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Added 7 mins ago
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Strategic Account Representative - Calgary, AB
UniFirst
Calgary, AB
- Full-time
resources such as: regular 1:1 coaching, continuous sales training, cutting-edge technology, and career development
Added 7 mins ago
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Account Executive – Canada Retirement
Manulife
Halifax, NS
- Full-time
This role is responsible for developing and managing a disciplined sales pipeline, leading new business development activities (including RFP responses and finalist presentations), and…
Added 7 mins ago
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Director of Product Growth
Manulife
Toronto, ON
- Full-time
…commercialization, strategic partnerships, distribution expansion, market development, and business…
Added 7 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Orillia, ON
- $45,000 to $49,900 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 7 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Vineland, ON
- $45,000 to $49,900 CAD / year
- Part-time
As a Member Services Representative (Part-Time):
Added 22 mins ago
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Sales Development Representative (SDR) - Outbound B2B
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
This is an expansion role designed to support the continued growth and scaling of our Sales Development team. Our Sales Development team members are at the forefront of our growth,…
Added 22 mins ago
EV
Business Development Representative (BDR / SDR)
Eminent Valet
Toronto, ON
- Full-time
Eminent Valet is hiring a Business Development Representative in the Toronto / GTA. We are looking for someone who knows how to research an account, reach the right decision maker, and turn…
Added 52 mins ago
RD
Technical Sales Representative
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $120,000 CAD / year
- Full-time
As a Technical Sales Representative, you will take direct ownership of business development and commercial growth in the Canadian market. Working in close collaboration with the Managing…
Added 1 hour ago
IB
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Ottawa, ON
- Up to $17.95 CAD / hour
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 1 hour ago
IB
Customer Experience Representative
Indigo Books & Music
Ottawa, ON
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 1 hour ago
SR
Equipment Rental specialist
Sunbelt Rentals, Inc.
Levis, QC
- Full-time
Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Inside Sales Representative.
Added 1 hour ago
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Customer Experience Representative
Indigo
Ottawa, ON
- Part-time
Own self-development and provide continuous feedback to colleagues and Leadership Team
Added 2 hours ago
DP
Outside Sales Representative
Desco Plumbing and Heating Supply
Mississauga, ON
- Full-time
As part of Desco's continued growth strategy, we are looking for an energetic and results-oriented Sales Representative to join our Southwestern Ontario sales team. In this role, you will…
Added 2 hours ago
HE
Entry-Level Sales & Marketing Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Interested in sales, marketing, business or leadership development
Added 2 hours ago
HE
Entry- Level Brand Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Hype Events is looking for a friendly, motivated Customer Service Representative to join our growing team.
Added 2 hours ago
EF
Part-Time Retail Sales Representative for General Mills/Blue Buffalo - Mississauga
Encore Field Marketing Solutions Inc.
Mississauga, ON · ON, Mississauga, CA-ON
- Part-time
The Role: Part-Time Retail Sales Representative - Mississauga, ON - Approx. 29 hours/week
Added 2 hours ago
HS
Inside Sales Representative
Hercules SLR
NS · Yarmouth, NS
- Full-time
We are looking for a full time Inside Sales Representative to join our team in our Spartan Industrial Marine branch located in Yarmouth, NS. Our ideal candidate will represent Stellar…
Added 3 hours ago
AC
Gérant 1090
Alimentation Couche-Tard
Levis, QC
- Full-time
…full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service…
Added 3 hours ago
WC
Outside Sales Representative (Auto) - Thornhill, ON
Wurth Canada
Vaughan, ON
- Full-time
A day in the life of an outside sales representative:
Added 3 hours ago
WC
Outside Sales Representative (Metal) - Halifax, NS
Wurth Canada
Halifax, NS
- Full-time
A day in the life of an outside sales representative:
Added 3 hours ago
WC
Service and Support Representative - Edmonton, AB
Wurth Canada
AB · Edmonton, AB
- Full-time
We are seeking a dynamic and detail-oriented individual to join our team as a Service & Support Representative. In this role, you will play a pivotal role in ensuring the seamless…
Added 3 hours ago
D
Inside Sales Representative
Dixon
Timmins, ON
- Full-time
…equipment, solutions, and services. In 2023, Sonepar achieved sales of €33.3 billion. Present in 40 countries with a dense network of brands, the Group is leading an ambitious…
Added 4 hours ago
SB
Branch Coverage Representative
Stanley Black & Decker, Inc.
Mississauga, ON · Waterloo, ON
- Full-time
As a Branch Coverage Representative, you will be part of a dedicated team based in Kitchener, Waterloo, Guelph, or West GTA, Ontario and reporting to the Manager, IC National Accounts. This…
Added 4 hours ago
S
Représentant(e) du support aux ventes à la clientèle / Customer Sales Support Representative
Sandvik
Sudbury, ON · Val-d'Or, QC · Val Dor
- Full-time
Currently, we have an opening for a Customer Sales Support Representative. The Customer Sales Support Representative is responsible for providing industry leading sales support, which…
Added 4 hours ago
MC
Business Development Associate
MRL Consulting Group | Global Niche Technology Recruitment
Toronto, ON
- Full-time
Inside Sales Associate (Business Development)

Desjardins

Client Financial Services Agent

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

Full-time

Apply About employer

Applications open in a new tab.

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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