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Jobs in Canada

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Added 20 mins ago
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Senior AI Architect (Architect-Practitioner)
Fastloop
Vancouver, BC
- Full-time
…reality, owning decisions across model selection, RAG strategy, agent orchestration, security posture, and deployment…
Added 20 mins ago
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QA Engineer (Early Career) (Canada)
Jobright.ai
Canada
- Full-time
Jobright is your personal AI job search agent that transforms the way you do job search from solo, time-consuming efforts to a fast, expert-guided journey, simplifying every job search step…
Added 20 mins ago
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Senior Product Manager, Platform / OS
Roku
Toronto, ON
- Full-time
…like Claude Code or Cursor, MCP servers, custom skills, or agent frameworks. And you can describe projects where you shipped real work with these tools. You know how to drive an agent,…
Added 21 mins ago
VH
Front Desk Agent - Mountaineer Lodge
Vantage Hotels
AB · Mountaineer Lodge, Lake Louise, Alberta
- Full-time
Added 51 mins ago
Développeur.se de logiciels sénior.e - Flux de travaux agentifs / Senior Software Developer - Agentic Workflows
Electronic Arts
Montreal, QC · Vancouver, BC
As a Senior Software Developer, you will help build the agentic harness that turns intent into working games and the loop that lets an agent write, run, evaluate, and repair its own work.
Added 51 mins ago
Développeur.se de logiciels - Flux de travaux agentifs / Software Developer - Agentic Workflows
Electronic Arts
Montreal, QC · Vancouver, BC
As a Software Developer, you will help build the agentic harness that turns intent into working games and the loop that lets an agent write, run, evaluate, and repair its own work.
Added 51 mins ago
Canada Tax Technology Group (CTTG) - Manager, AI Adoption & Enablement
EY
Toronto, ON
…platforms such as Microsoft Copilot, Power Platform, and AI agent…
Added 1 hour ago
D
Principal Product Manager, Sandboxes
Docker
Remote, Canada
- Full-time
- Remote
…hypervisors, the software development lifecycle, and how untrusted or agent-generated code can be safely executed and orchestrated. You will need a relentless drive to try new things and an…
Added 1 hour ago
J
UI/UX Designer
Jobright.ai
Canada
- Full-time
Jobright is an AI job search agent that simplifies the job search process and helps users reach better employment outcomes. The UI/UX Designer creates accessible, user-centered product…
Added 1 hour ago
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Sr. Fuil Stack Engineer, Threat Intelligence
Proofpoint
ON · Ontario, Canada
- Full-time
Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the…
Added 1 hour ago
IW
AI Development & Continuous Improvement Student (Summer 2027)
Irving Woodlands
Saint John, NB
- Full-time
Assist with the development, testing, and deployment of AI-enabled workflows, copilots, and agent-based solutions
Added 1 hour ago
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Sr. Fuil Stack Engineer, Threat Intelligence
Proofpoint
Quebec, QC
- Full-time
Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the…
Added 1 hour ago
BC
Guest Services Agent
Banff Centre for Arts and Creativity
Banff, AB
- Full-time
Banff Centre is looking for a Guest Services Agent to assist with the efficient processing of all guests while understanding their diverse needs and expectations. Often the first and most…
Added 1 hour ago
Bilingual Guest Service Agent ( Part-Time )
Fairmont Hotels & Resorts
Ottawa, ON
Located in the heart of Canada's capital next door to the Parliament Buildings, the landmark Fairmont Chateau Laurier hotel in Ottawa is looking to fill a role of Guest Services Agent.
Added 1 hour ago
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Senior AI Engineer
Guidepoint
Toronto, ON
- Full-time
Familiarity with agent/LLM frameworks such as LangGraph, LangChain, or CrewAI - hands-on exposure is enough; we care that you know the landscape and when plain code beats a framework.
Added 1 hour ago
BJ
Law Clerk, Intellectual Property/Litigation
Bennett Jones
Toronto, ON
- Full-time
Review, audit, and systematically process vendor, agent, and expert witness invoices related to active litigation
Added 1 hour ago
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Lead Full Stack Developer
RBC
Toronto, ON
- Full-time
Design and optimize RESTful APIs, MCP servers, and AI agent implementations that automate complex business processes
Added 1 hour ago
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Senior Associate-Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
Added 1 hour ago
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ERP Risk, Controls & Security Solutions Manager
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
- Full-time
Added 1 hour ago
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Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
Added 1 hour ago
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Financial Reporting and Tax Compliance, Director
PwC
Toronto, ON · Vaughan, ON
- Full-time
Added 1 hour ago
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May 2027 - Deals Financial Crimes Technology Non-CPA - Summer Intern - Toronto
PwC
Toronto, ON
- Full-time
Added 1 hour ago
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Senior Staff Accountant
Coleman & Associates
Love, SK
- Full-time
Added 1 hour ago
CR
Global Forwarding Agent (Ocean Import)
C.H. Robinson
Montreal, QC
- Full-time
We’re C.H. Robinson, one of the world’s largest logistics platforms and we're looking for our next Global Forwarding Agent (Ocean Import). Is that you? Are you detail-oriented,…
Added 1 hour ago
Senior Platform Engineer, AI & Fabrics
BMO
Toronto, ON · FCP
Identity Fabric: components of workload identity for AI (SPIFFE/SPIRE), token-exchange flows, trust-boundary configuration, Entra Agent ID integration, and cross-cloud token federation.

Desjardins

Client Financial Services Agent

Sainte-Adèle, QC, Canada
Caisse Desjardins de la Vallée des Pays-d'en-Haut, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 20, 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

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
Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
Knowledge of service standards

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

2026-10-19

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 in business development, manage client requests, and help maintain strong business relationships.

Requirements

The role requires 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 mandatory.

Skills

Customer service
Financial services
Investment advice
Business development
Sales
Communication
Interpersonal skills
Asset management
Compliance
Financial data integration
Relationship management
Problem solving
Negotiation
Active listening
Adaptability

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
Asset Management
Mutual Fund Representative
Business Development
Customer Service
Compliance
Financial Data
Sales
Negotiation
Relationship Management
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Banking
Financial Cooperatives

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