, doing what's right, and offers training and support to…
Added 55 mins ago
A
Front Desk Representative (Westin) - Year Round - Full Time
Alterra
The Blue Mountains, ON · Blue Mountain Resort LP
- Full-time
Added 1 hour ago
FB
Customer Service Representative
Farm Boy Inc.
Barrie, ON
- $18 CAD / hour
- Full-time
Added 1 hour ago
LN
Retail Promotions Representative – Financial Services
Lega Nova Group
Halifax, NS
- Full-time
Added 2 hours ago
HP
Store Lead Generation Representative
Hydra Pure Group
Niagara Falls, ON
- Full-time
…air purification solutions through trusted retail and home service…
Added 2 hours ago
CK
Customer Service Representative
Circle K
Fredericton, NB
- Part-time
As a Customer Service Representative, you will enjoy:
Added 3 hours ago
PF
Traveling Merchandiser
Performance Food Group
Kamloops, BC
- Full-time
Added 3 hours ago
PF
Inside Sales Representative
Performance Food Group
Milton, ON
- Full-time
Added 3 hours ago
AS
Part Time Retail Sales Representative - Temporary
Advantage Solutions
Calgary, AB
- Part-time
Added 3 hours ago
HE
Customer Service Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…marketing, events, and brand experiences. We’re looking for a Customer Service Representative who enjoys working with people, learning new skills, and being part of a…
Added 5 hours ago
Customer Service Representative
Circle K
Dartmouth, NS
As a Customer Service Representative, you will enjoy:
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 6 hours ago
TH
Associé(e) mise en marché (temps plein) temporaire 90 jours
The Home Depot Canada
Montreal, QC
- Full-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 7 hours ago
U
Outside Sales Representative
Uline
Burnaby, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
Uline, a name millions of businesses across North America know and trust, is looking for an experienced Outside Sales Representative to build our growing Vancouver, British Columbia market.
Added 7 hours ago
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Sales Account Representative
Uline
Edmonton, AB · Leduc, AB · Sherwood Park, AB · Spruce Grove, AB · St. Albert, AB
- Full-time
Added 7 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
Added 7 hours ago
CK
Customer Service Representative
Circle K
NB
- Part-time
As a Customer Service Representative, you will enjoy:
Added 9 hours ago
EM
Customer Service Representative - Cold Lake
Enterprise Mobility
Cold Lake, AB
- $17.5 CAD / hour
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 9 hours ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
…Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the…
Added 9 hours ago
Sales & Estimation - Programs Service Representative Ottawa
GNI Management Group Inc.
Ottawa, ON
…insulation industry today. We’re a leader in proving the best customer service to our unique blend of clients ranging from homeowners to large-scale construction companies, proudly serving…
Added 11 hours ago
Site Administrator
Del Property Management
ON
Added 11 hours ago
Site Administrator
Del Property Management
ON
The Site Administrator serves as the primary on-site representative for assigned condominium properties, providing comprehensive administrative support and resident services. This role acts…
Added 11 hours ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC

Desjardins

Client Financial Services Agent

Quebec, QC, Canada
Caisse d'économie solidaire Desjardins, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 2, 2026

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)

CAISSE SOLIDAIRE DESJARDINS (92276 / Conv_Col_00109) (2018-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-19

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 possess an Attestation of Collegial Studies and a minimum of three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Business development
Investment advice
Financing
Protection products
Communication
Interpersonal savvy
Sales
Research
Problem solving
Relationship management
Financial services

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
Protection
Business Development
Customer Service
Mutual Fund Representative
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Sales
Relationship Management
Client Support

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