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Added 2 hours ago
TO
Lead Protection Agent
The Ottawa Hospital
Ottawa, ON
- Full-time
One (1) year of experience leading others or a team of Protection Agents;
Added 3 hours ago
P
Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
Added 3 hours ago
P
External Audit, Senior Associate
PwC
Winnipeg, MB
- Full-time
Added 3 hours ago
P
External Audit Senior Associate
PwC
London, ON
- Full-time
Added 3 hours ago
P
Digital Operations, Senior Associate
PwC
Toronto, ON · Ottawa, ON
- Full-time
Added 6 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
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…
Added 8 hours ago
MG
Protection Agent
Michael Garron Hospital
Toronto, ON
- Part-time
The Protection Agent is responsible and accountable for the safety and security for all members of the hospital community which includes staff, patients and visitors. The Protection Agent…
Added 8 hours ago
F
Building Services Design Engineer
Fluor
Vancouver, BC
- Full-time
Analyze the fire hazards and determine the scope of fire protection required
Added 9 hours ago
CS
Full-Time Travel Agent (Brandon, Manitoba)
CAA South Central Ontario
Brandon, MB
- Full-time
…infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support each other while cultivating a great…
Added 10 hours ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Added 13 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Richmond, BC
- Full-time
Free Identity Theft Protection through ID Watchdog from Equifax
Added 13 hours ago
GC
Assistant Prosecutor - Legal Services (Contract Full-Time)
Grey County
Owen Sound, ON
- Full-time
Appear in Provincial Offences Court and on appeals as agent for the principal prosecutors when required and permissible
Added 13 hours ago
Gestionnaire de comptes, Renouvellements / Bilingual Renewal Account Manager
MCAP
Waterloo, ON · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB
refinancement et de protection hypothécaire résidentielle.
Added 13 hours ago
M
Renewal Account Manager
MCAP
Toronto, ON
- $67,000 to $80,000 CAD / year
- Full-time
Added 14 hours ago
D
Client Financial Services Agent
Desjardins
Saint-Boniface, QC · Caisse Desjardins de Saint-Boniface
- Full-time
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…
Added 14 hours ago
D
Client Financial Services Agent
Desjardins
Prévost, QC · Caisse Desjardins de la Rivière-du-Nord
- Full-time
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…
Added 14 hours ago
TR
JREQ203081 Staff Software Engineer I (Open)
Thomson Reuters
Toronto, ON
- Full-time
The CoCounsel Agent Context team is seeking a Staff Software Engineer to set the technical direction for Content Tools - the purpose-built APIs that give AI agents precise, governed access…
Added 14 hours ago
NF
Customer Care Claims Agent
Neilson Financial Services
Toronto, ON
- Full-time
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. We have evolved from our origins in the UK, where…
Added 15 hours ago
M-
Responsable de livraison technique principal, IA Souveraine
Mila - Institut québécois d'intelligence artificielle
Montreal, QC
- Full-time
…together functionalities such as model serving, retrieval, agent orchestration, observability, and a control plane to operate these components as one coherent…
Added 15 hours ago
PC
Deals Real Assets, Data Engineering & Digital Solutions, Senior Associate
PwC Canada
Vancouver, BC
- Full-time
Added 18 hours ago
Agent de soutien Polyvalent Groupe III
Purolator
Granby, QC
We are currently looking for a versatile office and shipping center agent for our Granby establishment.
Added 18 hours ago
CE
Mechanical HVAC/Cooling Engineer (Data Center Design)
Colm Engineering Ltd
Vaughan, ON
- Full-time
Design and integrate fire protection system piping (e.g., sprinkler systems, pre-action systems, clean agent systems) into the data center layout.
Added 18 hours ago
RO
Tenancy Support Agent
Region of Peel
Mississauga, ON
- Full-time
Added 18 hours ago
Sr. Manager Operations, Field Readiness & Standards
UFA Co-operative Ltd.
Calgary, AB
…expenses, ensuring appropriate cost allocation, and overseeing agent reimbursement for service-related expenses. Directly overseeing a team of business professions providing leadership,…
Added 19 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
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…

Desjardins

Client Financial Services Agent

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 17, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Temporary 12-month position

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. Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions. More specifically, you will be required to:

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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-16

Apply About employer

More about this job

Responsibilities

You will provide personalized support to members and clients by offering investment, financing, and protection solutions while assisting advisors with business development. Additionally, you will manage client requests, handle administrative tasks, and help clients navigate digital tools and channels.

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 required.

Skills

Customer service
Business development
Communication
Interpersonal savvy
Sales
Investment advice
Financing
Protection
Problem solving
Relationship management
Action oriented
Situational adaptability
Nimble learning

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

Client Financial Services
Investment
Financing
Protection
Business Development
Customer Service
Mutual Fund Representative
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Sales Development
Relationship Management
Financial Services

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