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Added 5 mins ago
TC
Senior Manager, User Engagement
Thrive Career Wellness Platform
Toronto, ON
- $90,000 to $120,000 CAD / year
- Full-time
…programs, outplacement services, and workforce development solutions across Canada and internationally. We are a purpose-driven organization at a pivotal stage of growth through expanding…
Added 5 mins ago
CA
Material Handler - Weekday Afternoon Shift
Collins Aerospace
Oakville, ON
- Full-time
…additive manufacturing to develop complex interior and exterior solutions. These solutions ensure structural integrity of the aircraft, help aircraft take off and land, stay trim in the…
Added 5 mins ago
AT
Sr Principal Developer
Aspen Technology
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
AspenTech is looking for a talented and energetic Developer to join the Enterprise Operations Platform (EOP) organization. In this position, you will be a member of an Agile development…
Added 5 mins ago
BG
Directeur- Gouvernance Fonds Mutuel
BMO Groupe financier
Montreal, QC
- Full-time
Recommends and implements solutions based on analysis of issues and implications for the business.
Added 5 mins ago
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Specialist Disability Management
CPKC
Calgary, AB
- Full-time
…innovation, you'll play a pivotal role in crafting tailored solutions that ensure safe, efficient, and empowering transitions. Join us in crafting brighter futures - one successful return…
Added 5 mins ago
BL
Catering Attendant / Receptionist
BC Legal Management Association
BC · West Vancouver, BC
- Other
…sound judgment at all times. This may occur outside of regular business…
Added 5 mins ago
TI
vCIO
Techify Inc.
Toronto, ON · North York, ON
- $105,000 to $155,000 CAD / year
- Full-time
…consulting with practical AI strategy that actually improves business…
Added 5 mins ago
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SYSTEMS INTEGRATOR (AV)
Design Electronics
Niagara Falls, ON
- Full-time
Opportunity for business-performance-based rewards.
Added 5 mins ago
UO
Executive Assistant, Development and Alumni
University of Calgary
Calgary, AB
- Full-time
…supporting strategic relationship building with donors, prospects, business and community leaders, faculty, senior administrators, board members, and all levels of…
Added 5 mins ago
TI
Seniors UX Designers
Teckhorizon Inc
Toronto, ON
- Contract
Identify usability and design challenges and develop practical solutions.
Added 5 mins ago
MC
Senior Project Manager
MENARD Canada Inc.
Vancouver, BC
- Full-time
Menard Canada is a national leader in ground improvement and geotechnical construction solutions. With offices and operations across Canada, Menard delivers innovative and sustainable…
Added 5 mins ago
AP
Business Intelligence Engineer
Arobas Personnel
Toronto, ON
- Full-time
This role is ideal for a data-driven professional who enjoys bridging business needs and technical solutions, while building scalable analytics and reporting environments in the cloud.
Added 5 mins ago
AP
Senior Business Intelligence Engineer
Arobas Personnel
Toronto, ON
- Full-time
Ensure consistency and accuracy of business definitions across analytics solutions.
Added 5 mins ago
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Product Experience Testing Lead
lululemon
Vancouver, BC
- Full-time
The Product Technical Solutions team is within the Product Integrity and Quality function of Supply Chain. We deliver technical solutions to mitigate product and process integrity risks by…
Added 5 mins ago
I
Oracle-Supply Chain Manager Cloud-Lead
IBM
ON · Ontario, Canada
- $135,000 to $185,000 CAD / year
- Full-time
Implement Oracle SCM Cloud Solutions: Design and implement Oracle SCM Cloud solutions that meet clients' business needs, utilizing knowledge of the Oracle Cloud Supply Chain Management…
Added 5 mins ago
ND
Operations & Event Coordinator
Nous Data Insights
Toronto, ON
- $70,000 to $90,000 CAD / year
- Full-time
Founded in 2009, Nous Data Insights (NDI) is a world-leading provider of data-led solutions that help universities analyze their operations and services to students and staff. We work with…
Added 5 mins ago
H
Power Platform -Developer
HRbrain.ai
ON · Ontario, Canada
- Full-time
We are seeking a Power Platform Developer to join – Capital Markets on a 6-month contract. The successful candidate will build and scale workflow automations using Power Platform, Jira,…
Added 5 mins ago
TI
Java Full Stack Developer
Themesoft Inc.
Toronto, ON
- Contract
Implement business logic, validation, and error handling.
Added 5 mins ago
IF
Assistant Branch Manager
iA Financial Group (Industrial Alliance)
Toronto, ON
- Full-time
Find solutions to pending items on behalf of advisors by dealing with different head office departments
Added 5 mins ago
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General Manager (Grand Prairie Contract 12 Months)
Indigo
AB · Alberta, Canada
- $42,500 to $68,500 CAD / year
- Contract
Articulate Indigo’s mission and strategy and communicate business goals to store team
Added 5 mins ago
T
Manager, Client Growth & Lead Generation - Tangerine
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 5 mins ago
E
Field Service Engineer
Ecolab
Calgary, AB
- Full-time
…responsibilities, including managing complex projects, designing customized solutions, and collaborating with cross-functional teams to drive customer satisfaction and product…
Added 5 mins ago
AL
AltaGas - 2027 Transportation Intern
AltaGas Ltd.
Calgary, AB
- Full-time
…safely, efficiently, and reliably moving products across our business. As a Transportation Student, you'll gain hands-on experience supporting transportation operations and the technology…
Added 5 mins ago
T
Sr. Business Systems Analyst - Core Platform
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 5 mins ago
T
Data Scientist III - Financial Crimes Network Analytics (ATH 5556)
TD
Toronto, ON
- Full-time
Translate business problems into structured analytical problems and develop practical solutions

Desjardins

Client Financial Services Agent

Saint-Anselme, QC, Canada
Levis, QC, Canada
Caisse Desjardins de Bellechasse, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Oct 5, 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
Must have a valid driver's license and access to a vehicle

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

2026-12-5

Apply About employer

More about this job

Responsibilities

The agent provides personalized financial support to clients by offering investment, financing, and protection solutions while maintaining business relationships. They also assist advisors with administrative tasks, handle client requests, and actively participate in sales development initiatives.

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 and a valid driver's license are required.

Skills

Customer service
Financial services
Business development
Investment advice
Financing
Protection products
Interpersonal communication
Sales development
Relationship management
Problem solving
Administrative support

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 Certificate
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Sales
Client Relations
Administrative Support

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